Wealth Management Assistant

**Job Summary**Schroders Recruitment is looking for a highly skilled Investment Operations Coordinator to join our team. As an Investment Operations Coordinator, you will play a key role in supporting the Portfolio Management team in delivering exceptional investment services to our clients.The ideal candidate will have excellent IT skills, a keen interest...

Company OverviewWe are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This private equity backed business is expanding and acquiring further growth opportunities.About Our ClientOur client provides a holistic service across financial planning, wealth management, investment management and...

We are delighted to be working with a prominent Independent Wealth Management Advisory Firm in Leeds. As part of their ambitious team, they seek a skilled IFA Administrator to assist in their daily activities.About the Role:Support various experienced Advisers in providing complex advice to High Net Worth ClientsProcess new business, manage LOAs, obtain...

About the National Wealth FundThe National Wealth Fund is a leading institution in the UK, dedicated to investing profitably to reduce carbon emissions and drive local economic growth. Our portfolio management team plays a critical role in achieving this mission.

Company Overview:Recruit Wealth Ltd is delighted to be representing one of the fastest-growing, national financial planning businesses in the UK. This private equity-backed business is expanding and acquiring new opportunities.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional...

Job Description: Strategic Wealth ManagerWe are seeking a highly motivated and experienced Strategic Wealth Manager to join our team at Artemis Recruitment Consultants Ltd in Leeds.As a Strategic Wealth Manager, you will be responsible for managing a portfolio of clients and providing them with comprehensive financial guidance and advice. Your expertise will...

We are seeking a Wealth Management Support Specialist to join our growing team at IDEX Consulting. As a Wealth Management Support Specialist, you will provide critical support to our wealth management team, working closely with our experienced financial planners to deliver exceptional client outcomes.About the PositionTo work closely with the Financial...

NJR Recruitment are currently seeking a highly skilled Wealth Management Support Specialist to join a leading Independent Wealth Management Advisory Firm in Leeds.The successful candidate will have started the R0 qualifications and have a strong understanding of Investment and Pension products. They will be responsible for processing new business, liaising...

Head of Reward (Maternity cover)This role is responsible for overseeing the design, implementation and management of compensation and benefit programmes to attract, retain and motivate employees. The successful candidate will develop and implement reward strategies that align with our business objectives.About the RoleWe are seeking a highly skilled and...

We are looking for a highly skilled Trainee Wealth Manager to join our team in Leeds. The ideal candidate will have a strong understanding of financial services and the ability to work effectively with clients to meet their financial needs.Key Responsibilities:The successful candidate will be responsible for:Conducting client meetings to discuss their...

Job OverviewA highly motivated Business Development Manager is required to lead relationships and sales in the Leeds region for a wealth management firm with £6bn AUM, ambitious growth plans, and a unique collaborative culture focused on HNW clients.Key ResponsibilitiesBuild strong relationships with professionals, including Financial Advisors and Chartered...

Evelyn Partners Fund Solutions Limited is seeking an experienced Wealth Management Associate to join our dynamic Account Services team. In this role, you will be responsible for proactively supporting our external financial advisers, providing expert guidance on investment information, and maintaining accurate records in our core systems. Your primary focus...

Private Wealth Legal Director Job DescriptionWe are seeking a seasoned STEP qualified Legal Director to join our expanding Private Wealth team at Clarion Solicitors Limited.About the Role:This is an excellent opportunity for a highly experienced solicitor or legal executive with a minimum of 8 years' experience in private wealth law to take on a leadership...

Grow your career with Austin Fraser in Harrogate's dynamic financial planning environment.The company excels in offering expert advice on wealth management, employee benefits, and retirement planning to businesses and their employees.This period presents great chances for expansion.About this Position:This Paraplanner role assists Financial Planners in...

Head of Reward (Maternity cover)This role is responsible for overseeing the development and implementation of reward strategies that align with our business objectives. The successful candidate will be responsible for managing performance-related pay, conducting market benchmarking, and ensuring compliance with regulatory requirements and our Remuneration...

Job Title: Private Wealth Director of LawCompany Overview:Clarion Solicitors Limited is a reputable law firm seeking an experienced Private Wealth Director of Law to join their team.Salary:We offer a competitive salary of approximately £120,000 - £150,000 per annum, reflecting the high level of expertise and experience required for this role.Job...

Unleash Your Potential in a Dynamic Financial Planning EnvironmentThis exciting opportunity has arisen to join a dynamic and fast growing Financial Planning business in the UK. The company provides a holistic service to its clients, covering financial planning, wealth management, investment management and professional services.The ideal candidate will have a...

Wealth Advisory ProfessionalAbout Austin Fraser:Austin Fraser is a leading recruitment agency in the financial sector, providing exceptional client service and supporting our consultants in delivering outstanding results.Job Overview:We are seeking a highly skilled Financial Planning Assistant to join our team in Central Leeds. As the main point of contact...

Job Title: Private Wealth Portfolio AdvisorAbout the Company:A well-established national Asset Management firm is looking for an experienced Investment Manager to join their Leeds office.Your Key Responsibilities:You will manage and advise on client investment portfolios, developing and growing your own book of business while maintaining exceptional client...

Head of Reward (Maternity cover)We are looking for a highly skilled and experienced individual to join our team as Head of Reward on a maternity cover basis. The successful candidate will be responsible for developing and implementing reward strategies that align with our business objectives. The role requires a strong understanding of compensation and...