Wealth Management Coordinator

About the Opportunity:We are seeking a highly motivated and organized Wealth Management Coordinator to join our team in Newcastle. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.Key Responsibilities:Prepare correspondence, including letters and emails, to...

Job SummaryAs a Senior Financial Services Coordinator at Recruit Wealth Ltd, you will be responsible for processing and chasing new business, creating illustrations, valuations, and other essential tasks to provide an integral function to the wider team. You will work closely with the Client Administration Team Leader and team of Administrators to deliver...

Job Title: Wealth Management Compliance LeadAzets is seeking a highly experienced Wealth Management Compliance Lead to join our team. As a key member of our compliance team, you will be responsible for leading our Wealth Management compliance efforts and ensuring that all activities comply with relevant laws and regulations.In this role, you will oversee the...

Join Our TeamWe are seeking a highly skilled Wealth Management Professional to join our team in Newcastle upon Tyne.Key Responsibilities:Provide expert advice on pensions and investments to clients.Work closely with Financial Advisors to deliver exceptional results.Contribute to the growth and success of our business.What We Offer:A competitive salary of...

Join Our TeamIDEX Consulting is a leading national Wealth Management firm seeking a skilled Wealth Management Associate to join our dynamic team. This exciting opportunity offers a competitive estimated salary of £35,000 - £40,000 per annum, depending on experience.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce...

Company OverviewWe are Recruit Wealth Ltd, a national financial planning business based in Newcastle. Our team provides day-to-day support and servicing to private clients, offering opportunities for career progression and a competitive benefits package.

Azets is looking for an experienced Wealth Management Compliance Expert to join our team.The ideal candidate will have a deep understanding of regulatory requirements and strong leadership skills to adapt to a changing compliance landscape.This role requires up-to-date knowledge of relevant laws and regulations affecting Wealth Management services and...

Job Summary:We are looking for a skilled Paraplanner to join our team at JohnstonGreer Ltd. As a key member of our Wealth Management team, you will provide technical support and assist with the compilation of advice for our high-net-worth clients.About the Role:This is a fantastic opportunity to work with a prominent Wealth Management firm and contribute to...

Evelyn Partners is a leading integrated wealth management and professional services groupWe offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.About the Job:The Financial Wealth Manager will be responsible for building and developing trusted relationships with...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team.Key...

Are you looking for a challenging and rewarding role in the financial sector?Job Overview:We are seeking an experienced Administrator to join our Newcastle office and support our Advisers in providing excellent service to clients.As an Administrator, you will be responsible for preparing correspondence, maintaining client data, and processing new...

About the Role: Director of Investment and Wealth ManagementLocation: Newcastle upon TyneSalary: £80,000 - £100,000 per annum + performance-related bonus and comprehensive benefits packageWe are seeking a skilled and ambitious professional to lead our investment and wealth management team. Your focus will be on developing quality business from various...

A Paraplanning position has become available at IDEX Consulting Ltd, a prominent national Wealth Management firm with offices in Chester and Newcastle. This home-based role requires occasional visits to the offices, so the ideal candidate must be able to commute easily to one of the locations.Main ResponsibilitiesPrepare financial reports by analyzing data...

About the CompanyWe are representing a leading national Financial Planning & Wealth Management business that is seeking experienced Administrators to join their regional Newcastle offices.About the JobThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services...

Job OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...

We have an exciting opportunity for a Private Wealth Tax Specialist to join our team in Newcastle or Bristol. As a key member of our Tax/Trust Accounting team, you will be responsible for preparing tax returns, managing client relationships, and ensuring that all tasks are completed efficiently.Your main responsibilities will include:Preparing and reviewing...

About the RoleThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services professionals.Prepare correspondence including letters and emailsEnsure accurate and up-to-date client recordsProcess letters of authority and chase up providersMaintain administration...

Job Title: Compliance Risk ManagerAt Azets, we are seeking a highly skilled Compliance Risk Manager to join our team. This is an exciting opportunity for an experienced professional to lead our compliance efforts and ensure the highest standards of regulatory compliance across all Wealth Management activities.As a Compliance Risk Manager, you will be...

Contract Overview: We are seeking a skilled Facilities Management Coordinator to join our team in Newcastle. The successful candidate will be responsible for coordinating maintenance services, ensuring contractual compliance, and delivering high-quality results.About the Role:The Facilities Management Coordinator will work closely with the facilities...

Azets Group Job Overview">We are a leading business advisory and accountancy firm looking for an experienced Compliance Risk Manager to join our Wealth Management team in Newcastle. As a key member of our compliance department, you will play a crucial role in ensuring our Wealth Management activities comply with relevant laws, regulations, and internal...