Wealth Management Associate

4 days ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

Job Title: Wealth Management Associate

">

About the Role:

">

We are seeking a talented and ambitious Wealth Management Associate to join our team at The Recruitment Group. As a key member of our team, you will be responsible for constructing financial planning solutions and researching financial products to meet client objectives.

">

Main Responsibilities:

">
  • ">
  • Construct financial planning solutions for investment, retirement and other areas">
  • Research and analyse financial products to meet client objectives">
  • Fully analyse clients' requirements and develop cash flow models">
    • ">

The ideal candidate will have excellent analytical skills and be able to work in a fast-paced environment. They will also have strong communication skills and be able to build relationships with clients.

">

What We Offer:

">
  • ">
  • A competitive salary range of £35,000 - £45,000 per annum (dependent on experience)">
  • A full-time position with Monday to Friday working hours">
  • Opportunities for career growth and development">
">

Requirements:

">
  • ">
  • Relevant qualifications and experience in financial planning or a related field">
  • Excellent analytical and problem-solving skills">
  • Strong communication and interpersonal skills">
  • Able to work in a fast-paced environment and meet deadlines">
">

About Us:

">

The Recruitment Group is a leading recruitment agency specialising in financial services. We pride ourselves on delivering exceptional service and building long-term relationships with our clients and candidates.

">

Location: Leicestershire

">

Contact Information: Please do not contact us directly. All applications should be made through this website.



  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    We are recruiting for a skilled Wealth Management Associate to join our team at The Recruitment Group. As a key member of our financial planning team, you will play a vital role in helping us deliver exceptional results for our clients.The ideal candidate will have previous experience in wealth management, with a strong understanding of financial products...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    We are seeking a talented Wealth Management Associate to join our expanding team at The Recruitment Group. As a key member of our Financial Planning department, you will play a critical role in delivering high-quality financial planning solutions to clients.About the RoleWe are looking for a motivated and detail-oriented individual with previous paraplanning...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job Description: Wealth Management CoordinatorWe are seeking a skilled and experienced Wealth Management Coordinator to join our team at The Recruitment Group. As a Wealth Management Coordinator, you will be responsible for providing administrative support to wealth management teams, analyzing client data, and developing financial planning solutions.Key...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Leicestershire Pension Job VacancyThe Recruitment Group seeks an experienced Financial Planning Specialist to join our team in Leicestershire.£35,000 (negotiable based on experience) is offered as a competitive salary.Main Accountabilities:Comprehensive analysis of client requirements, precise cash flow modelling, and meticulous record-keeping.Thorough...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    We are seeking a highly skilled Financial Planning Coordinator to join our dynamic team at The Recruitment Group. As a key member of our Financial Planning department, you will play a pivotal role in creating comprehensive financial planning solutions for clients.About the RoleWe are looking for a self-motivated and detail-focused individual with previous...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Seeking a Paraplanning Specialist to join our team at The Recruitment Group. As a key member of our Financial Planning department, you will play a vital role in supporting the creation of financial planning solutions for clients.About the RoleWe are looking for a highly organized and detail-oriented individual with previous paraplanning experience within an...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job Title: Financial Planning AnalystWe are seeking a skilled and experienced Financial Planning Analyst to join our team at The Recruitment Group. As a Financial Planning Analyst, you will play a crucial role in providing financial planning solutions to clients, analyzing their requirements, and developing cash flow models.Key Responsibilities:- Analyze...

  • Pension Fund Analyst

    2 weeks ago


    Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    A Career Opportunity in LeicestershireThe Recruitment Group invites applications for the position of Wealth Management Professional.Salary: £35,000 (Negotiable based on experience). The successful candidate can expect a competitive remuneration package.Key Responsibilities:Analyse client needs, create tailored financial plans, and ensure accurate...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    About the Role:We are looking for a skilled Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will be responsible for providing administrative support to financial planners, analyzing client data, and developing financial planning solutions.Key Responsibilities:- Fully analyze clients' requirements, develop cash flow models, and...

  • Paraplanning Expert

    11 hours ago


    Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    We are seeking an experienced Paraplanning Expert to join our team at The Recruitment Group. As a key member of our financial planning team, you will play a crucial role in helping us deliver exceptional results for our clients.The successful candidate will have a strong background in financial planning, with experience in areas such as pension transfers,...


  • Ashby de la Zouch, Leicestershire, United Kingdom Care Managers Ltd Full time

    Care Managers Ltd has been providing care to the community for over 6 years.We are currently seeking compassionate and experienced Healthcare Assistants to work in Residential and Nursing Homes.To be successful, you will require 6 months of experience working in care within the UK and up-to-date mandatory care training.As a Care Worker, your primary focus...


  • Ashby de la Zouch, Leicestershire, United Kingdom Winner Recruitment Full time

    About UsOur client is a well-established company recognised for their excellence in supply chain management.We are looking for a skilled PPT Driver to join our team and contribute to our continued success.In this role, you will be responsible for delivering goods to customers across the UK. The ideal candidate will have a valid driver's license, a clean...


  • Ashby de la Zouch, Leicestershire, United Kingdom Page Personnel Sales Full time

    About Page Personnel Sales' Partner CompanyOur partner company is a well-established logistics provider in the UK market.Job DescriptionThis role is critical in ensuring timely cash collections and maintaining healthy relationships with clients.Main Responsibilities:Cash collection via various channelsAged debt review and resolutionConducting thorough credit...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Full time

    T&K Associates, a leading recruitment agency, is seeking a talented Recruitment Consultant to join our Ashby-de-la-Zouch office.Key Responsibilities:Sourcing high-quality candidates for various industrial and commercial rolesDeveloping and maintaining strong relationships with clients and candidatesManaging the recruitment process, including interviews and...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Full time

    T&K Associates is seeking an experienced Recruitment Consultant to join our dynamic team.Job Summary:Sourcing and interviewing candidates to meet client demandsManaging the recruitment process from interview to offer stageExpanding temporary workforce and increasing permanent placementsAssisting with marketing efforts to promote the company's servicesThe...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Full time

    At T&K Associates, we are seeking a talented Industrial Sector Specialist to join our team in Ashby-de-la-Zouch. This is an excellent opportunity for someone who wants to service and drive forward our industrial sectors.About the RoleWe offer:A salary range of £24,000 - £30,000 per annum depending on experienceA fantastic bonus schemeMondays to Fridays,...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Full time

    T&K Associates is a thriving business based in the UK, boasting over 40 years of combined experience within the Recruitment industry.Job Details & Benefits:£24,000 - £30,000 per annum dependant on experienceFantastic bonus schemeMonday to Friday, 8am-4pm (additional hours may be required)Up to 38 days holiday per year including bank holidays and birthdays...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Ltd Full time

    Job SummaryWe are seeking an experienced Recruitment Consultant to join our team at T&K Associates Ltd. As a Recruitment Consultant, you will be responsible for sourcing and interviewing candidates, managing the recruitment process, and building relationships with existing clients.Key ResponsibilitiesSourcing and interviewing candidates to meet the needs of...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Full time

    Are you looking for a new challenge in recruitment?T&K Associates, a thriving business with over 40 years of experience, is seeking a skilled Recruitment Consultant to join our friendly team on a full-time permanent basis.We are looking for an enthusiastic and driven individual to service and drive forward our Industrial and Commercial sectors.Job Details &...


  • Ashby de la Zouch, Leicestershire, United Kingdom T&K Associates Ltd Full time

    Job OverviewT&K Associates Ltd is seeking a highly skilled and ambitious Professional Recruitment Advisor to join their team in the UK. This is an excellent opportunity for individuals with a passion for recruitment and a desire to succeed in a thriving business environment.The successful candidate will be responsible for sourcing, interviewing, and managing...