Senior Wealth Manager

OverviewLOM Financial Group - Wealth Management is a leading global investment firm, headquartered in Bermuda and operating in various international locations. With a strong presence in the Bahamas, Grand Cayman, and the UK, we offer comprehensive wealth management services to high net worth clients worldwide.

Job DescriptionKey Responsibilities:• Achieve established targets for new clients, net portfolio growth, assets and revenues;• Build new relationships/clients through networking and cold calling;• Develop existing relationships, increase client investment in LOM products and maximise commercial outcomes for LOM;• Provide clients with expert financial...

Job Title: Senior Business Analyst - Wealth Management ExpertJob Summary: We are seeking a skilled Senior Business Analyst to join our team at Hawksworth. The ideal candidate will have experience in Wealth Management and Pensions, with a strong understanding of business analysis principles.Key Responsibilities:* Act as liaison between client stakeholders and...

Job Title: Senior Business Analyst - Wealth Management ExpertJob Summary: We are seeking a highly skilled Senior Business Analyst to join our team at Hawksworth. As a Senior Business Analyst, you will be responsible for acting as a liaison between client stakeholders and staff during development projects.Key Responsibilities:* Act as a liaison between client...

Job DescriptionJob Title: Associate Financial Planning DirectorReports to: Private Client DirectorKey Responsibilities:Client Relationships: Maintain and develop strong relationships with existing clients, providing exceptional service and identifying opportunities for growth.Financial Planning: Support the development of comprehensive financial plans that...

Eden Scott: Exciting Opportunity for Experienced IFAA growing wealth management practice seeks an experienced financial professional to join their team, servicing a client base with recurring income and handling new business through referrals.The role involves relationship management, securing and preserving client contacts, and acting as an ambassador for...

Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...

About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...

We are seeking a skilled Client Support Specialist to join our team at IDEX Consulting in Edinburgh. The ideal candidate will have previous experience in a Wealth Management business, with a strong understanding of investment products, wrappers, and platforms.Accurate and timely processing of client data changes, including address updates, bank detail...

We are seeking a highly skilled Senior Programme Manager to lead our transformation initiatives.The ideal candidate will have experience in managing large-scale change and transformation programs, with a strong background in the wealth management and pensions industry.Key Responsibilities:Develop and maintain project plans and schedules to ensure timely...

Avaloq is a leading provider of wealth management technology and services. We are continuously expanding our global footprint, with around 2,500 colleagues in 10 countries and over 170 clients in 35 countries.About the RoleWe are seeking a Technical Specialist to join our team in Edinburgh. As a Technical Specialist, you will be responsible for designing and...

Programme OverviewAre you a sixth-year student looking to launch your career in financial services? Our Wealth Planning School Leaver Programme is designed to provide you with the skills, knowledge, and qualifications needed to become a Chartered Financial Planner.Role and ResponsibilitiesAs a Client Service Executive, you will be responsible for ensuring...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

Job DescriptionDeloitte is seeking a Senior Consultant to join our Investment and Wealth Management team. As a Senior Consultant, you will be responsible for providing test advisory and delivery services to our clients in the investment and wealth management industry.Key Responsibilities:Executing testing for large and complex investment and wealth...

Job Description As a Senior Investment Consultant at Deloitte LLP, you will be responsible for helping our Investment & Wealth Management clients to identify and implement the most appropriate and efficient testing solutions for their needs. This involves providing advice to clients on testing toolsets and leveraging them effectively on engagements, as well...

{"Responsibilities": "Key ResponsibilitiesA Senior Strategic Planner will be responsible for developing and maintaining project plans and schedules, ensuring timely delivery within budget and quality constraints.The Program Director will facilitate regular stakeholder communication and reporting project status in alignment with policy and procedures.The...

Job DescriptionDeloitte is seeking a skilled Senior Consultant to join our Investment and Wealth Management team. As a Senior Consultant, you will be responsible for providing expert advice and guidance to clients on testing solutions for their investment and wealth management needs. You will work closely with clients to understand their requirements and...

About the RoleHays Senior Finance is partnering with a top UK Chartered Accountancy Firm to find an experienced Audit Senior. This organisation is people-centric and provides excellent benefits and flexible working opportunities. They offer accounting, audit, tax, and business advisory services to clients across various industries.Your New RoleIn this role,...

Your new finance careerHays Senior Finance is pleased to partner with a Top 20 Chartered Accountancy Firm in seeking an experienced Senior Finance Auditor. This organisation is people-centric and offers an excellent benefits package, flexible and hybrid working opportunities, and a dynamic, supportive and collegiate audit team.Your New RoleIn your new role,...

Job DescriptionWe are seeking a highly skilled Senior Project Manager to join our Infrastructure team in Central Edinburgh. As a Senior Project Manager, you will be responsible for delivering multiple and complex work assignments within timeframes and managing resources to provide exemplary professional services to our clients.You will establish strong,...