Wealth Advisory Specialist
2 weeks ago
Artemis Recruitment Consultants Ltd is seeking a Wealth Advisory Specialist to join their team in London. This role offers a competitive salary of £45k and provides the opportunity to work with a dynamic team in the financial sector.
Responsibilities:- Prospecting and contacting potential clients, ensuring sufficient client information is obtained before making recommendations, and following relevant advice and sales procedures at all times.
- Managing client portfolios in accordance with the client's mandate, objectives, and the firm's investment proposition, undertaking appropriate product and market research to make suitable recommendations.
- Dealing with client queries efficiently and ensuring that clients are treated fairly, in line with TCF principles.
The ideal candidate should have relevant experience, skills, and knowledge in financial services, including proficiency in regulatory requirements, product knowledge, and excellent communication skills.
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Wealth Advisory Lead
1 month ago
London, Greater London, United Kingdom Evelyn Partners Full timeJob DescriptionWe are seeking a Wealth Advisory Lead to join our team at Evelyn Partners. The successful candidate will be responsible for:Developing and maintaining strong relationships with clients.Providing expert guidance on financial planning and wealth management.Maintaining accurate client records and adhering to regulatory requirements.About the...
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Wealth Advisory Specialist
2 weeks ago
London, Greater London, United Kingdom ACT LONDON Full timeACT LONDON is a leading provider of wealth structuring and advisory services to its select clientele based in London.About the RoleWe are looking for a highly skilled Corporate Tax Manager with expertise in navigating complex tax landscapes and providing innovative solutions.This exciting opportunity requires a seasoned professional with at least 5 years of...
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Wealth Advisory Expert
2 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeWe are seeking a talented Wealth Advisory Expert to join our team at Prestige IFA Jobs in Qatar. The ideal candidate will have 2-3 years of experience in an independent financial advisory capacity or brokerage and be UK CISI / CII level 4 qualified.As a key member of our team, the successful candidate will be responsible for contacting clients and arranging...
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London, Greater London, United Kingdom Anson McCade Full timeAbout the RoleIn this role, you will be working as a Tech Advisory Specialist in Wealth and Asset Management for Anson McCade. Your primary responsibility will be to lead technology-driven transformation programs for our clients in the WAM industry.You will be responsible for managing and delivering complex client engagements, advising on governance,...
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Tax Manager
2 weeks ago
London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob Title: Tax Manager - Wealth AdvisoryWe are seeking a highly skilled Tax Manager - Wealth Advisory to join our team at Pro-Tax Recruitment Limited in London. The ideal candidate will have extensive experience in private client tax planning and strategies, as well as excellent communication skills.**Key Responsibilities:**• Develop and implement complex...
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National Wealth Fund Executive
1 month ago
London, Greater London, United Kingdom National Wealth Fund Full timeAbout the RoleThe National Wealth Fund is seeking an experienced National Wealth Fund Executive to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
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Wealth Management Advisory Partner
2 weeks ago
London, Greater London, United Kingdom Wavestone Full timeWealth Management Advisory PartnerThe Role:Wavestone is seeking a seasoned Wealth Management Advisory Partner to lead our Financial Services practice and drive business growth in international markets. As a key player, you will oversee complex client projects, leveraging deep business and technology expertise to address opportunities and challenges across...
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Wealth Advisory Professional
5 days ago
London, Greater London, United Kingdom Undisclosed Full timeA forward-thinking FinTech company in the UK is seeking a Wealth Advisory Professional to join their growing team. With a strong focus on innovation and technology, they deliver exceptional institutional solutions to high-net-worth individuals and private investors. This is an excellent opportunity for a motivated and analytical professional to take on...
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Independent Wealth Manager
6 days ago
London, Greater London, United Kingdom AFH Wealth Management Full timeWealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...
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Wealth Management Specialist
1 month ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...
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Wealth Management Specialist
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeUnlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...
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Wealth Management Specialist
5 days ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeEnver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...
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Wealth and Asset Management Specialist
5 days ago
London, Greater London, United Kingdom Wavestone Full timeWealth and Asset Management OpportunityAre you an expert in wealth and asset management looking for a new challenge? Do you have a proven track record of delivering successful projects in this field? If so, we have an exciting opportunity for you to join our team as a Wealth and Asset Management Specialist at Wavestone.About the RoleThis role involves...
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Strategic Banking Specialist
1 month ago
London, Greater London, United Kingdom National Wealth Fund Full timeJob DescriptionThe National Wealth Fund is seeking an experienced Strategic Banking Specialist to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Schroders Recruitment Full timeAbout UsCompany OverviewSchroders Recruitment is a leading wealth management business that provides financial advisory services to high-net-worth individuals, families, and charities. We are committed to delivering excellent investment performance through active management.Job SummaryWe are seeking an experienced Wealth Planning Specialist to join our team...
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Strategic Wealth Management Expert
1 month ago
London, Greater London, United Kingdom MERJE Ltd Full timeWe are seeking an experienced Financial Services Professional to join our team as a Strategic Wealth Management Expert. In this role, you will work closely with clients to provide expert guidance on risk management principles, particularly within investment advisory and wealth management.About the RoleYou will play a leading role in client engagements,...
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Wealth Management Specialist
1 week ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeCompany OverviewLOM Financial Group is a prominent, full-service investment firm based in Bermuda, with affiliations in the Cayman Islands and the Bahamas. Our organization boasts a significant global presence, with offices in the Bahamas, Grand Cayman, and the UK.Salary and BenefitsThe compensation package for this position is highly competitive, ranging...
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Tax Advisory Specialist
1 month ago
London, Greater London, United Kingdom Pro-Tax Full timeWe are seeking a highly skilled Tax Advisory Specialist to join our team at Pro-Tax. As a Senior member of our Private Client Services department, you will be responsible for providing expert tax advice to high net worth individuals, entrepreneurs, and US fund managers.The ideal candidate will have a proven track record in Private client advisory skills,...
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Cyber Risk Advisory Specialist
5 days ago
London, Greater London, United Kingdom 55 Exec Search Full timeCyber Risk Advisory Specialist Estimated salary: $120,000 per year. 55 Exec Search is looking for a skilled Cyber Risk Advisory Specialist to join our client's team in this exciting opportunity. The ideal candidate will have a broad range of cyber risk advisory skills and experience in completing risk assessments/gap analysis against standards such as ISO...
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Executive Wealth Manager
1 week ago
London, Greater London, United Kingdom Delta Executive Search Full timeJob OverviewWe are seeking a highly experienced Executive Wealth Manager to join our team at a leading global private bank in Athens, Greece.This is an exceptional opportunity for a Private Banker with a proven track record in building and maintaining relationships with U/HNWIs and a strong understanding of the Greek market.A minimum of 5 years experience in...