Wealth Management Associate
3 weeks ago
This Accounts Payable Assistant position plays a crucial role in the smooth functioning of our finance department. As an AP Assistant, you will be responsible for managing the accounts payable/receivable process, working closely with the Accounts Payable Lead to ensure timely and accurate processing of invoices and payments.
Your primary responsibilities will include posting invoices and credit notes, preparing monthly supplier statement reconciliations, recording and reconciling all bank movements, processing and payment of staff expenses/credit card expenses, and ensuring compliance with relevant financial policies and procedures.
To succeed in this role, you will need excellent organizational skills, attention to detail, and strong communication abilities. You should also be proactive and motivated, with a passion for delivering exceptional results and contributing to the achievement of our company goals.
This role offers a competitive salary range of £25,000 - £30,000 per annum, dependent on experience, along with a comprehensive benefits package, including private medical insurance, Group life insurance, income protection insurance, 6% employer pension contribution, further education and training support, discretionary performance-related bonus, confidential Employee Assistance Programme, 2 days per year for voluntary work, and 'Salary Extras' employee discounts.
We are committed to creating an inclusive and equitable environment, where everyone feels valued and respected. If you are a motivated and proactive individual who is passionate about delivering exceptional results, we encourage you to apply.
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Wealth Management Associate
3 weeks ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeNew Financial Services Opportunity with Coronation Wealth ManagementWe are seeking a skilled and dynamic individual to join our successful team as an Associate Wealth Manager. Based in South Bristol, we are proud to be part of St. James's Place, one of the largest wealth management companies in the UK.Your role will involve working closely with clients to...
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Wealth Management Advisor
3 days ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeCareer Opportunity: Associate Wealth Manager at Coronation Wealth ManagementCoronation Wealth Management is a leading wealth management company that has a rewarding opportunity for an Associate Wealth Manager to join its successful team in the South Bristol area. The company is a Senior Partner practice of St. James's Place Wealth Management, one of the...
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Associate Financial Planner
3 days ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeJoin our dynamic team as an Associate Wealth Manager and take advantage of this exciting career opportunity with Coronation Wealth Management.Coronation Wealth Management is a leading wealth management company that is looking for a talented individual to join its successful team in the South Bristol area. As a Senior Partner practice of St. James's Place...
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Wealth Management Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeAbout the Role:We are offering a challenging and rewarding opportunity for a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Planning team, you will work closely with our Client Directors, their Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth...
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Wealth Management Professional
3 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeTechnical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...
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Financial Services Manager Role
2 weeks ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeJob DescriptionThis role is an exciting opportunity for a motivated individual to join Coronation Wealth Management as an Associate Wealth Manager.The successful candidate will be responsible for building long-term relationships with clients, utilizing their exceptional communication skills and passion for delivering exceptional client experiences.
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Wealth Management Advisor
3 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeHandelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...
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Financial Services Professional
4 days ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeCoronation Wealth Management is seeking a skilled Associate Wealth Manager to join its team in the South Bristol area. With over £180 billion in assets under management, this Senior Partner practice of St. James's Place Wealth Management offers an exciting opportunity for career growth and development.The successful candidate will be employed with bonus on...
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Wealth Management Professional
1 week ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeAbout the CompanyTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a broad range of financial planning solutions to individuals and businesses.Job OverviewWe are looking for an experienced Wealth Management Professional to join our team and help us deliver exceptional financial planning services to our clients.Key...
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Advisory Role in Financial Planning
2 weeks ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeCareer Opportunities in Financial Planning with Coronation Wealth ManagementWe are seeking an ambitious and results-driven individual to join our successful team as an Associate Wealth Manager. Located in South Bristol, we are part of St. James's Place, one of the leading wealth management companies in the UK.Your role will involve working with clients to...
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Wealth Management Research Coordinator
2 months ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeJob Title: Wealth Management Research CoordinatorTitan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our...
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Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeExciting New Opportunity for a Financial Adviser with Coronation Wealth ManagementWe are seeking an experienced and ambitious individual to join our successful team as an Associate Wealth Manager. Located in the South Bristol area, we are part of St. James's Place, one of the fastest-growing companies in the UK, with over £180 billion in assets under...
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Senior Associate for Private Wealth
3 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob Summary">We are seeking a highly skilled Private Client Senior Associate to join our Private Wealth team. As a senior associate, you will be responsible for leading key client relationships and working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.">Responsibilities and Requirements">You will need...
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Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeWealth Management OpportunityHandelsbanken Wealth & Asset Management, a leading wealth and investment management organization in the UK, seeks a skilled financial planning expert to join its team.The successful candidate will provide high-level financial planning advice to clients while supporting Client Directors with technical expertise. The position can...
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Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeJob Summary:We are seeking a skilled Financial Planning Expert to join our Wealth Planning team in London. As a key member of our team, you will provide high-level financial planning advice to our Handelsbanken clients while supporting the Client Directors with technical expertise.Your role will involve working closely with our Client Directors, their...
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High Net Worth Advisor
3 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeJob Description:We are seeking a highly skilled High Net Worth Advisor to join our Wealth Planning team nationwide. As a key member of our team, you will provide high-level financial planning advice to our Handelsbanken clients while supporting the Client Directors with technical expertise.Your role will involve working closely with our Client Directors,...
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Wealth Management Associate
3 weeks ago
Bristol, Bristol, United Kingdom VPA London Full timeCompany OverviewVPA London offers a dynamic and supportive work environment for its employees.We are committed to delivering exceptional wealth management services to our clients.This is an excellent opportunity for a skilled Paraplanner to take their career to the next level.As a Paraplanner at VPA London, you will be responsible for drafting suitability...
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Senior Associate in Private Wealth Law
2 weeks ago
Bristol, Bristol, United Kingdom Clifton Search Full timeAbout the RoleThis is an exciting opportunity for a qualified Senior Associate in Private Wealth Law to collaborate with our diverse clientele, ranging from high-net-worth individuals to businesses and trusts. You will provide guidance on various areas of law, including Wills, succession planning, trusts, probate, estate administration, taxation, and...
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Senior Financial Planner
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeOur Opportunity">This role offers the chance to work within our Wealth Planning team, providing high-level financial planning advice to Handelsbanken clients and supporting Client Directors with technical expertise. The position can be based in our London, Tunbridge Wells, or Manchester offices.Main Responsibilities:Collaborate with Client Directors and...
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Wealth Management Associate
4 days ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner PositionWe are seeking a skilled Paraplanner to join our team in Bristol. As a key member of our wealth management team, you will be responsible for supporting our Advisers and delivering exceptional client experiences.The successful candidate will have a Level 4 Diploma qualification and be based locally. You will be expected to prepare...