Wealth Management Professional

Job Summary:We are seeking a highly experienced and skilled Strategic Wealth Manager to lead and manage a team of financial advisors at deVere Group. Reporting to the Head of Financial Advisory, you will oversee the growth of client portfolios, implement effective advisory strategies, and provide expert financial advice in areas such as wealth management,...

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...

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...

Job DescriptionWe have an exciting opportunity for a Wealth Administration Specialist to join our dynamic team in Newcastle. In this role, you will be responsible for working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team. Your duties will include processing and chasing new...

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 to achieve the...

Trust Manager - Wealth Services SpecialistWe are seeking a Trust Manager to join our Private Wealth team, where you will play a key role in managing trust accounts and personal/trust returns. Your expertise will ensure compliance with regulatory requirements and that engagement letters are in place for clients. You will also assist with the day-to-day trust...

Recruit Wealth is seeking a professional to support their highly successful national Financial Planning business with offices across the UK.The successful candidate will be a key member of the Client Administration team, providing day-to-day support and servicing of private clients relating to their pension and investment needs.Responsibilities will include...

About the RoleWe are seeking an experienced Senior Wealth Strategist to join our team in Newcastle.As a key member of our team, you will be responsible for maintaining existing client relationships and developing additional private client business through your own and new individual connections as well as professional intermediaries.

Job SummaryThe Compliance Monitoring Analyst role at Azets is a critical position responsible for ensuring the compliance of the Wealth Management department with all relevant laws, regulations, and internal policies. This involves monitoring, assessing, and enhancing the compliance framework, as well as providing guidance to the Wealth Management team to...

The RoleThis is an opportunity to develop a career in Financial Advice with Pitcher Partners Private Wealth.Key Responsibilities:Prepare advice in accordance with client goals, collaboratively with the team.Develop technical and strategic knowledge, applying it to client circumstances.Update client records with key information, in line with compliance...

About FNZ GroupFNZ Group provides software and consultancy services to the financial services and wealth management industry. We rely on talented developers like you to create innovative solutions that help our clients meet their business goals.We are committed to delivering exceptional results through a collaborative approach, working closely with our...

Evelyn Partners is a renowned provider of comprehensive financial services, dedicated to helping individuals and businesses thrive.We strive to deliver exceptional results, grounded in our core values of Personal and Performance.This position plays a vital role in supporting our Financial Planners, enabling them to engage with clients and provide expert...

About Evelyn PartnersWe are a leading integrated wealth management and professional services group with over 186 years of experience in helping generations of people and businesses thrive.Our mission is to provide award-winning services for our clients by employing the best people. We believe everyone deserves access to good advice, regardless of where...

School Leaver Programme, Audit - NewcastleEvelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes.We are seeking an ambitious individual to join our Assurance & Business Services team as a School Leaver. In...

About Evelyn Partners Fund Solutions LimitedAs a leading force in UK wealth management and professional services, Evelyn Partners has been a cornerstone of excellence for over 180 years. Our legacy is built on a commitment to delivering expert financial guidance that's accessible to all, making us dedicated to helping individuals and businesses achieve their...

About the RoleWe are seeking a skilled Paraplanning Expert to join our team at IDEX Consulting. As a key member of our Wealth Management team, you will be responsible for producing high-quality financial reports and working closely with Financial Planners and Administrators.Key ResponsibilitiesRequest and review client information, undertaking detailed...

Join TechnipFMC as a Graduate EngineerTechnipFMC is a leading technology provider to the traditional and new energies industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration. As a Graduate Engineer, you will be part of a two-year structured training programme that allows you to gain exposure to many...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

Are you a skilled facilities professional looking for a new challenge?We are seeking a dedicated and results-driven Facilities Manager to join our team at True Potential LLP.About the Role:We are looking for a highly organized and efficient Facilities Manager to manage our two head offices. You will be responsible for overseeing maintenance and security...