Junior Wealth Planner

3 weeks ago


London, Greater London, United Kingdom Montresor Legal Full time

About the Role: Montresor Recruitment Limited is looking for a talented Junior Trust and Estate Administrator to join their team. In this challenging yet supportive environment, you will have the opportunity to develop your skills and expertise in trust administration and estate planning.

Key Responsibilities: Your primary duties will involve managing client trusts and estates, ensuring compliance with legal requirements, and preparing various financial documents. You will also be responsible for maintaining accurate records, handling submissions to HMRC, and performing other administrative tasks as needed.

What We Offer: In return for your hard work and dedication, we offer a competitive salary package, opportunities for career growth and development, and a collaborative working environment.



  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    We are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...


  • London, Greater London, United Kingdom Recruit Wealth Ltd Full time

    **Job Summary:**We are looking for a skilled Business Support Specialist to join our team at Recruit Wealth Ltd. As a key member of our Financial Planning department, you will provide administrative support to our Financial Planners, focusing on delivering exceptional client experiences.**Key Responsibilities:*Foster strong relationships with clients,...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleArtemis Recruitment Consultants Ltd is recruiting for a Wealth and Estate Planner to join our team. As a Wealth and Estate Planner, you will be responsible for providing expert advice to private clients on their wealth and estate planning needs. This includes researching and analyzing complex data, developing strategic plans, and implementing...


  • London, Greater London, United Kingdom Nova Wealth Full time

    Unlock 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...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Wealth 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...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    About Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Job OverviewSkybound Wealth Management is seeking a talented Business Development Manager to join our team. As a Business Development Manager, you will play a crucial role in driving business growth and revenue expansion.Main ResponsibilitiesTo identify and pursue new business opportunities and lead generationTo develop and maintain relationships with key...


  • London, Greater London, United Kingdom Recruit Wealth Ltd Full time

    We are seeking an experienced Paraplanner to join our wealth management team in Winchester, providing expert support to our financial planners and helping us deliver exceptional client service.About the RoleYou will be responsible for managing illustration requests efficiently, maintaining accurate client records, and staying up-to-date with financial...


  • London, Greater London, United Kingdom mbf. Full time

    Career OpportunityAs a Financial Planning Assistant, you will be part of a dynamic team working with UHNW clients to create tailored financial solutions. You will work closely with Wealth Planners to provide technical support and ensure exceptional client service.A strong understanding of wealth management principles and practices is essential, along with...


  • London, Greater London, United Kingdom Knightsbridge Recruitment Full time

    Job OverviewWe are looking for a highly organized and detail-oriented individual to fill the role of Junior Wealth Management Associate at Knightsbridge Recruitment. In this position, you will be responsible for providing administrative support to a team of professionals in the insurance and wealth management industry.Duties:Day-to-day administrative tasks,...


  • London, Greater London, United Kingdom Recruit Wealth Ltd Full time

    Job OverviewWe are seeking an experienced Financial Planning Administrator to join our team at Recruit Wealth Ltd. This is a fantastic opportunity to work in a prestigious and highly respected regional office, supporting Financial Planners in delivering sophisticated Financial Planning & Wealth Management solutions.


  • London, Greater London, United Kingdom mbf Full time

    Wealth Management Opportunity: We are looking for a talented Wealth Management Specialist to join our team at mbf in London. This exciting opportunity involves taking over a significant portfolio of clients from a retiring adviser, with the potential to earn up to £500,000 in annual revenue.About the Role:Manage a portfolio of high net worth clients...


  • London, Greater London, United Kingdom Trinny London Limited. Full time

    Company OverviewWe're Trinny London Limited, a fast-growing beauty brand changing the face of makeup and demystifying skincare. Our innovative products have generated millions of sales worldwide, and we're looking for talented individuals to support our growth.The RoleAs a Junior Planner, you'll work closely with our Senior Planner on business forecasting,...


  • London, Greater London, United Kingdom Hoxton Wealth Full time

    Salary: £24,000 per annum (year one), increasing to £28,800 per annum (year three)Job Description:This challenging role involves learning how to generate activity and create inbound and outbound leads within the specific areas of financial planning Hoxton specializes in. You will be exposed to various facets of the wealth management industry, including...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    About Us:Enver Wealth Management Ltd. is a well-established and respected provider of financial services in London. With a strong focus on customer satisfaction and excellence, we have built a reputation for delivering tailored solutions to meet the diverse needs of our clients.We are now seeking a Trainee Financial Planner to join our team in Kingsway,...


  • London, Greater London, United Kingdom Quintius Staffing Group Full time

    Job OverviewAs a key member of our wealth management team, you will be responsible for delivering robust out-performance of the market that aligns with our chosen investment strategy.You will hold Chartered Financial Planner status or equivalent and work collaboratively across our Investment & Wealth Management Division.Additional responsibilities will...


  • London, Greater London, United Kingdom mbf Full time

    About MBF:We are a well-established and respected wealth management firm based in London, dedicated to delivering bespoke financial solutions to ultra-high net worth individuals. Our company's rich history spans over a century, marked by a strong reputation for professionalism and integrity within the industry.Job Description:We are currently seeking a...


  • London, Greater London, United Kingdom BWD Search Full time

    BWD Search is currently recruiting for a Wealth Management Professional to join our team. The successful candidate will have a Chartered Financial Planner qualification and experience working in wealth management.In this role, you will work with high net worth clients to advise them on complex financial planning and investment strategies. You will also be...


  • London, Greater London, United Kingdom Eden Resourcing Full time

    Growing Career Opportunities for a Dedicated Financial PlannerEden Resourcing is seeking a dedicated and driven Financial Planner to join their team. A highly competitive salary of $130,000 - $190,000 per year is offered for this exciting opportunity.The successful candidate will have achieved Chartered Status (or be close to) and possess the ability to...


  • London, Greater London, United Kingdom ENGINEERINGUK Full time

    Job OverviewWe are seeking an experienced Wealth Planning Support Specialist to join our team in London. The successful candidate will provide administrative support to our wealth planners and paraplanners, ensuring that all new business documentation is accurate and processed in line with agreed service standards.About the RoleProvide initiative-taking and...