Wealth Management Professional

Wealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...

We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...

About the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

Job OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.

About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...

Career Advancement in Financial ServicesWe are looking for an experienced Wealth / Asset Management Consultant to join our team in London or Edinburgh. As a key consultant, you will play a critical role in driving change and transformation in the financial services industry.About the Role:You will lead operational and change initiatives in wealth and asset...

We are seeking a highly skilled Wealth Management Professional to join our team at Schroders.The RoleYou will be responsible for supporting Portfolio Managers and Directors in managing clients' portfolios, developing relationships of trust, and reacting to client enquiries.Key QualificationsBachelor's degree in a relevant field such as finance or...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

My client is a well-respected wealth management firm based in the heart of Edinburgh. We are seeking an experienced Paraplanner to join our team, providing support to our Financial Adviser and MD.The ideal candidate will have a background in Pensions and Investments, with excellent report writing skills and experience of using research tools such as FE...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

Company OverviewC&P Recruitment is a leading agency specializing in wealth and asset management placements. Our clients are well-established, privately-owned firms with a strong presence in Scotland.The successful candidate will be part of a dynamic team responsible for delivering exceptional recruitment services to our clients.

We are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...

About Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...

Job OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...

Career OpportunityIDEX Consulting is a leading consulting firm seeking a talented Private Wealth Management Professional to join our team. In this role, you will work closely with high net worth individuals, providing expert financial guidance and advice.Key Responsibilities:Develop and maintain relationships with clients, understanding their financial goals...

We are recruiting for an experienced Operations Coordinator to join our Wealth Management team in Edinburgh. The successful candidate will have previous experience working in an administrative role within the financial services sector and possess excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Your key...

Job Overview">We are seeking an experienced Independent Financial Advisor to join our wealth management practice, specializing in high net worth clients. As a key member of our team, you will leverage your market knowledge and exceptional service skills to deliver first-class advice and relationship management.This role involves servicing a book of business...

We are seeking a highly skilled Wealth Management Administrator to join our team in Edinburgh. As a key member of the support team, you will be responsible for report writing, research, and financial reviews for HNW clients.The successful candidate will have experience in a whole of market/IFA environment or as a provider with expertise in report writing and...

About the Role:We are looking for a skilled Administrative Professional to join our team at Meraki Talent Ltd as a Wealth Management Support Specialist. In this role, you will work closely with our Wealth Managers to support them in managing client relationships and other key responsibilities.Estimated Salary: £38,000 - £48,000 per annum (based on location...