Wealth Management Professional

Job DescriptionKey Responsibilities:• Achieve established targets for new clients, net portfolio growth, assets and revenues;• Build new relationships/clients through networking and cold calling;• Develop existing relationships, increase client investment in LOM products and maximise commercial outcomes for LOM;• Provide clients with expert financial...

OverviewLOM Financial Group - Wealth Management is a leading global investment firm, headquartered in Bermuda and operating in various international locations. With a strong presence in the Bahamas, Grand Cayman, and the UK, we offer comprehensive wealth management services to high net worth clients worldwide.

Job DescriptionJob Title: Associate Financial Planning DirectorReports to: Private Client DirectorKey Responsibilities:Client Relationships: Maintain and develop strong relationships with existing clients, providing exceptional service and identifying opportunities for growth.Financial Planning: Support the development of comprehensive financial plans that...

About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...

About UsWe are Lloyds Banking Group, a leading financial services provider.Job DescriptionAs a Senior Wealth Manager at Lloyds Banking Group, you will play a key role in managing our clients' wealth. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Key...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

About the Role:We are looking for an Independent Investment Manager to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Develop and implement comprehensive investment strategies for clients.Monitor...

We are seeking a skilled Wealth Management Data Administrator to join our team at IDEX Consulting in Edinburgh.Job DescriptionThis role involves accurate and timely processing of client static data changes, including address updates, bank details modifications, ongoing fee adjustments, and online access maintenance.The successful candidate will be...

Job DescriptionThis Investment Wealth Manager role presents an excellent opportunity for a talented individual to join abrdn's financial planning team. The successful candidate will have a strong background in financial planning, paraplanning experience, and a solid understanding of investment markets, products, and services.The ideal candidate will be...

Joining CAPCO - Wealth and Asset Management DomainAs a Business/Change Analyst within our Wealth and Asset Management Domain, you will work closely with financial institutions to advise and deliver change projects as part of our long-term strategic partnership. Key responsibilities include:Working with stakeholders to identify and implement new and better...

Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...

Eden Scott: Exciting Opportunity for Experienced IFAA growing wealth management practice seeks an experienced financial professional to join their team, servicing a client base with recurring income and handling new business through referrals.The role involves relationship management, securing and preserving client contacts, and acting as an ambassador for...

We are looking for a seasoned Backend Engineering Manager to join our Billing Team at Addepar.Our team is responsible for building a scalable, feature-rich billing system for wealth management firms of all sizes. This role offers the opportunity to lead a team of engineers and contribute to our inclusive and dynamic engineering culture.The ideal candidate...

About this roleAs a key member of the Scottish Widows Intermediary Wealth Distribution teams, you will play a lead supporting role using data and insight to drive business growth.Job SummaryWe are seeking an experienced data analyst to join our team as a Wealth Insights Strategist. In this role, you will be responsible for delivering high-quality insights...

We're Addepar, a leading provider of scalable trading and rebalancing platforms for wealth management firms. Our mission is to empower engineers to succeed and cultivate an environment that creates high-quality engineering processes.As an AWS Senior Backend Engineer, you will be responsible for building an inclusive team culture and empowering engineers to...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

About the RoleWe are seeking an experienced Client Contract and Services Executive to join our team at Cazenove Capital.ResponsibilitiesSet Up Accounts: Establish new client relationships by setting up accounts and ensuring all necessary documentation is complete.Maintain Client Relationships: Develop strong relationships with clients and professional...

Avaloq, a leading provider of wealth management technology and services, is seeking a skilled Senior Software Engineer. This role plays a vital part in our global expansion, with around 2,500 colleagues across 12 countries and over 160 clients worldwide.We are responsible for delivering high-quality solutions to our clients, including private banks, wealth...

Lloyds Banking Group is a leading financial services company that's dedicated to helping Britain prosper. We're seeking a talented Wealth Performance and Analytics Lead to join our team, and help drive business growth through data-led decision making.About the RoleThis is an exciting opportunity for someone who's passionate about working with data to deliver...

We are seeking a skilled Client Support Specialist to join our team at IDEX Consulting in Edinburgh. The ideal candidate will have previous experience in a Wealth Management business, with a strong understanding of investment products, wrappers, and platforms.Accurate and timely processing of client data changes, including address updates, bank detail...