Wealth Management Administrator

New 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...

Job 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...

About Our CompanySuccession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide services to individuals and corporate clients across the UK.Your OpportunityWe're looking for an organised and competent Administrator to join our...

About the CompanyTitan Wealth Holdings Limited is a leading financial planning company located in Bristol, UK. Our focus is on providing best-in-class advice on wealth management, employee benefits, and retirement planning. We strive to create a positive, collaborative team culture and foster an inclusive environment that values diversity and equity.We are...

We are seeking a Private Wealth Manager to join our dynamic team at Michelmores in Bristol or Exeter.Job SummaryThe successful candidate will have experience in trust administration and management of a large number of trusts, with a focus on providing an efficient trust administration service.Key ResponsibilitiesLiaising with accountants and coordinating the...

SUCCESSION WEALTH IS SEEKING A HIGHLY ORGANISED AND COMPETENT IFA ADMINISTRATOR TO JOIN OUR CLIENT DELIVERY TEAM IN BRISTOL. AS A KEY MEMBER OF OUR TEAM, YOU WILL SUPPORT OUR WEALTH PLANNERS TO DELIVER EXCEPTIONAL CLIENT SERVICE AND ACHIEVE OUTSTANDING RESULTS.Your main responsibilities will include liaising with policy providers, obtaining policy...

Are you a seasoned professional in corporate benefits administration? Do you have a passion for leading high-performing teams and delivering exceptional client experiences? Look no further! Titan Wealth Holdings Limited, a leading financial planning company in Bristol, UK, is seeking a Group Risk and Healthcare Manager to join its dynamic team.Key...

We are Evelyn Partners, a leading wealth management and professional services firm with a rich history of 186 years. Our core values of Personal and Performance drive our commitment to delivering exceptional results for our clients.About the OpportunityThis is an exciting opportunity to join our finance team as an Account Payable Assistant. As a key member...

Join our dynamic Private Wealth team as a Taxation Specialist!In this role, you will be responsible for preparing tax returns, managing client relationships, and ensuring all administrative tasks are completed efficiently. As a key member of our team, you will have the opportunity to work closely with lawyers, accountants, financial advisors, and tax...

Job Description: Private Wealth CounselorWe are seeking an experienced Private Wealth Counselor to join our team in Bristol. As a key member of our Private Wealth team, you will handle succession and tax legal matters for high-net-worth clients.The ideal candidate will have at least 4 years of PQE in Private Wealth law and be able to communicate complex...

Role Overview: We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in Bristol. This is a unique opportunity to work with a leading wealth management firm and contribute to its growth strategy. As a Paraplanner, you will be responsible for supporting our advisers in preparing pre-approval documentation, utilizing technology to...

About the Role    The Private Wealth Law Director position requires an individual with at least 4 years of PQE in Private Wealth law. You will advise HNW clients on complex succession planning, inheritance tax, and estate administration. Your responsibilities will also include developing and implementing bespoke strategies to optimize tax efficiency,...

Service Care Solutions collaborates with a renowned Legal 500 firm in Bristol, seeking an accomplished Private Wealth Law Director. This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have at least 4 years of post-qualification experience (PQE) in Private...

Looking for a challenging and rewarding role in corporate benefits administration? Look no further! Titan Wealth Holdings Limited, a leading financial planning company in Bristol, UK, is seeking a Corporate Benefits Leader to join its senior leadership team.Key ResponsibilitiesTeam LeadershipLead and manage the Group Risk & Healthcare Team, driving...

Service Care Solutions Ltd is partnering with a leading law firm based in Bristol to recruit an experienced attorney for their Private Wealth team.About the RoleThis challenging position involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration. You will work closely with a multidisciplinary team to...

About UsTitan Wealth Holdings Limited is a leading provider of financial planning services based in Bristol, UK. Our goal is to help businesses and their employees achieve their financial goals through expert advice on wealth management, employee benefits, and retirement planning.Job OverviewWe are seeking an experienced Financial Planning Manager to lead...

Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...

Job Title: Senior Trust Administrator: Private Wealth and GovernanceAbout Us:Michelmores is a forward-thinking law firm that provides exceptional service to its clients. We are committed to helping individuals and businesses navigate complex legal issues and achieve their goals.Salary: £45,000 - £60,000 per annum, depending on experienceJob Description:We...

Job Title: Trainee Wealth Management SpecialistCavendish Maine, a leading Financial Planning firm in the UK, invites applications from motivated Trainee Financial Advisors to join our team in Bristol.This exciting opportunity allows individuals to progress their career as a Financial Advisor, with the chance to manage an existing client portfolio and pursue...

Titan Wealth Holdings Limited, a top financial planning company in Bristol, UK, seeks a Financial Planning Director to lead its Group Risk and Healthcare Team. This role involves managing team performance, ensuring compliance with FCA regulations, and providing integrated employee benefits solutions. The ideal candidate has extensive experience in corporate...