Wealth Management Assistant

Job Title: Business Operations CoordinatorThis is an exciting opportunity to join a leading Wealth Management company as a Business Operations Coordinator. The role involves providing administrative support to a Partner and their team, ensuring the smooth operation of the office. You will be responsible for preparing letters, presentations, and reports, as...

Wealth Management Advisor OpportunityWe are seeking a highly skilled and experienced Wealth Management Advisor to join our Client Servicing team in Cheltenham.This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice...

Job Description:This is a challenging and rewarding role for a motivated and organized individual who wishes to work as an Office Management Specialist in a fast-paced wealth management environment.As an Office Management Specialist, you will be working closely with a senior partner to ensure the smooth day-to-day running of the practice. Your duties will...

Join Our Team: Wealth Management AssociateOverview:Capio Recruitment is proud to partner with a leading Wealth Management outfit based in Cheltenham. We're on the hunt for a skilled Wealth Management Associate to help deliver exceptional financial services to our clients.The Role:You'll be part of a friendly and professional team that boasts a fantastic...

Cheltenham Financial Planning JobAre you looking for a challenging and rewarding role in financial planning? We are seeking a skilled Wealth Management Advisor to join our team in Cheltenham. This exciting opportunity offers a competitive salary of £29,000 - £35,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As...

As a Private Wealth and Estate Manager at Chadwick Nott, you will play a crucial role in leading and developing our private client department in Cheltenham.You will be responsible for managing complex private client matters including wills, probate, tax planning and estate administration.This role requires a highly experienced lawyer with at least 6 years'...

About the Role:We are seeking an Entry Level Financial Planner to join our team in Bath or Cheltenham. The successful candidate will assist our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork, client liaison, and...

We are seeking an Associate Solicitor - Private Wealth to join our Cheltenham-based team. As a key member of our Private Client team, you will provide high-quality support and advise on a wide range of Private Client issues.About the RoleThis is an exciting opportunity to work with a respected legal firm in the country. Our Private Client team excels in...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

This is an exciting opportunity to join our partner company's Client Servicing team in Cheltenham. As a Client Servicing Professional, you will be responsible for providing Financial Advice to valued clients, administering new client pensions, investments and risk contracts, and managing annual client reviews.You will work closely with the team to ensure...

Job Summary:We are seeking a skilled Relationships Business Manager to build and maintain relationships between clients and our Financial Planning team. The ideal candidate will have at least 2 years' experience in a similar role within financial planning or wealth management sector.

Job Overview: Recruit UK Ltd. is seeking a highly skilled and organized Financial Planning Administrator to join their team in either Bath or Cheltenham. The ideal candidate will possess excellent communication skills, be able to multitask, and demonstrate strong problem-solving abilities. As an Entry Level Financial Planning Administrator, you will assist...

Job Overview:In this exciting opportunity, you will work as a Financial Planner for IDEX Consulting Ltd, based in either Cheltenham or Hereford.You will be responsible for providing premium services to high net-worth clients, leveraging your expertise in financial planning.

Salary and BenefitsThe salary for this position is £80,000 DOE with additional benefits including 25 days annual leave, 30% of new business income, and a pension contribution.

This is an excellent opportunity for a dedicated and ambitious Financial Planner to take their career to the next level. Our client offers a competitive starting salary and a chance to work remotely while maintaining strong local client connections.Key Responsibilities:*Building and nurturing relationships with allocated clients.Servicing and managing...

Job DescriptionWe are seeking a highly skilled Senior Private Client Professional to join our Cheltenham-based team. This is an excellent opportunity for someone who wants to take their career to the next level and make a real difference in the lives of our clients.The successful candidate will provide high-grade, profitable fee-earning support in the...

Senior Financial Planning RoleIDEX Consulting Ltd is seeking a highly experienced Financial Planner to join their team in Cheltenham or Hereford. This is a fantastic opportunity for a motivated individual to work with high net-worth clients and deliver a high-quality service.ResponsibilitiesManage a portfolio of high net-worth clients.Deliver exceptional...

Chadwick Nott, a leading full-service law firm in Cheltenham, seeks an ambitious and driven Private Wealth Solicitor to join their thriving team.The ideal candidate will have 3+ years of post-qualification experience in succession and tax planning, estate administration, and trust work. Estimated salary for this role is £60,000 - £80,000 per annum,...

Private Client Senior Associate: CheltenhamSalary Details: The successful candidate can expect a salary of around £110,000 per annum, based on experience and qualifications.Firm Overview: Our client is a prominent law firm in the Cotswolds region, delivering high-quality commercial and private client services. They cater to a broad range of clients, from...

Job Summary:We are IDEX Consulting Ltd, a leading provider of bespoke financial planning services. We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. This is a fantastic opportunity to join a dynamic and ambitious company, working with high net-worth clients and delivering tailored solutions that meet their unique...