Wealth Management Specialist
2 weeks ago
St. James's Place plc is a leading provider of wealth management services, offering bespoke financial advice and products to high net worth individuals.
In this role, you will work closely with our Wealth Managers to deliver exceptional client support, managing client review meetings and updating confidential financial reviews. You will also handle incoming calls and provide administrative assistance as needed.
Key requirements for this position include relevant experience in wealth management or financial services, proficiency in Salesforce software, strong communication skills, and excellent organizational abilities.
The salary for this role is estimated to be between £23,000 - £30,000 per annum, based on experience. This provides an attractive opportunity for continuous learning and development, with the chance to progress and complete CII exams within the company.
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Wealth Management Trainee
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
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Wealth Management Business Strategist
3 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...
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Wealth Management Specialist
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeUnlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...
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Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock 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...
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Wealth Management Career Opportunities
1 week ago
London, Greater London, United Kingdom Hoxton Wealth Full timeAbout Hoxton WealthWe are a leading wealth management company dedicated to providing exceptional financial services. Our team is passionate about helping clients achieve their goals and secure their financial futures.
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Wealth Management Professional
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...
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Holistic Wealth Manager Opportunity
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeWealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...
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London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
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Career Advancement in Wealth Management
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time**Job Title:** Financial AdviserAbout Us:Enver Wealth Management Ltd. is a reputable firm that has established itself as a trusted adviser to clients, particularly those in the online influencer space. Founded by Ed Enver in 2014, we have grown into one of SJP's most successful and fastest growing businesses.Salary: We offer both an employed and...
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Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Hanover Full time**Wealth Management Specialist Wanted!We are seeking a skilled Wealth Management Specialist to join our team at Hanover. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Job Description:**As a Wealth Management Specialist, you will be responsible for managing client...
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Product Reporting Framework Lead
2 weeks ago
London, Greater London, United Kingdom Schroders Personal Wealth Full timeJob DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...
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National Wealth Fund Executive
3 weeks ago
London, Greater London, United Kingdom National Wealth Fund Full timeAbout the RoleThe National Wealth Fund is seeking an experienced National Wealth Fund Executive to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
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Wealth Operations Analyst
3 weeks ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout Titan Wealth Holdings LimitedThe company's strategy is to provide modular, incremental services to its clients, allowing them to adjust their business models as needed. This includes financial planning, investment management, platform, trading, settlement and custody services.Clients receive custody services, clearing and settlement services, and trade...
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Expat Client Acquisition Manager
3 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth Management Business Development RoleAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. As a Business Development Executive, you will be responsible for building relationships with high net worth expat clients and providing them with exceptional service. This is an excellent opportunity for...
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Lead Data Scientist
2 weeks ago
London, Greater London, United Kingdom Wealth Dynamix Full timeJob Summary: We are looking for a highly motivated Senior Machine Learning Scientist to join our team at Wealth Dynamix. As a key member of the team, you will be responsible for leading the data science function, developing AI models, and implementing data pipelines to drive business growth and improve client outcomes. Your technical expertise in AI, machine...
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Wealth Propositions Specialist
3 weeks ago
London, Greater London, United Kingdom SS&C Technologies Holdings Full timeKey ResponsibilitiesAs a Wealth Propositions Specialist, you will be responsible for defining and driving forward innovative market-leading propositions for Investment Managed Wealth. You will work closely with internal and external stakeholders, including product owners, change management, and delivery teams.Your primary goal will be to support the...
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Senior Wealth Management Compliance Specialist
1 month ago
London, Greater London, United Kingdom Compliance Professionals Full timeJob Title: Senior Wealth Management Compliance SpecialistJob Summary: We are seeking a highly skilled Senior Wealth Management Compliance Specialist to join our team at Compliance Professionals. As a Senior Wealth Management Compliance Specialist, you will be responsible for leading the onboarding process for wealth management clients, ensuring compliance...
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Strategic Corporate Partnership Manager
4 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeRole OverviewAAG Wealth Management is seeking a Corporate Client Relationship Manager to join our Financial Education and Strategic Partnerships Team. This role will be a hybrid (in-office / home working) based role working from our offices in London.Key ResponsibilitiesBuild and maintain relationships with Share Plan, HR, and Reward key contacts and...
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Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom OneDome Full timeElevate your career as a wealth management specialist with OneDome, where you'll have the autonomy to work independently while enjoying unrivalled earning potential.We're a dynamic wealth management firm seeking motivated and ambitious professionals to join our self-employed team. With access to a substantial client base and the freedom to work from...
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Senior Wealth Management Specialist
4 weeks ago
London, Greater London, United Kingdom MI Search Full timeMI Search is working with a leading investment firm to recruit a Senior Wealth Management Specialist to support their financial planning team in London. The ideal candidate will have a strong background in paraplanning, with a minimum of a Level 4 Diploma in Financial Planning (CII or equivalent).This is a challenging and rewarding role that requires...