Discretionary Wealth Management Lead
2 weeks ago
MERJE is currently working with a highly reputable discretionary wealth management business in their search for a Business Quality/File Review specialist. The ideal candidate will lead the Business Quality Unit to ensure the firm meets its regulatory requirements in relation to standards of investment advice, portfolio management, and record keeping.
The successful individual will be responsible for overseeing, developing, and maintaining the investment management file monitoring framework and associated procedures. They will also conduct root cause analysis on identified issues and trends, review and analyze data from file monitoring to identify patterns and areas for improvement, and produce and present Management Information reports to the Chief Operating Officer and Business Manager.
We are looking for someone with relevant file review/business assurance experience gained in a wealth or investment management environment. Strong project management skills, excellent communication skills, both written and verbal, and excellent report writing and presentation skills are also essential. In-depth knowledge of UK financial regulations, particularly Consumer Duty, is also required.
Estimated Salary: £65,000 per annum
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Wealth Management Assistant
2 weeks ago
London, Greater London, United Kingdom Tanager Wealth Management Full timeWe Are GrowingTanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA. We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.About the RoleThis role...
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Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...
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Wealth Management Development Manager
2 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWe are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...
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Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As a key member of our team, you will be working alongside a Senior Wealth Manager and their growing team to provide...
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Associate Wealth Manager Role
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout UsWe are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.This Associate Wealth Manager role is perfect for ambitious...
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Discretionary Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom Martis Search Full timeAbout UsMartis Search is a leading boutique wealth management firm based in London's West End. We offer a unique opportunity for individuals to develop their skills and contribute to the growth of our business.We are committed to providing exceptional service to our clients and are seeking talented professionals who share our values and passion for...
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Discretionary Investment Manager
2 weeks ago
London, Greater London, United Kingdom Hanover Full timeJob Title: Discretionary Investment ManagerWe are seeking an experienced Discretionary Investment Manager to join Hanover, a leading provider of wealth management solutions. This critical role involves developing strategic partnerships with Independent Financial Advisers (IFAs) across London and the South East regions.About the Role:This is an outstanding...
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Wealth Management Trainee
1 month 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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Independent Wealth Manager
2 weeks ago
London, Greater London, United Kingdom AFH Wealth Management Full timeWealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...
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Wealth Management Specialist
2 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeEnver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...
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Wealth Management Business Strategist
1 month 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 Consultant
4 days ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeJob OverviewSkybound Wealth Management is seeking a talented Business Development Manager to join our team. As a Business Development Manager, you will play a crucial role in driving business growth and revenue expansion.Main ResponsibilitiesTo identify and pursue new business opportunities and lead generationTo develop and maintain relationships with key...
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Wealth Management Coordinator
2 weeks ago
London, Greater London, United Kingdom Tanager Wealth Management Full timeWe are seeking a highly organized and detail-focused individual to join our client services team as a Client Services Associate. This role requires a strong understanding of financial services, including AML & KYC, and the ability to work effectively in a fast-paced environment.About the RoleAs a Client Services Associate, you will be responsible for...
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Wealth Management Professional
7 days ago
London, Greater London, United Kingdom Hoxton Wealth Full timeOverviewHoxton Wealth is a leading provider of wealth management services, offering a unique opportunity for individuals to build a rewarding career in this field.The company provides comprehensive training and support to ensure success in the role, with a focus on developing resilience, determination, and ambition.
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Discretionary Fund Manager
2 days ago
London, Greater London, United Kingdom Delectus Partners Full timeJob OpportunityDelectus Partners is a leading discretionary fund management business seeking an experienced Investment Professional to lead the construction of its multi-asset model portfolios.The successful candidate will have a strong background in private wealth management, specifically portfolio management, and a proven ability to deliver results-driven...
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Financial Wealth Manager
2 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob OverviewWe are seeking an experienced Financial Wealth Manager to join our team at LOM Financial Group - Wealth Management.
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Wealth Management Advisor
2 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeSalary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.
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Wealth Management Career Opportunities
1 month 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 Trainee
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeAbout Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....
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Wealth Creation Advisor
2 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeKey ResponsibilitiesAn experienced Wealth Creation Advisor will be responsible for providing expert financial advice and planning, including investments, banking products, and credit, to our international clientele.Salary InformationThe estimated annual salary range for this role is $150,000 - $400,000+, commensurate with experience and assets under...