Senior Wealth Management Specialist

Job DescriptionWe are seeking an experienced Administrative Support Role for our Financial Planning & Wealth Management Business.Responsibilities include preparing correspondence, ensuring client records are accurate and up-to-date, processing letters of authority, and maintaining administration systems.The ideal candidate will have excellent communication...

About the Opportunity:We are seeking a highly motivated and organized Wealth Management Coordinator to join our team in Newcastle. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.Key Responsibilities:Prepare correspondence, including letters and emails, to...

Azets is looking for an experienced Wealth Management Compliance Expert to join our team.The ideal candidate will have a deep understanding of regulatory requirements and strong leadership skills to adapt to a changing compliance landscape.This role requires up-to-date knowledge of relevant laws and regulations affecting Wealth Management services and...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team.Key...

Job Title: Wealth Management Compliance LeadAzets is seeking a highly experienced Wealth Management Compliance Lead to join our team. As a key member of our compliance team, you will be responsible for leading our Wealth Management compliance efforts and ensuring that all activities comply with relevant laws and regulations.In this role, you will oversee the...

About the RoleWe are seeking an experienced Senior Wealth Strategist to join our team in Newcastle.As a key member of our team, you will be responsible for maintaining existing client relationships and developing additional private client business through your own and new individual connections as well as professional intermediaries.

Job OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...

We have an exciting opportunity for a Private Wealth Tax Specialist to join our team in Newcastle or Bristol. As a key member of our Tax/Trust Accounting team, you will be responsible for preparing tax returns, managing client relationships, and ensuring that all tasks are completed efficiently.Your main responsibilities will include:Preparing and reviewing...

Join Our TeamIDEX Consulting is a leading national Wealth Management firm seeking a skilled Wealth Management Associate to join our dynamic team. This exciting opportunity offers a competitive estimated salary of £35,000 - £40,000 per annum, depending on experience.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce...

Job Summary:We are looking for a skilled Paraplanner to join our team at JohnstonGreer Ltd. As a key member of our Wealth Management team, you will provide technical support and assist with the compilation of advice for our high-net-worth clients.About the Role:This is a fantastic opportunity to work with a prominent Wealth Management firm and contribute to...

Private Wealth Manager OpportunityHeat Recruitment seeks a seasoned Private Wealth Manager to drive business growth and expansion in Newcastle upon Tyne, UK.The ideal candidate will possess excellent communication skills, a deep understanding of the investment industry, and a proven track record in business development.Salary Information: The estimated...

About the RoleThis Senior Wealth Planning Advisor position offers an exciting opportunity to make a meaningful impact on people's lives by helping them achieve their financial goals. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our valued customers.Key ResponsibilitiesConduct thorough financial...

Are you looking for a challenging and rewarding role in the financial sector?Job Overview:We are seeking an experienced Administrator to join our Newcastle office and support our Advisers in providing excellent service to clients.As an Administrator, you will be responsible for preparing correspondence, maintaining client data, and processing new...

About the CompanyWe are representing a leading national Financial Planning & Wealth Management business that is seeking experienced Administrators to join their regional Newcastle offices.About the JobThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services...

About the Role: Director of Investment and Wealth ManagementLocation: Newcastle upon TyneSalary: £80,000 - £100,000 per annum + performance-related bonus and comprehensive benefits packageWe are seeking a skilled and ambitious professional to lead our investment and wealth management team. Your focus will be on developing quality business from various...

At Recruit Wealth Ltd, we are looking for experienced Paraplanners to join our Newcastle offices. With a focus on delivering high-quality financial advice to clients, this role offers an exciting opportunity to work in a dynamic and rapidly growing industry.The national paraplanning team are responsible for preparing and submitting advice pre-approval forms...

Sellick Partnership Limited - Private Practice is seeking a skilled Private Wealth Solicitor to join our team. As a Private Wealth Solicitor, you will be responsible for providing expert advice on financial management, estate planning, and tax efficiency strategies.About UsWe are a full-service regional law firm that is committed to delivering exceptional...

A Paraplanning position has become available at IDEX Consulting Ltd, a prominent national Wealth Management firm with offices in Chester and Newcastle. This home-based role requires occasional visits to the offices, so the ideal candidate must be able to commute easily to one of the locations.Main ResponsibilitiesPrepare financial reports by analyzing data...

We are seeking a highly skilled Regulatory Risk Specialist to join our Wealth Management team at Azets.The successful candidate will have extensive experience in compliance within the financial industry, with a focus on Wealth Management compliance, and a deep understanding of relevant financial regulations.This role requires strong analytical,...

Job Title: Regulatory Framework SpecialistAzets is looking for a seasoned Regulatory Framework Specialist to join our team and contribute to the development and implementation of our regulatory compliance framework. As a key member of our Wealth Management team, you will play a critical role in ensuring that all activities comply with relevant laws and...