Wealth Management Professional

Artemis Recruitment Consultants Ltd is seeking an Administrative Support for Wealth Managers to join their team in Fareham.This role offers an excellent opportunity to work with a reputable firm and support the wealth management team with administrative tasks, ensuring the smooth operation of our services.The ideal candidate will possess a strong...

About the RoleWe are looking for a talented Wealth Management Consultant to join our team at Pinstripe Personnel. As a Chartered Independent Financial Planner, you will work closely with clients to develop personalized wealth management plans that meet their unique needs and goals.The successful candidate will have excellent communication and interpersonal...

We are seeking a highly skilled Holistic Wealth Management Expert to join our team in Fareham or Dorchester or Chiswick (W. London). The ideal candidate will have a proven track record of delivering exceptional client results and a deep understanding of financial planning and wealth management principles.The role offers an estimated annual salary of...

About the Role: As a Chartered Independent Financial Planner at our esteemed client's firm, you will play a pivotal role in driving business growth and delivering exceptional service to clients.Job Description:Job SummaryWe seek a highly skilled Independent Financial Advisor to join our award-winning firm. This role offers a unique opportunity to work in a...

Supporting Our Financial PlannersAt mbf, we are seeking a highly skilled Wealth Management Coordinator to support our financial planners by delivering high-quality reports and recommendations. This is an exciting opportunity to join a growing company and contribute to delivering exceptional client outcomes.Key Responsibilities:Preparing detailed suitability...

We are looking for a talented Client Service Coordinator to join our Atomos Investments Limited team in Fareham. This role offers the ideal candidate an opportunity to develop their skills in a dynamic work environment.About the JobYour primary responsibilities will include coordinating the schedules of our Financial Planners, arranging client meetings, and...

About the FirmPinstripe Personnel is a reputable firm with a strong reputation in the industry. We are committed to delivering exceptional client service and helping our clients achieve their financial goals.We are seeking a Holistic Wealth Manager to join our team, who will be responsible for providing expert financial advice to our clients, helping them...

Job Summary:We are seeking an Expert Wealth Advisor to join our prestigious, award-winning Chartered Independent Financial Planning firm. As a key member of our team, you will be responsible for providing expert financial planning advice to clients and building strong relationships with existing clients.The successful candidate will have a minimum of Diploma...

Job DescriptionAt Atomos, we value our employees' growth and development, which is why we offer a comprehensive training program to help you succeed in your role. As a Client Services Coordinator, you will be responsible for liaising with 3rd party providers, navigating provider platforms, and coordinating Financial Planner's diaries. Your attention to...

Job Summary: We are seeking an experienced Financial Adviser or IFA to join our team at Pinstripe Personnel. As a Chartered Independent Financial Planning firm, we pride ourselves on delivering exceptional service and rewarding our employees for their hard work.Key Responsibilities:To provide expert financial planning services to clients, ensuring they...

Compensation and BenefitsThe successful candidate can expect a competitive salary of £80,000+ per annum, reflecting the firm's commitment to rewarding high-performing IFA/Financial Planners.A negotiable package is available, offering a range of benefits that align with industry standards and expectations.

Atomos is a leading wealth management firm dedicated to delivering exceptional client service. We are seeking a highly skilled Client Care Professional to join our team in Fareham. In this role, you will provide administrative support to our Financial Planners, ensuring seamless client services and contributing to our growth.Job DescriptionAs a Client Care...

Job Role: Professional Standards OfficerThis is an exciting opportunity to support the development and compliance of financial advisers within a forward-thinking, client-focused business. You'll be instrumental in maintaining high professional standards and ensuring our financial advisers are both compliant and well-supported in their career development.The...

Company Overview: Pinstripe Personnel is a leading recruitment agency specializing in finance and accounting roles. With years of experience in placing top talent in top firms, we have established ourselves as a trusted partner for businesses seeking exceptional candidates.We are currently working with a reputable financial services firm that requires a...

We are seeking a talented Operations Administrator to join our client's team in Fareham, supporting the delivery of high-quality administrative services and contributing to the success of our client's business.Key responsibilities will include:Managing client relationships, providing exceptional service and ensuring seamless communication.Processing...

The Emerald Group is seeking a seasoned Senior Product Manager to lead their product governance function in the UK. The estimated salary for this role is £100,000 - £130,000 per annum, depending on experience.As the Head of UK Products and Operations, you will be responsible for overseeing all aspects of product development, from concept to launch,...

About Us: An award-winning Chartered Independent Financial Planning firm, Pinstripe Personnel, is seeking a highly skilled Financial Adviser or IFA to join their team. Our company is dedicated to providing exceptional service and rewarding our employees for their hard work.Role Overview: The successful candidate will be responsible for delivering...

**Pinstripe Personnel: A Leader in Wealth Management**We are a respected name in the industry, known for our dedication to client satisfaction and exceptional service.Our history dates back over two decades, during which we have built a reputation for integrity, professionalism, and outstanding results.**Job Summary:**We are seeking an accomplished Financial...

Award Winning Financial Adviser wanted to join our team in Fareham or Dorchester or Chiswick (W. London)! As a senior member of our team, you will be responsible for providing expert financial planning and wealth management services to a wide range of personal and corporate clients.The role is available on a hybrid or office-based basis and offers an...

We are a dynamic wealth management firm that values exceptional client service. If you are self-motivated and enthusiastic about delivering outstanding support, we encourage you to apply for this exciting opportunity.Job DescriptionThis role involves working closely with our Financial Planners to ensure seamless administrative support for their clients. You...