Career Development Specialist in Wealth Management

We are seeking a Wealth Management Support Specialist to join our growing team at IDEX Consulting. As a Wealth Management Support Specialist, you will provide critical support to our wealth management team, working closely with our experienced financial planners to deliver exceptional client outcomes.About the PositionTo work closely with the Financial...

NJR Recruitment are currently seeking a highly skilled Wealth Management Support Specialist to join a leading Independent Wealth Management Advisory Firm in Leeds.The successful candidate will have started the R0 qualifications and have a strong understanding of Investment and Pension products. They will be responsible for processing new business, liaising...

Financial Adviser - Wealth Management SpecialistWe are seeking a highly skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser - Wealth Management Specialist, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...

Company OverviewWe are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This private equity backed business is expanding and acquiring further growth opportunities.About Our ClientOur client provides a holistic service across financial planning, wealth management, investment management and...

Financial Planning RoleAs a Financial Planning Specialist with CB3 Associates Ltd, you will be responsible for delivering high-quality financial planning and wealth management services to our existing clients. Your primary goal will be to enhance client servicing agreements, self-generate appointments, and identify new business opportunities to further...

About the National Wealth FundThe National Wealth Fund is a leading institution in the UK, dedicated to investing profitably to reduce carbon emissions and drive local economic growth. Our portfolio management team plays a critical role in achieving this mission.

Job Description: Strategic Wealth ManagerWe are seeking a highly motivated and experienced Strategic Wealth Manager to join our team at Artemis Recruitment Consultants Ltd in Leeds.As a Strategic Wealth Manager, you will be responsible for managing a portfolio of clients and providing them with comprehensive financial guidance and advice. Your expertise will...

Company Overview:Recruit Wealth Ltd is delighted to be representing one of the fastest-growing, national financial planning businesses in the UK. This private equity-backed business is expanding and acquiring new opportunities.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional...

Job DescriptionThe Client Services Analyst - Specialist role is a key position within Schroders Personal Wealth, responsible for delivering exceptional client service by handling a variety of client requests efficiently and accurately.Key Responsibilities:Client Support: Provide professional and empathetic support to clients, ensuring their needs are met...

About HSBC Global Services LimitedHSBC Global Services Limited is a leading provider of banking, investment, and wealth management solutions. We help high net worth clients and their families achieve their ambitions.Career OpportunityWe are currently seeking an Investment Counsellor to join our team in Leeds.Job DescriptionThis role is based in Leeds and...

At Virtus Talent, we're dedicated to helping ambitious individuals excel in the supply chain and logistics industry. As a Career Development Specialist, you'll play a key role in building relationships with clients and candidates, delivering exceptional results and driving growth.Key Responsibilities:Develop and maintain relationships with clients and...

As a Career Development Specialist at Maximus UK, you will conduct a range of recruitment and development activities to inspire candidates to achieve their full potential.Key Responsibilities:To assign candidates to the most suitable element of the Service or that of another service partner.To support candidates in identifying and overcoming barriers to...

Unlock Your Potential as a Pension Wealth ManagerWe are seeking an experienced Investment Consultant to join our team at XPS Pensions Group. As a Pension Wealth Manager, you will be responsible for leading client relationships and providing expert advice to help them achieve their financial goals.About the RoleThis is an exciting opportunity to work with a...

Embark on a rewarding career in IT with our comprehensive Trainee IT Web Developer program.We connect talented individuals with innovative companies in the UK, offering a unique opportunity to kick-start a new career in web development.Pursue a challenging and dynamic role that leverages your skills and passion for coding.Experience: Not requiredEmployment:...

Role OverviewWe are seeking an experienced Account Executive to join our leading UK broking group, taking the next step forward in their insurance career.This role will suit an individual with commercial insurance experience, looking to drive growth and develop their skills further.Key ResponsibilitiesDrive business growth by engaging with leads,...

Job DescriptionThis role involves providing administrative support to our wealth management team, ensuring the smooth operation of our office facilities, and delivering exceptional customer service to our clients and colleagues.Key ResponsibilitiesManage the internal facilities, including visitor management and equipment for the head office.Perform...

2025 Graduate Recruitment SchemeMy Recruitment Career is offering a unique opportunity for individuals to kick-start their career in recruitment. As a graduate recruitment specialist, you will be responsible for sourcing, screening, interviewing, and placing candidates in various roles.About the RoleThis role requires strong communication skills, a proactive...

Job SummaryA rare succession opportunity has become available at G2 Legal Limited, one of the leading law firms in the region. This is a senior level, long term appointment for someone who will succeed the current Head of Private Client in a few years.Key ResponsibilitiesOffer pragmatic and commercial support and advice to clients on all aspects of private...

Job OverviewA highly motivated Business Development Manager is required to lead relationships and sales in the Leeds region for a wealth management firm with £6bn AUM, ambitious growth plans, and a unique collaborative culture focused on HNW clients.Key ResponsibilitiesBuild strong relationships with professionals, including Financial Advisors and Chartered...

Private Wealth Legal Director Job DescriptionWe are seeking a seasoned STEP qualified Legal Director to join our expanding Private Wealth team at Clarion Solicitors Limited.About the Role:This is an excellent opportunity for a highly experienced solicitor or legal executive with a minimum of 8 years' experience in private wealth law to take on a leadership...