Trainee Wealth Manager
6 days ago
We are looking for a highly skilled Trainee Wealth Manager to join our team in Leeds. The ideal candidate will have a strong understanding of financial services and the ability to work effectively with clients to meet their financial needs.
Key Responsibilities:The successful candidate will be responsible for:
- Conducting client meetings to discuss their financial goals and objectives
- Developing and implementing personalized financial plans to meet client needs
- Maintaining accurate records of client interactions and transactions
- Staying up-to-date with industry developments and best practices
A competitive salary of £28,000 - £33,000 per annum is on offer for this role, along with opportunities for professional development and career advancement.
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Senior Wealth Planner
4 weeks ago
Leeds, Leeds, United Kingdom Recruit Wealth Ltd Full timeCompany 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...
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Portfolio Management Specialist
4 weeks ago
Leeds, Leeds, United Kingdom National Wealth Fund Full timeAbout 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.
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Senior Financial Planning Manager
4 weeks ago
Leeds, Leeds, United Kingdom Recruit Wealth Ltd Full timeCompany 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...
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Strategic Wealth Manager
4 weeks ago
Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob 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...
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Wealth Management Support Specialist
4 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Full timeWe 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...
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Wealth Management Assistant
2 weeks ago
Leeds, Leeds, United Kingdom JohnstonGreer Ltd Full time**Job Overview:**JohnstonGreer Ltd is seeking a skilled Paraplanner to provide technical support in wealth management, working closely with Financial Planners and Directors. The company offers a comprehensive range of financial and investment planning services, including retirement and tax planning.
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Wealth Management Support Specialist
4 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeNJR 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...
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Reward Strategy Manager
5 days ago
Leeds, Leeds, United Kingdom Schroders Personal Wealth Full timeHead of Reward (Maternity cover)This role is responsible for overseeing the design, implementation and management of compensation and benefit programmes to attract, retain and motivate employees. The successful candidate will develop and implement reward strategies that align with our business objectives.About the RoleWe are seeking a highly skilled and...
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Tax Analyst Trainee
2 weeks ago
Leeds, Leeds, United Kingdom RSM UK Full timeBecome a valued member of our team as a Tax Analyst Trainee at RSM UK, where you'll embark on a journey to become a skilled tax analyst.As a trainee, you'll participate in a structured training program designed to equip you with the knowledge and skills required to succeed in tax analysis. You'll work under the guidance of experienced professionals,...
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Wealth Management Assistant
2 days ago
Leeds, Leeds, United Kingdom Schroders Recruitment Full time**Job Summary**Schroders Recruitment is looking for a highly skilled Investment Operations Coordinator to join our team. As an Investment Operations Coordinator, you will play a key role in supporting the Portfolio Management team in delivering exceptional investment services to our clients.The ideal candidate will have excellent IT skills, a keen interest...
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Leeds, Leeds, United Kingdom IDEX Consulting Full timeJob 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...
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Wealth Management Associate
2 weeks ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is seeking an experienced Wealth Management Associate to join our dynamic Account Services team. In this role, you will be responsible for proactively supporting our external financial advisers, providing expert guidance on investment information, and maintaining accurate records in our core systems. Your primary focus...
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Senior Wealth Management Assistant
1 week ago
Leeds, Leeds, United Kingdom NJR Recruitment Careers Full timeWe are delighted to be working with a prominent Independent Wealth Management Advisory Firm in Leeds. As part of their ambitious team, they seek a skilled IFA Administrator to assist in their daily activities.About the Role:Support various experienced Advisers in providing complex advice to High Net Worth ClientsProcess new business, manage LOAs, obtain...
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Wealth Planning and Succession Lawyer
4 weeks ago
Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full timePrivate 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...
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Pay Design and Implementation Lead
5 days ago
Leeds, Leeds, United Kingdom Schroders Personal Wealth Full timeHead of Reward (Maternity cover)This role is responsible for overseeing the development and implementation of reward strategies that align with our business objectives. The successful candidate will be responsible for managing performance-related pay, conducting market benchmarking, and ensuring compliance with regulatory requirements and our Remuneration...
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Private Wealth Director of Law
2 days ago
Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full timeJob Title: Private Wealth Director of LawCompany Overview:Clarion Solicitors Limited is a reputable law firm seeking an experienced Private Wealth Director of Law to join their team.Salary:We offer a competitive salary of approximately £120,000 - £150,000 per annum, reflecting the high level of expertise and experience required for this role.Job...
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Private Client Advisor
2 weeks ago
Leeds, Leeds, United Kingdom Recruit Wealth Ltd Full timeUnleash Your Potential in a Dynamic Financial Planning EnvironmentThis exciting opportunity has arisen to join a dynamic and fast growing Financial Planning business in the UK. The company provides a holistic service to its clients, covering financial planning, wealth management, investment management and professional services.The ideal candidate will have a...
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IT Service Management Trainee
4 weeks ago
Leeds, Leeds, United Kingdom Jet2 Full timeJob OverviewWe are seeking a highly organized and enthusiastic IT Service Management Trainee to join our team at Jet2.com and Jet2holidays. This is an exciting opportunity for you to develop your skills and knowledge in IT Service Management.
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HNW Wealth Advisor
4 days ago
Leeds, Leeds, United Kingdom Austin Fraser Full timeGrow your career with Austin Fraser in Harrogate's dynamic financial planning environment.The company excels in offering expert advice on wealth management, employee benefits, and retirement planning to businesses and their employees.This period presents great chances for expansion.About this Position:This Paraplanner role assists Financial Planners in...
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Management Accountant Trainee Position
18 hours ago
Leeds, Leeds, United Kingdom Agility Resoucing Full timeCompany OverviewOur client, a renowned global manufacturing organisation based in the United Kingdom, is seeking an ambitious and analytical Trainee Management Accountant to join their team. This exciting opportunity allows individuals to develop their skills and knowledge in accountancy and finance while working towards becoming a qualified...