Senior Wealth Management Consultant
4 days ago
We are looking for an experienced Senior Wealth Management Consultant to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing high-quality financial guidance and advice to clients.
Key Responsibilities:- Develop and implement effective financial plans for clients, taking into account their individual needs and goals.
- Provide expert advice on a range of financial products and services, including investments, savings, and protection.
- Work closely with clients to understand their financial situation and develop tailored solutions to meet their needs.
- A minimum of 2 years' experience in wealth management or a related field.
- Strong knowledge of financial products and services, including investments, savings, and protection.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
The salary for this role is estimated to be around £30,000 + bonus, depending on experience. If you are a motivated and results-driven individual with a passion for finance, please apply now.
This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. You will be working closely with clients to understand their financial needs and goals, and developing tailored solutions to meet those needs.
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Wealth Management Specialist
5 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAs a Senior Financial Planner at Hoxton Wealth, you will be responsible for conducting thorough research and analysis of client financial information to support financial advisors in developing financial plans and investment recommendations.About the RoleThis is an excellent opportunity to join a reputable wealth management firm and work with a talented team...
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Wealth Management Associate
4 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeJob Summary:Hoxton Wealth is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our wealth management team, you will assist financial advisors in developing financial plans and investment recommendations by conducting thorough research and analysis of client financial information.Main Responsibilities:Conduct thorough...
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Wealth Management Consultant
1 day ago
Liverpool, Liverpool, United Kingdom St. James's Place Full timeWe are excited to announce a unique Career Advancement Opportunity at St. James's Place. As a Wealth Management Consultant, you will play a critical role in helping our clients achieve their financial goals. We are seeking individuals who are entrepreneurial, self-motivated, and passionate about delivering exceptional customer service.The ideal candidate...
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Senior Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a leading global financial services firm with a strong presence in key international locations. With a tech and tax-led approach to financial planning, the company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.The company has around £2 billion in...
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Senior Financial Services Coordinator
1 week ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAbout Hoxton WealthHoxton Wealth is a global financial services firm with a strong presence in key locations. With a tech-led approach to financial planning, the company combines innovative technology solutions with expertise in tax-efficient strategies to deliver comprehensive wealth management services.Job OverviewWe are seeking a highly organized and...
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Financial Planning Consultant
1 week ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeCompany Overview:">Hoxton Wealth is a global financial services firm with a presence in key locations worldwide. Leveraging a tech and tax-led approach, the company delivers comprehensive wealth management services to clients through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and...
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Wealth Management Professional
1 week ago
Liverpool, Liverpool, United Kingdom Recruit UK Full timeAt Recruit UK, we are seeking a skilled Wealth Management Professional to join our team in Liverpool. As a Paraplanner, you will play a key role in supporting the delivery of high-quality financial planning services to clients. This includes conducting research, producing reports, and collaborating with IFAs and other professionals.The successful candidate...
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Wealth Management Services Expert
2 weeks ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeJob Overview">Wealth Management Client Services Advisor sought by Independent Resourcing Consultancy to deliver top-notch financial planning and investment solutions. The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service tasks.">Responsibilities">">Address client inquiries and...
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Wealth Management Administrative Assistant
2 days ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeIndependent Resourcing Consultancy Ltd is an exclusive recruitment agency that specializes in finding high-calibre candidates for leading financial institutions. We have partnered with a prestigious private wealth advisory firm to fill the position of Wealth Management Client Services Advisor. This is a unique opportunity for a detail-oriented professional...
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Senior Financial Planning Specialist
3 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeCompany OverviewHoxton Wealth is a global financial services firm with offices in key locations. The company leverages innovative technology solutions and deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.Job DescriptionWe are seeking a highly skilled and motivated Paraplanner to support our financial advisors in...
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Financial Services Operations Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timePosition: Financial Services AdministratorAbout Hoxton WealthHoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia.The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep...
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Senior Financial Planning Assistant
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeRole OverviewWe are seeking a highly skilled and motivated Paraplanner to join our team at Hoxton Wealth.
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Wealth Management Advisor
4 weeks ago
Liverpool, Liverpool, United Kingdom Quilter Financial Planning Full timeWealth Management AdvisorQuilter Financial Planning is seeking a highly skilled and experienced Wealth Management Advisor to join our team. In this role, you will work closely with clients to understand their financial goals and develop tailored wealth management plans to help them achieve success. With a strong focus on professional development, you will...
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Wealth Management Governance
2 days ago
Liverpool, Liverpool, United Kingdom MERJE Full timeCompany OverviewMERJE is a leading recruitment agency working closely with a rapidly expanding wealth management firm dedicated to delivering tailored investment solutions to their valued clients.About the RoleWe are seeking a seasoned compliance professional to join our client's team as Head of Compliance. This role offers an exceptional opportunity for a...
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Wealth Management Compliance Leader
1 day ago
Liverpool, Liverpool, United Kingdom MERJE Full timeJob SummaryMERJE, a rapidly expanding wealth management firm, is looking for a Head of Compliance to join their team in Merseyside. The ideal candidate will have extensive experience in compliance within the wealth management or financial services sector and a strong understanding of FCA regulations.The successful candidate will be responsible for developing...
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Financial Planning Specialist
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAt Hoxton Wealth, we are seeking a highly skilled Financial Planning Specialist to support our financial advisors in providing comprehensive financial planning and investment advice to clients.Company OverviewHoxton Wealth is a global financial services firm with a presence in key locations worldwide. We leverage technology and tax-led approaches to deliver...
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Wealth Management Professional
2 days ago
Liverpool, Liverpool, United Kingdom St. James's Place Full timeJoin our team at St. James's Place as a Wealth Management Professional and take the first step towards a fulfilling career in financial advice.We're seeking ambitious individuals with a passion for building relationships and providing exceptional customer service to join our Academy Programme.This role offers a unique opportunity to learn from experienced...
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Wealth Management Assistant
2 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeTaking the first step towards a rewarding career in financial services administration? Look no further than this exciting opportunity as a Wealth Management Assistant at Artemis Recruitment Consultants Ltd. Based in Liverpool, this role offers a unique chance to join a busy team and contribute to delivering exceptional client care.About the JobWe are seeking...
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Executive Advisor
2 days ago
Liverpool, Liverpool, United Kingdom Bond Rec Full timeJob Title: Executive Advisor - Wealth ManagementBond Rec, a leading firm of Chartered Financial Planners in Merseyside, is seeking an experienced Executive Advisor - Wealth Management to join our team. This is an exciting opportunity to develop your career in wealth management and play a key role in shaping the future of our business.About the Role:The...
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Wealth Management Professional
1 month ago
Liverpool, Liverpool, United Kingdom Recruit UK | Certified B Corp™ Full timeParaplanning Opportunity at a Thriving Wealth Management FirmWe are delighted to be partnering with a renowned wealth management firm based in Liverpool, presenting an opportunity for experienced paraplanners to join their team.This esteemed firm prioritizes a client-first approach to financial planning, delivering tailored financial plans that align with...