Wealth Management Assistant
3 days ago
**Job Description**
Click and Connect Online Limited is a leading provider of financial planning and investment solutions, serving international investors and expatriates across the globe. We are seeking a highly skilled and motivated Financial Services Administrator to join our team, providing administrative support to our financial advisors and ensuring the smooth operation of our services.
**Responsibilities:**
- Provide administrative support to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
- Prepare, process, and maintain client documentation, ensuring all records are accurate and up-to-date.
- Manage client communications, responding promptly and professionally to inquiries.
- Maintain and update client databases and records, ensuring data integrity and confidentiality.
**Requirements:**
- 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
- A relevant degree or certification in administration, finance, or a related field is preferred.
- Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
- Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
-
Wealth Management Professional
2 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UKA well-established financial services firm managing £2 billion in assets under management, we are committed to delivering exceptional results for our clients.The RoleWe are seeking a skilled Senior Financial Advisor to join our team. Your primary focus will be on developing and implementing strategies to grow client assets while...
-
Senior Wealth Management Professional
7 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a prominent financial services firm managing approximately £2 billion in assets under management.About the Role:This is an opportunity to join our UK acquisition teams as a Sr Financial Advisor.Key responsibilities include developing and implementing strategies for client asset growth.Collaborate with acquisition teams for seamless client...
-
Wealth Management Professional
3 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout UsHoxton Wealth UK is a forward-thinking financial services firm with a proven track record of growth and success. Our goal is to become a leading player in the global financial market.We are seeking an experienced Senior Financial Advisor to join our UK acquisition teams and contribute to our continued expansion.Key Responsibilities:Manage a diverse...
-
Wealth Advisor
3 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeWe are Hoxton Wealth, a pioneering financial services firm driving growth and excellence in the industry.Our senior financial advisors play a vital role in supporting our UK acquisition teams, fostering strong relationships with clients, and driving portfolio growth.About the RoleAs a Senior Financial Advisor, you will be responsible for managing a portfolio...
-
Wealth Management Assistant
3 days ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeJob Description:We are seeking a highly organised and detail-oriented Financial Services Administrator to join our team. The successful candidate will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our services.Responsibilities:Provide administrative assistance to financial advisors, including...
-
Senior Wealth Management Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob OpportunityWe are seeking an experienced Senior Financial Advisor to join our UK acquisition teams. As part of this role, you will work collaboratively with clients and colleagues to support and grow our newly acquired client portfolios.Key Responsibilities:Manage and service a portfolio of clients.Develop and implement strategies to grow client assets...
-
Financial Services Director
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UKHoxton Wealth UK, a leading financial services firm established in 2018, manages approximately £2 billion in assets under management (AUM). Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.
-
Solicitor - Private Wealth Management
3 days ago
St Albans, Hertfordshire, United Kingdom Insight Select Full timeIn this exciting role as a Solicitor - Private Wealth Management, you will play a key part in developing and delivering exceptional client experiences for our valued clients. You will have the opportunity to protect and manage current and future wealth through inheritance tax and estate planning.About the RoleProtecting and managing current and future wealth...
-
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth UK, a leading financial services firm established in 2018, manages approximately £2 billion in assets under management. As a key member of our UK acquisition teams, you will collaborate with clients and colleagues to drive growth and success.Key Responsibilities:Strategic Asset Growth: Develop and implement strategies to increase client assets...
-
Financial Portfolio Manager
4 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UK:We are a leading financial services firm managing £2 billion in assets under management. Our goal is to reach £5 billion by 2027, with operations spanning multiple jurisdictions.**Role Overview:**As a Senior Financial Advisor, you will be integral to our UK acquisition teams, working collaboratively with clients and colleagues to...
-
Global Wealth Strategist
2 days ago
St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full timeAbout Prestige IFA Jobs:We are an independent financial advisory consultancy with offices in Spain, Geneva, and Dubai. Our company was founded by UK qualified financial advisers who share a passion for delivering exceptional wealth management services to expatriates worldwide.We pride ourselves on our dynamic approach and commitment to excellence. Our team...
-
Financial Growth Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob Description:Hoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management. As a Senior Financial Advisor, you will play a pivotal role in our UK acquisition teams, working collaboratively with clients and colleagues to support and grow newly acquired client portfolios.Key Responsibilities:Manage and...
-
Strategic Portfolio Manager
2 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Us:Hoxton Wealth UK, a leading financial services firm, was established in 2018. With approximately £2 billion in assets under management, we are on a growth trajectory aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.Role Overview:As a Strategic Portfolio...
-
Financial Services Manager
3 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth:We are a leading financial services firm, established in 2018, managing approximately £2 billion in assets under management. Our growth trajectory aims to reach £5 billion by [removed date] and spans multiple jurisdictions worldwide.Role OverviewThis position is integral to our UK acquisition teams, working collaboratively with clients...
-
Portfolio Growth Specialist
3 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a trailblazing financial services firm dedicated to delivering exceptional outcomes for our clients.Our Senior Financial Advisors form the backbone of our success, leveraging their expertise to drive growth, build trust, and foster long-lasting relationships.The OpportunityAs a seasoned financial advisor, you will oversee a diverse portfolio...
-
Investment Advisory Specialist
4 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeSenior Financial Advisor RoleWe are seeking a skilled and experienced Senior Financial Advisor to join our UK acquisition teams at Hoxton Wealth UK.The ideal candidate will have a strong background in financial planning and wealth management, with a proven track record of success in managing complex client portfolios.Responsibilities:Manage and service a...
-
St Albans, Hertfordshire, United Kingdom Insight Select Full timeWe are Insight Select, a leading law firm in Hertfordshire, seeking an Experienced Wealth Management Attorney to join our Private Client team.The ideal candidate will have a strong background in Private Client matters and the ability to work independently with minimal supervision.The role involves protecting and managing clients' wealth through inheritance...
-
Wealth Management Consultant
1 week ago
St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout Our ClientOur client is a forward-thinking financial advisory consultancy, committed to delivering innovative solutions for their clients' complex financial needs.Evaluate and advise on short-term and long-term financial objectives in areas such as pension planning, investment management, wealth creation, and legacy planning.Maintain high standards and...
-
Strategic Financial Growth Expert
1 week ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth UK has been established since 2018 and manages around £2 billion in assets under management.Job Description:To develop and execute plans that drive client asset growth.To work closely with acquisition teams to integrate new clients efficiently.To conduct regular portfolio reviews and provide tailored financial guidance.To stay up-to-date with...
-
HNW Wealth Management Solicitor
1 day ago
St Albans, Hertfordshire, United Kingdom QED Legal LLP Full timeWe are currently looking for an accomplished HNW Wealth Management Solicitor to join our team at QED Legal LLP in St Albans, Hertfordshire.The annual salary for this role is £58,000 - £88,000, along with flexible working arrangements, private health cover, and a range of perks.The ideal candidate will have substantial experience in private client law,...