Wealth Management Consultant
1 day ago
We are looking for a skilled and detail-oriented individual to join our Financial Planning Team in London. As a Wealth Management Consultant, you will be responsible for providing administration and technical support to our advisors, enabling them to deliver high-quality services to our clients.
Your key responsibilities will include preparing quotes and illustrations, conducting client valuations, and reviewing external suitability reports. You will also assess the suitability of a client's risk profile, research and analyse existing contracts, and present findings to the team.
You will work closely with our experienced advisors to provide additional administrative and technical support as required. This is a fantastic opportunity to develop your skills and knowledge in a supportive environment.
Required Skills and Qualifications:- CII Certificate in Financial Planning or similar Level 3 qualification
- Working towards/obtained CII Diploma in Financial Planning
This role offers a competitive salary, excellent benefits package, and opportunities for professional development.
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Wealth Management Outreach Associate
3 weeks ago
City of London, United Kingdom Clearwater Wealth Management Full timeJob DescriptionThis role involves contacting qualified inbound leads, introducing them to our wealth management services, and setting appointments for our financial advisors.The successful candidate will be responsible for making outbound calls, effectively communicating the benefits of our services, and scheduling initial appointments.Required...
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Wealth Management Professional
3 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...
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Wealth Management Consultant
1 week ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeJob OverviewSkybound Wealth Management is seeking a talented Business Development Manager to join our team. As a Business Development Manager, you will play a crucial role in driving business growth and revenue expansion.Main ResponsibilitiesTo identify and pursue new business opportunities and lead generationTo develop and maintain relationships with key...
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Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout the RoleWe are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As a key member of our team, you will be working alongside a Senior Wealth Manager and their growing team to provide...
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Wealth Management Development Manager
3 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWe are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...
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Wealth Management Trainee
1 month ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
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Associate Wealth Manager Role
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout UsWe are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.This Associate Wealth Manager role is perfect for ambitious...
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Wealth Management Specialist
2 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeEnver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...
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Independent Wealth Manager
2 weeks ago
London, Greater London, United Kingdom AFH Wealth Management Full timeWealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...
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Financial Wealth Manager
2 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob OverviewWe are seeking an experienced Financial Wealth Manager to join our team at LOM Financial Group - Wealth Management.
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Telemarketing Consultant
1 month ago
City of London, United Kingdom Clearwater Wealth Management Full timeJob Description Telemarketing Associate Job description Are you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you! Position: Prospect Telemarketing Location: London Employment Type: Full-time Salary: Competitive base + performance bonus At Clearwater Wealth Management, we offer expert...
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Telemarketing Consultant
5 days ago
City Of London, United Kingdom Clearwater Wealth Management Full timeTelemarketing AssociateJob descriptionAre you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you!Position: Prospect TelemarketingLocation: LondonEmployment Type: Full-time Salary: Competitive base + performance bonus At Clearwater Wealth Management, we offer expert guidance to help clients achieve...
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Telemarketing Consultant
5 days ago
City Of London, United Kingdom Clearwater Wealth Management Full timeTelemarketing AssociateJob descriptionAre you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you!Position: Prospect TelemarketingLocation: LondonEmployment Type: Full-time Salary: Competitive base + performance bonus At Clearwater Wealth Management, we offer expert guidance to help clients achieve...
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Telemarketing Consultant
5 days ago
City Of London, United Kingdom Clearwater Wealth Management Full timeTelemarketing Associate Job description Are you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you! Position: Prospect Telemarketing Location: London Employment Type: Full-time Salary: Competitive base + performance bonus At Clearwater Wealth Management, we offer expert guidance to help...
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Wealth Management Advisor
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeSalary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.
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Prospect Relationship Builder
2 weeks ago
City of London, United Kingdom Clearwater Wealth Management Full timeJob Summary: We are seeking a skilled Telemarketing Consultant to join our team at Clearwater Wealth Management. The successful candidate will have excellent communication and interpersonal skills, with the ability to build rapport quickly and effectively communicate the benefits of our services. If you are a motivated and goal-oriented individual with...
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Wealth Management Coordinator
2 weeks ago
London, Greater London, United Kingdom Tanager Wealth Management Full timeWe are seeking a highly organized and detail-focused individual to join our client services team as a Client Services Associate. This role requires a strong understanding of financial services, including AML & KYC, and the ability to work effectively in a fast-paced environment.About the RoleAs a Client Services Associate, you will be responsible for...
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Wealth Management Assistant
2 weeks ago
London, Greater London, United Kingdom Tanager Wealth Management Full timeWe Are GrowingTanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA. We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.About the RoleThis role...
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Wealth Management Trainee
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeAbout Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....
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Financial Services Outreach Specialist
2 weeks ago
City of London, United Kingdom Clearwater Wealth Management Full timeKey Skills: We are looking for an experienced Telemarketing Consultant with excellent communication and interpersonal skills, who has a proven track record of achieving sales targets and building strong relationships with clients. You should have a basic understanding of financial products and services and be able to effectively communicate the benefits of...