File Review Manager, Wealth Management

Job Summary:This role primarily entails file review responsibilities within the UK division of a rapidly expanding international wealth management company. As a member of a small compliance team, you'll focus on ensuring excellent client outcomes through meticulous, accurate advice reviews.

Exciting Opportunity with a Leading International Wealth Management FirmWe are delighted to collaborate with an esteemed international wealth management firm, renowned for delivering unparalleled personal financial advice to expatriate clients worldwide. Our client stands as a borderless, independent financial advisory consultancy, unwavering in its...

We are seeking a Strategic Wealth Management Professional to join our UK team at Hoxton Wealth.Company OverviewHoxton Wealth UK has been managing approximately £2 billion in assets since 2018. Our goal is to provide exceptional service to our clients.The RoleIn this role, you will be responsible for:Developing and implementing strategies to grow client...

About 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...

Hoxton 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...

About 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...

Join Click and Connect Online Limited in a dynamic role that requires meticulous attention to detail.We are seeking an experienced pension review specialist to join our team in St Albans. This exciting opportunity presents a chance to work with a leading international wealth management firm, renowned for delivering unparalleled personal financial advice to...

We 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...

Exciting Opportunity in Wealth ManagementWe are seeking an experienced Compliance Officer to join our team at Click and Connect Online Limited. As a Compliance Officer, you will play a crucial role in ensuring excellent client outcomes through meticulous advice reviews.The ideal candidate will have a strong technical acumen and communication skills, with...

Job 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...

Hoxton Wealth Group seeks an experienced Financial Services Manager to lead our UK acquisition efforts.About the RoleYou will be responsible for developing and implementing strategies to drive client asset growth while delivering exceptional service.Cultivate strong relationships with clients and colleagues to achieve business objectives.Collaborate with...

As a Wealth Management Advisor with Clark Wood in St Albans, you will have the opportunity to work with a prestigious regional firm that is expanding its Private Client team. We are looking for an experienced professional to join our dynamic team and contribute to our success.Key AccountabilitiesDeliver expert advice on inheritance tax reviews and bespoke...

Job 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...

About 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...

About 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...

**Contract File Coordinator Role:**Red Door Recruitment is currently recruiting for a Contract File Coordinator to support our clients in managing their contracts and records. This role involves filing documents in physical and digital records and ensuring accurate storage.**Responsibilities:**File documents in physical and digital records and ensure...

We are seeking an experienced Wealth Management Advisor to join our Click and Connect Online Limited team. The successful candidate will have a proven track record in providing expert financial advice and guidance to clients. This is an excellent opportunity for an ambitious individual to take their career to the next level within a reputable and rapidly...

In 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...

About Prestige IFA JobsWe are proud to provide our employees with the opportunity to gain comprehensive knowledge, skills, and qualifications necessary to deliver exceptional financial planning and wealth management services to expatriates globally. You will receive full support to achieve relevant qualifications alongside level 4 UK financial planning...

Wealth Management Firm Seeks Compliance ExpertClick and Connect Online Limited is a leading international wealth management firm seeking an experienced Compliance Officer to join our team. As a Compliance Officer, you will be responsible for conducting file reviews, providing feedback to advisers, and monitoring rework cases.This is an exciting opportunity...