Wealth Management Professional

OverviewLOM Financial Group - Wealth Management is a leading global investment firm, headquartered in Bermuda and operating in various international locations. With a strong presence in the Bahamas, Grand Cayman, and the UK, we offer comprehensive wealth management services to high net worth clients worldwide.

Job DescriptionJob Title: Associate Financial Planning DirectorReports to: Private Client DirectorKey Responsibilities:Client Relationships: Maintain and develop strong relationships with existing clients, providing exceptional service and identifying opportunities for growth.Financial Planning: Support the development of comprehensive financial plans that...

About the RoleWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our Private Client Team at Seven Investment Management LLP.Key ResponsibilitiesManage and grow your own portfolio of clients, providing comprehensive wealth management and financial planning advice.Support colleagues in the provision of financial...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

About UsWe are Lloyds Banking Group, a leading financial services provider.Job DescriptionAs a Senior Wealth Manager at Lloyds Banking Group, you will play a key role in managing our clients' wealth. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Key...

Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...

Hawksworth is seeking a skilled Business Analyst to join our team in a Wealth Management FinTech company. As a Business Analyst, you will act as a liaison between client stakeholders and staff during development projects. Your responsibilities will include: * Collaborating with cross-functional teams to identify business needs and develop solutions *...

Eden Scott: Exciting Opportunity for Experienced IFAA growing wealth management practice seeks an experienced financial professional to join their team, servicing a client base with recurring income and handling new business through referrals.The role involves relationship management, securing and preserving client contacts, and acting as an ambassador for...

Job Title: Senior Business Analyst - Wealth Management ExpertJob Summary: We are seeking a skilled Senior Business Analyst to join our team at Hawksworth. The ideal candidate will have experience in Wealth Management and Pensions, with a strong understanding of business analysis principles.Key Responsibilities:* Act as liaison between client stakeholders and...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

Job Title: Senior Business Analyst - Wealth Management ExpertJob Summary: We are seeking a highly skilled Senior Business Analyst to join our team at Hawksworth. As a Senior Business Analyst, you will be responsible for acting as a liaison between client stakeholders and staff during development projects.Key Responsibilities:* Act as a liaison between client...

We are seeking a skilled Client Support Specialist to join our team at IDEX Consulting in Edinburgh. The ideal candidate will have previous experience in a Wealth Management business, with a strong understanding of investment products, wrappers, and platforms.Accurate and timely processing of client data changes, including address updates, bank detail...

About the RoleWe are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.Key Responsibilities:Support senior portfolio managers in managing clients' portfolios,...

Avaloq is a leading provider of wealth management technology and services. We are continuously expanding our global footprint, with around 2,500 colleagues in 10 countries and over 170 clients in 35 countries.About the RoleWe are seeking a Technical Specialist to join our team in Edinburgh. As a Technical Specialist, you will be responsible for designing and...

Programme OverviewAre you a sixth-year student looking to launch your career in financial services? Our Wealth Planning School Leaver Programme is designed to provide you with the skills, knowledge, and qualifications needed to become a Chartered Financial Planner.Role and ResponsibilitiesAs a Client Service Executive, you will be responsible for ensuring...

Our client, a reputable wealth management practice, is seeking an experienced IFA to join their team. The successful candidate will be based in a local office, where they will have access to a paraplanner and sales support. The role will involve working with clients to provide financial advice and guidance. If you are a motivated and experienced IFA looking...

About the RoleWe are seeking a highly skilled Project Manager to join our Water Services team at RSK Group. As a Project Manager, you will be responsible for planning and executing projects in the water sector, working closely with clients to deliver successful outcomes.Key ResponsibilitiesPlan, execute, monitor, and control projects in terms of scope, time,...

A leading and award-winning independent financial advisory firm is seeking a skilled Financial Services Professional to join their Scottish team. This home-based role offers the flexibility to work from anywhere, with meeting rooms available in central locations when required. The firm aims to open an office in the short to medium term, once they have...

This is an exciting opportunity to work for a national Legal 500 top tier firm in Edinburgh that is known for its leading private client work.The RoleDealing with a full spectrum of wealth, tax, succession and asset protectionWorking closely with experienced colleagues to ensure comprehensive and expert advice is provided to individual and family...

Job OverviewEden Scott, a leading financial planning and investment management company, is seeking a skilled paraplanner or senior paraplanner team leader to join their Edinburgh or Dundee office. This role will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required.The...