Wealth Advisory Manager

About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...

Our CompanyAzets Group is a leading UK accountancy firm with a wide range of services for individuals, businesses, and private clients. Our team offers expert advice on tax planning, financial planning, and wealth management. Job DescriptionThis is an exciting opportunity to join our team as a Tax Advisory Manager. Your responsibilities will include leading...

Regulatory Advisory ExpertWe are seeking an experienced Regulatory Advisory Expert to join our team at Broadgate.The ideal candidate will have direct experience within Financial Services, ideally Wealth Management, and an understanding of FCA regulations that relate to outsourcing (SYSC/COBS/COLL).As a Primary Compliance Advisor, you will be responsible for...

Broadgate is a leading provider of tech services to the wealth management and platform sectors globally. We are seeking an experienced Regulatory Compliance Officer - Wealth Management to join our team in Edinburgh. As a key member of our Regulatory Advisory department, you will play a critical role in shaping our compliance strategy and ensuring the...

We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

Job OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...

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...

Wealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...

Company OverviewC&P Recruitment is a leading agency specializing in wealth and asset management placements. Our clients are well-established, privately-owned firms with a strong presence in Scotland.The successful candidate will be part of a dynamic team responsible for delivering exceptional recruitment services to our clients.

About the Role:We are looking for an Independent Investment Manager to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Develop and implement comprehensive investment strategies for clients.Monitor...

We are seeking a skilled Wealth Management Data Administrator to join our team at IDEX Consulting in Edinburgh.Job DescriptionThis role involves accurate and timely processing of client static data changes, including address updates, bank details modifications, ongoing fee adjustments, and online access maintenance.The successful candidate will be...

We are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...

Job DescriptionThis Investment Wealth Manager role presents an excellent opportunity for a talented individual to join abrdn's financial planning team. The successful candidate will have a strong background in financial planning, paraplanning experience, and a solid understanding of investment markets, products, and services.The ideal candidate will be...

Joining CAPCO - Wealth and Asset Management DomainAs a Business/Change Analyst within our Wealth and Asset Management Domain, you will work closely with financial institutions to advise and deliver change projects as part of our long-term strategic partnership. Key responsibilities include:Working with stakeholders to identify and implement new and better...

As a Business Advisory Manager at CV Library, you will be working with ambitious entrepreneurial organisations to help them navigate today's changing world.We are an accountancy and business advisory firm providing advice and solutions to these organisations. Our team is dedicated to delivering audits which are trusted and transparent, relied upon by...

Administrative Expert in Wealth ManagementWe are seeking a highly skilled and organised Administrative Expert in Wealth Management to join our team at Meraki Talent Ltd in Edinburgh.About the RoleThe successful candidate will be responsible for managing client relationships, preparing review packs, conducting research, and liaising with third-party...

Schroders is looking for a talented Wealth Planning Coordinator to support our Wealth Planners in delivering exceptional client experiences. As a coordinator, you will be responsible for managing client files, drafting client letters, and maintaining accurate records.We are seeking someone with excellent organizational skills, attention to detail, and strong...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

About this roleAs a key member of the Scottish Widows Intermediary Wealth Distribution teams, you will play a lead supporting role using data and insight to drive business growth.Job SummaryWe are seeking an experienced data analyst to join our team as a Wealth Insights Strategist. In this role, you will be responsible for delivering high-quality insights...