Wealth Manager

Wealth Planner Department: Wealth Planning Employment Type: Full Time Location: York Reporting To: Head of Wealth Planning Description Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of...

A rapidly expanding Wealth Management firm in York and North Yorkshire is seeking an experienced Compliance Manager to support the Head of Compliance Advisory. You will manage a team, ensuring compliance with regulations and the effective implementation of Consumer Duty. The ideal candidate will have 3-5+ years in compliance management and a strong...

A leading wealth management firm is seeking a talented Wealth Planner to join their growing team in York. This pivotal role will involve providing financial planning advice to high-net-worth clients, focusing primarily on pensions and estate planning. The successful candidate will collaborate with Investment Managers and contribute to the development of the...

Department Wealth Planning Employment Type Full Time Location York Workplace type Hybrid Reporting To Head of Wealth Planning Key Responsibilities Skills, Knowledge and Experience About JM Finn By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.Wealth challenges come in...

Our client is a rapidly expanding Wealth Management firm who are looking for an experiencedCompliance Managerto join the team.As Compliance Manager you will support the Head of Compliance Advisory and ensure consistent adherence to regulatory obligations across our national adviser network.The role will involve taking responsibility for the following:Manage...

Our client a well known and established Insurance and Wealth Investment Company are actively looking to hire a Finance Project Manager to join a busy project within their Finance Team. Title: Project Manager – Duration: 6 Months – Location: York or Bristol (2–3 days per week onsite, must be able to commit to 2 days) – Day Rate: £550–£650 per...

OverviewHeadway Wealth aims to help individuals reach their financial potential by offering independent, unbiased financial advice. We serve clients in the UK and worldwide, crafting personalised financial plans tailored to current and future needs. Our services include wealth growth, pension building, tax management, property financing, risk protection,...

OverviewGrafton Banks Finance is working with a family office to recruit a Financial Controller to oversee their financial affairs and their associated interests. This is a unique and varied role, working within a family office environment, where you will take full responsibility for managing assets, investment portfolios, business interests, and providing...

**About us** At Azets, people lie at the heart of what we do. Collaboration and sharing empowers us all to achieve our purpose of making our colleagues, clients and communities lives better every day. Azets Wealth Management is a sister company of Azets and is an industry leading firm committed to providing top-tier financial services to our clients. We...

Join to apply for the Paraplanner role at Succession Wealth This range is provided by Succession Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Succession Wealth Hybrid working - home working blended with office working from our Hitchin office...