Wealth Management Client Services Specialist

A leading wealth management firm in Bristol is seeking a Client Services Executive to join their top-performing Relationship Management team. The role involves managing client queries, executing trading and transfers, and maintaining compliance with documentation standards. Candidates should have 1-3 years of experience in a similar position within...

A leading financial services firm in Bristol is seeking a Client Delivery Lead to support Wealth Planners with high net worth clients. This role involves processing business applications, coordinating meetings, and ensuring data accuracy. The ideal candidate has experience in financial services administration and strong communication and organizational...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

Client Services Administrator Pay: £25,000 - £28,000 per year Job Description This is a varied and dynamic position supporting both our advisers and our clients. You’ll be at the heart of the business, ensuring that every client experience with the company is seamless, personal and professional. Key Responsibilities Managing day to day client...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

A leading wealth management firm based in Bristol is looking for a Client Services Administrator to support advisers and enhance client experiences. The role involves managing client administration, coordinating communications, and organizing events while requiring excellent multitasking and attention to detail. Ideal candidates will have a background in...

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

A leading wealth management firm in Bristol seeks a team member to provide administrative support to Investments Managers. The role focuses on delivering first-class service, managing account openings, and maintaining client records. Candidates should ideally be Level 4 Qualified or willing to pursue it, with experience in a Front Office environment...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth BristolWe are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...

Client Delivery Lead (Financial Services Administrator) Hybrid working – Succession Wealth BristolWe are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...