Client Wealth Manager

We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth, they are looking to add an experienced client advisor to their team. This is one of the most exciting FinTechs that have launched in the last decade and already have...

About the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...

Head of Wealth Management City of London Permanent Salary based on experience cer Financial are working alongside an international bank who are based in the City of London. They are seeking a Head of Wealth Management to work with them on a permanent basis. The Suitabel candidate must have experience with the AFRICAN MARKETS - Please do not apply unless you...

MERJE is currently working with a highly reputable discretionary wealth management business in their search for a Compliance specialist. Working as part of an established Compliance & Risk team, you will be responsible for:Overseeing advice to support the business in the practical application of the regulatory frameworks.Providing regulatory advice on the...

Fixed Term Contract Duration - 8 Months What the Hiring Manager says Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. We are part of...

The Candidate An established and widely known Wealth Management firm servicing Investment Management needs to High New Worth Clients.The Role The successful Governance Manager / Company Secretary will support and advise the Wealth Management firms boards and investment committees, confidently minuting meetings and assisting with pack preparation as well as...

The Client Our client is a highly successful and ambitious Investment Management and Wealth Management firm. The Role This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build relationships. The Financial Planner...

SALARY: 50-65KThe Client Our client is a highly successful Investment Management firm.The Role The Compliance Risk & Control Officer will sit within the Risk & Control Team and will help ensure that positive client outcomes are being achieved, and that investment portfolios are being correctly managed in line with Compliance regulatory standards and internal...

Established in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client Relationship Manager who has specific experience in Employee Share Plans (SAYE, SIP, LTIP, etc) to join us. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other. We like to...

Salary: 60-75K salaryThe Client Our client is a highly successful and ambitious Investment Management and Wealth Management firm.The Role This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build relationships.The Financial...

Business Architect – Wealth Management / Investment Management / Consulting£125,000 per annum Plus Bonus and BenefitsOur client is a leading integrated wealth management and professional services group and are currently seeking a talented individual to join their Business Architect team in London. The team is responsible for their transformation agenda...

Job Title: Wealth / Asset AdministratorLocation: London / Manchester / BristolSalary/Rate: £200 - £250Job Type: Rolling ContractCompany IntroductionWe have an exciting opportunity now available with one of our sector-leading financial clients! They are currently looking for a detail-oriented and organised Wealth/Asset Administrator to join our financial...

Job title - Trainee Financial AdviserLocation: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

A global private markets firm is looking to hire an experienced Product Communications professional to work across Private Credit, Real Estate and Private Equity asset classes, for private wealth audiences. The opportunity is to work closely and strategically with clients to create impactful content and collateral for targeted...

Our client is a successful and growing boutique wealth and investment manager. They are seeking an Assistant Relationship Manager to support a small team of Relationship Managers who provide advice to HNW clients on pensions, investments, IHT planning and trusts. Key responsibilities include; assist with the administration of client arrangements, management...

Role Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a brilliant...

This role is a 12 month Fixed Term Contract. Carry out desk based and thematic reviews of the firm's Wealth Management Division, as part of second line of defense and in line with the firm’s risk-based compliance monitoring programme. Skills and Qualifications Required Demonstrable experience in a Compliance Monitoring role preferably gained in a...

Our client is a well-known and highly respected City firm with an excellent reputation for full service commercial advice and an impressive roster of international blue-chip clients. Our client is looking for a paralegal with private wealth / probate experience to assist the team on a contractual basis. This is an excellent opportunity to develop a long term...

The Client Our client is a highly successful Investment Management firm. The Role The Compliance Risk & Control Officer will sit within the Risk & Control Team and will help ensure that positive client outcomes are being achieved, and that investment portfolios are being correctly managed in line with Compliance regulatory standards and internal policies. ...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...