Wealth Management Administrator
4 weeks ago
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners.
Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports.
Candidates need to have proven financial services / wealth management adminstration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.
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Wealth Management Advisor
2 months ago
UK, UK, United Kingdom Gravity Private Wealth Full timeGravity is an international boutique investment advisory firm serving entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management. With a presence in four countries (UK, Israel, Greece, Cyprus), we work closely with the world’s...
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Wealth Manager
2 months ago
UK, UK, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...
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Senior Wealth Manager
14 hours ago
UK, UK, United Kingdom SANDPartners Full timeWealth Manager - Senior Wealth Manager - Wealth AdvisorAbout usWe empower our advisers to go deeper with clients.Our unique client proposition allows us to enable clients, carefully and professionally, to have a more rewarding relationship with their adviser. A relationship that focusses on helping clients to be not just financially but also legally...
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Employed Trainee Financial Adviser
2 months ago
UK, UK, United Kingdom Andrew Skinner Wealth Management Ltd Full timeExciting New Financial Adviser Opportunity with Andrew Skinner Wealth Management LtdAndrew Skinner Wealth Management has a rewarding opportunity for a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.The company is in the process of building on its recent success in obtaining new clients and increasing its assets...
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File Reviewer
6 days ago
UK, UK, United Kingdom Hoxton Wealth Full timePosition: File ReviewerCompany Overview:Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The firm combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management...
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UK, UK, United Kingdom Finatal Full timeProduct Marketing Director/Manager – Wealth ManagementZC002The Product Marketing Director/Manager will lead the development and execution of comprehensive product marketing strategies for wealth management services, solutions, and products. This role is crucial in driving customer acquisition, retention, and engagement through data-driven campaigns and...
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UK, UK, United Kingdom Stephen Bell Associates Ltd Full timeAbout the Company: 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.About the Role: Key responsibilities include:Assist with the administration...
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Team Assistant
4 weeks ago
London, UK, UK, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 40-60K (depending on experience) The Company: Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role: This is a fantastic opportunity for a career orientated experienced Team Assistant to provide a high level of administrative and adhoc project support to the...
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Social Media Marketing Specialist
4 weeks ago
UK, UK, United Kingdom Arka Wealth Full timeJob Title: Content and Social Media ManagerJob Location: United Kingdom or rest of Europe (Remote)Company: Arka WealthAbout Us: Arka Wealth is a fast-growing Consulting Agency dedicated to helping clients achieve their financial goals. We’re passionate about creating engaging content that resonates with our audience. Check out our TikTok and Instagram...
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Product Portfolio Lead
2 months ago
UK, UK, United Kingdom Symmetry Search & Staffing Solutions Full timeProduct Portfolio Lead with a proven Wealth Management background urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).You will be responsible for the strategic oversight of a suite of high-net-worth customer-focused products, ensuring alignment with the...
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Wealth Planner
2 months ago
London, UK, UK, United Kingdom mbf Full timeAbout 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...
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London, UK, UK, United Kingdom JJ SEARCH LIMITED Full timeThe 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...
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Team Assistant
2 months ago
London, UK, UK, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 40-60K (depending on experience) The Company: Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role: This is a fantastic opportunity for a career orientated experienced Team Assistant to provide a high level of administrative and adhoc project support to the...
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Administrative Assistant
2 months ago
UK, UK, United Kingdom Dunhill Financial Full timeCompany Description Dunhill Financial, located in Wimbledon, is an international financial planning firm offering fee-based planning and wealth management solutions primarily to English-speaking expatriates. The company aims to build trust, discretion, and confidence by providing personalized financial solutions. Through collaboration with accountants and...
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Senior Paraplanner
2 months ago
UK, UK, United Kingdom Stratton Wealth Management Full timeAs a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...
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Business Analyst
3 weeks ago
UK, UK, United Kingdom Curtis Reed Associates Full timeOperations / Business Design / Strategy Consultant with min 3 years experience in Wealth, Asset or Investment Management (candidates with experience in Banking or Insurance will also be considered) and experience of working on large, transformation programs is required to join a recognised, world class organisation, consistently voted as one of the best...
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Fixed Income Analyst
1 month ago
UK, UK, United Kingdom JJ SEARCH LIMITED Full timeSALARY: 50-75KThe Company Our client is a highly successful Investment Management and Wealth Management firm.The Role The Fixed Income Analyst will be responsible for researching, selecting, and monitoring any new Corporate Credit ideas as well as presenting analysis to the Fixed Income committee.The Fixed Income Analyst will produce monthly performance...
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Senior mortgage administrator
4 weeks ago
UK, UK, United Kingdom F S People Ltd Full timeOur client are a well established City based mortgage and wealth brokerage who are on the look out for a senior mortgage administrator to join their team. This person would undertake Team Leader duties and so would be a strong communicator and very much a people person.EXPERIENCE/SKILLSPrevious mortgage administration experience requiredExperience of team...
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IFA Administrator
4 weeks ago
UK, UK, United Kingdom Ellis James Partners Full timeFinancial Services Career Accelerator: Client Support Specialist with Adviser PathwayAre you experienced in Financial Services and eager to advance your career while making a meaningful difference in a growing practice? This is the perfect opportunity for you!The RoleWe’ve partnered with a highly established IFA practice based in Derby that is set for...
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Wealth Management Portfolio Analyst
5 months ago
London, UK, UK, United Kingdom undisclosed Full timeWe are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...