Wealth Management Administrator

Associate Wealth ManagerWe are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. We like to acknowledge hard work and commitment and celebrate our successes....

Financial Services Administrator - Wealth ManagementLocation: London - Hybrid 2 / 3 days per week from homeSalary: Up to £35,000 depending on experienceAre you an enthusiastic Practice Administrator eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed...

SALARY 28-35KThe CompanyOur client is a boutique wealth management company, highly recognised with a fantastic reputation.The RoleThe Investment Administrative Assistant will provide administrative support to the Investment Management team with all client reporting and internal returns. Ensuring all SalesForce and client folders are maintained to a high...

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...

SALARY 30-38KThe Company Our client is a respected boutique Wealth Management company that invests on behalf of private clients and focussing on their Wealth Planning/Financial Planning needs.The Role The Financial Planning Executive will confidently provide administration and technical support to different areas of the Financial Planning Team within the...

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...

This is an exciting position in a niche private wealth market for a confident Conference Producer with at least 3-5 years’ experience of high level, proven conference production expertise, reporting to Head of Events EMEA. The successful candidate will be expected to deliver consistent results correlated to targets across Campden Wealth’s European events...

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...

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...

Salary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus. Starting Salary Range $100,000 which will rise quickly with an increase of AUM. The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman...

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, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Administrator / Financial Planning 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...

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...

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...

Private Client - Solicitor – LondonPrivate Client Associate - Unique and rare opportunity to join a renowned International firm who has an excellent reputation within the Private Client sector and is in an exciting period of growth. The focus of the team is advising the firms high net worth clients and their businesses on a number of private wealth...

This is an opportunity to be based in our Dubai office working with some of our TOP teams in the company. You must be willing to relocate to this location.We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge. You will be trained up to hit the ground running and begin your new journey in the...

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...

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...

Are you an experienced business development professional with a proven track record in the private wealth sector? A leading national Wealth Management firm are seeking a Family Wealth Business Development Specialist to lead and drive two key propositions: Private Family Wealth and Divorce/Family Law Wealth Services.What You’ll DoCollaborate with internal...

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...