Wealth Manager

Wealth 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...

Head of Wealth | Strategic Leadership OpportunityAbout the RoleWe are partnering with an award-winning, nationally recognised financial planning firm that looks to grow by £500m AUM p.a. As Head of Wealth, you will play a pivotal leadership role in driving operational excellence, team performance, and client outcomes. Reporting directly to the CEO, you will...

About the Client:Our client is a respected wealth management firm specialising in discretionary investment management and model portfolio services (MPS) for high-net-worth (HNW) individuals. The firm partners with Financial Advisers to provide high-quality investment solutions tailored to their HNW clients’ needs.Role Overview:We are recruiting an...

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...

PA / Practice Administrator - Wealth ManagementLocation: RemoteHours: Full TimeSalary: Up to £35,000 depending on experienceAre you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?You will be working as part of the team at a highly respected Appointed...

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...

We 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...

We are now working with a big name global financial services group.They are now looking to add a VP Strategy Manager to their incredibly successful wealth management and private banking team. Your brief will to to provide the ExCo and senior directors with strategic advice about the direction of the group and to assist the MDs of the different business units...

Position: Wealth Manager / Head of Financial AdvisoryAre you an experienced financial advisor with a proven track record of success in both advisory services and team leadership? deVere Group is seeking a highly motivated individual to lead and manage a team of financial advisors.Key Responsibilities:Lead, mentor, and grow a team of financial advisors,...

Big4 consultancy in London is now looking for an accomplished Management Consultant to join a specialist consulting team and focus on a range of Asset Management workstreams.The ideal candidate will have previous consulting experience and have worked with renowned Asset Management firms. They will also need a strong understanding of Operating Model Design...

PA / Practice Administrator - Wealth ManagementLocation: RemoteHours: Full Time Salary: Up to £35,000 depending on experienceAre you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?You will be working as part of the team at a highly respected Appointed...

Compliance Business PartnerLondon/EdinburghWe are supporting a renowned, market-leading provider of tech services that specialise in the wealth management and platform sectors globally.This is a critical position within the business, offering the chance to mould compliance strategy, as well as making sure the business operates within all regulatory...

Job Advertisement: Financial Planning Director / Head of UK Financial Planning Location: Flexible, UK based with occasional travel to London & Yorkshire officesSalary: Negotiable, dependent on experience and qualificationsBenefits: Pension, Private Medical Insurance (PMI), Death in Service (DIS), and moreAre you ready to take the reins of a growing business...

My client, one of the top 10 Wealth Managers in the UK are seeking a Diploma Qualified Paraplanner to join their team in Birmingham.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment...

Wealth & Investment Manager – Based in the European UnionWe are seeking experienced Wealth Managers to join our dynamic team, managing high-net-worth client portfolios and providing personalised financial advice. At deVere Group, we offer extensive training, career progression, and access to cutting-edge financial platforms, enabling you to thrive in a...

One platform, all about wealth About WealtWe’re a fast-growing, tech-driven platform dedicated to widening access to private market investments across EMEA. By leveraging cutting-edge technology, we empower sophisticated investors, family offices, and institutions to tap into a diverse range of exclusive opportunities—venture capital, growth equity, real...

WealthTech Solutions ArchitectOur client is a Boutique consultancy that’s doubled in the past year and has aggressive plans for 2025. This UK-based firm helps wealth management businesses optimize their technology. With expertise across the core WeathTech platforms, they deliver solutions in CRM systems, data migrations, client portals, reporting, and...

Our client, a growing wealth management firm, are looking for a Compliance Manager to join their growing Compliance team. You will assist in overseeing and coordinating the onboarding of acquired firms into the company from a regulatory point of view.Key Responsibilities:Oversight of compliance workstreams to ensure a smooth onboardingLiaising with vendors...

We are partnering with RE:GEN Group, a dynamic and well-established social housing contractor, leading change in the market. With a strong presence in the North, the business specialises in refurbishment and retrofit projects, delivering exceptional service to a growing portfolio of clients. Due to significant growth, RE:GEN Group is looking to hire an...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....