Wealth Manager
2 months ago
Location: City of London
Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership.
Contract: Employed
Hours: Full-time
An excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence, are a highly trusted source of advice to clients as their financial needs evolve over the years. This is a fun and friendly company who places high value on their unique culture. Established in 1995 our client provides a holistic approach to Wealth Management; we are currently looking after approx. 3000 clients with over £700m Funds under Management serviced by a team of 40+ dedicated professionals.
The Role – Servicing Advisor:
At AAG, we are seeking an experienced, diploma-qualified Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.
The ideal candidate will possess excellent verbal and written communication skills, strong problem-solving abilities, and attention to detail. They should be adept at managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools. Additionally, they should be customer-focused, passionate about helping others, patient, empathetic, and able to handle stressful situations calmly. Self-motivation and the ability to work independently as well as part of a team are also essential attributes.
The Person – Servicing Advisor:
This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and has a ‘can do’ working style.
We are looking for a Level 4 Diploma Qualified professional that has 2 years’ experience. St. James’s Place experience is preferred.
Importantly, you are committed to a career in Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be servicing existing clients.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
-
Associate Wealth Manager
3 weeks ago
London,, UK, United Kingdom AAG Wealth Management Full timeThe Role – Associate Wealth ManagerLooking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at least 2 exams...
-
Governance Manager
4 weeks ago
London, UK, United Kingdom JJ Search Full timeThe Candidate An established and widely known Wealth Management firm servicing Investment Management needs to High New Worth Clients. The Role The successful Governance Manager will support and advise the Wealth Management firms boards and investment committees, confidently minuting meetings and assisting with pack preparation as well as overseeing the...
-
Governance Manager
1 month ago
London,, UK, United Kingdom JJ SEARCH LIMITED Full time60-70K salary rangeThe Candidate An established and widely known Wealth Management firm servicing Investment Management needs to High New Worth Clients.The Role The successful Governance Manager will support and advise the Wealth Management firms boards and investment committees, confidently minuting meetings and assisting with pack preparation as well as...
-
Proposition Manager
4 weeks ago
London,, UK, United Kingdom Montpellier Resourcing Full timeUp to £80,000 plus excellent bonus and benefitsHybrid Working Available A fantastic opportunity has arisen to join a Central London based Private bank as a Proposition Manager, dealing with UHNW clients. The Proposition Manager will work closely with the Wealth Management product owner to develop and manage the products and propositions for private and...
-
Sales Manager
3 months ago
London, UK, United Kingdom William Blake Group Full timeResponsibilities Generate new business opportunities across the Global Wealth market (family offices, HNWIs, trusts, corporates, charities etc.) through strategic networking as well as an existing client book. Work in partnership with the internal sales team to develop leads. Regularly attend corporate events and roadshows to network with prospects in...
-
Wealth Lawyer
1 month ago
London,, UK, United Kingdom Montresor Legal Full timeOur client is looking for a Contract Lawyer.This role is part of the Wealth Capital Markets Legal team and is based in London. The Capital Markets Legal team covers a wide and diverse range of products and their regulation, including primary and secondary market equity/fixed income trading; multi-asset OTC derivatives and structured products, and...
-
Wealth Planner
1 month 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...
-
London, UK, United Kingdom Eximius Finance Full timeThis 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...
-
Head of wealth management
2 days ago
London, UK, United Kingdom CER Financial Full timeHead 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...
-
Client Wealth Manager
2 days ago
London,, UK, United Kingdom JJ SEARCH LIMITED Full timeSALARY 70-82K (plus bonus and benefits)The Company An established and highly credible Investment Management firm based in London, servicing UHNW clients.The Role The Client Wealth Manager / Client Product Manager will suit someone already pursuing a career Investment Management of HNW client investment portfolios. Candidate must have the credibility and...
-
Private Wealth Solicitor
1 month ago
London , London, UK, United Kingdom G2 Legal Limited Full timeAn outstanding smaller City firm is hiring into its Private Wealth practice. Sitting within the Private Wealth department, as the successful candidate you will be an experienced Associate or Senior Associate Solicitor with extensive experience advising on Private Wealth matters. The team advises UK and cross jurisdictional HNW and UHNW worth clients on...
-
Private Wealth Assistant
4 weeks ago
London,, UK, United Kingdom AJ Chambers ® Full timeAn exciting opportunity for an experienced individual with previous exposure in Private Wealth has arisen in a City Law Firm. They are looking for a competent self-starter to assist the Team Lead for Tax, Compliance and Disclosure and the wider Private Wealth team to deliver advice and guidance to clients. The role will involve a high level of organisation...
-
Wealth Manager – Director
5 months ago
London,, UK, United Kingdom Cooper White Group Full timeRole: Wealth Manager – Director - UK Market - LondonMy client, a well-known Wealth Management firm, are looking for an experienced Wealth Manager to join their growing London office. The firm provide investment management services and financial planning advice to U-HNW UK clients. They are scaling at an impressive but steady rate, a recent deal with a...
-
Financial Planner
2 days ago
London, UK, United Kingdom JJ Search Full timeThe 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...
-
Wealth / Asset Administrator
2 days ago
London, UK, United Kingdom Square One Resources Full timeJob 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...
-
Financial Planner
2 weeks ago
London,, UK, United Kingdom JJ SEARCH LIMITED Full timeSalary: 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...
-
Trainee Financial Adviser
2 months ago
London,, UK, United Kingdom Enver Wealth Management Ltd. Full timeJob 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...
-
Compliance Manager
2 days ago
London, UK, United Kingdom Eames Consulting Full timeAn investment manager based in London's West End are looking for a Compliance Manager to support the compliance Director. The role will be generalist in nature and cover a range of activities; Key Activities/Responsibilities; Horizon scanning Deputising where appropriate Adhoc advisory queries Ensuring maintenance of policies and procedures Regulatory...
-
London,, UK, United Kingdom William Blake Group Full timeA 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...
-
HR Business Partner
1 month ago
London,, UK, United Kingdom JJ SEARCH LIMITED Full timeSALARY 65-75KThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The RoleOur Wealth Management Client is looking to recruit an experienced and focussed HR Business Partner, to work within a generalist HR role, and be able to confidently tackle employee relations within the...