Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning xujxxms - Supporting advisers with FCA-compliant...
Business Development Manager (Wealth Management) Newcastle £45,000 - £55,000 + Career Progression + Performance Bonus + Pension Structure Are you a driven Business Development Manager from a management background looking to grow your career within a company that rewards performance and ambition? Do you want to join a business that offers long-term career development, autonomy, and the...
Job Description We have a great opportunity for a Transformation Consultant/Business Consultant to work with a large wealth management business. This is a key role in their strategic transformation office that ensures change programmes deliver value and implement the business strategy. The role would suit people from a management consulting background that are looking to move across to...
Job Title: Quality Assurance Manager-Wealth Management Location: - Horsham-3Days/week Onsite Duration: 6months+ Contract Inside IR35 700GBP/Day Inside IR35 Key Responsibilities Quality Governance • Define, maintain, and enforce quality standards for product development and operations. • Oversee adherence to the new PDLC across all domain teams. • Conduct quality reviews for requirements,...
Associate Wealth Manager Location: London (Hybrid) Salary: £28k-£32k (dependent on exams passed) + bonus Hours: Full time Associate Wealth Manager We 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...
An independent wealth management business is looking for an analytical, organised Implementation Analyst to support process improvement and system change, including CRM. The role involves gathering and analysing requirements, mapping workflows, designing and implementing new processes, and supporting system enhancements Key responsibilities: • Analyse and document process and system change...
Private equity backed Wealth Management platform is looking for 2 x Lawyers to join the team on an initial interim basis starting in February to support the business through a period of growth. 6-12 month fixed term contract, London based, hybrid working with potential to transition into a permanent role. Reporting to the General Counsel as part of the busy team, you will provide support across...
Senior Client Services Administrator – Wealth / Pensions / Investments Worcestershire / Hybrid Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike? We’re...
An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. The role sits within a highly visible team that supports a broad range of new and existing products and services, including funds, investment management, and financial planning. You will advise...
Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio £salary subject to experience (region of £50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing...
Client Services (Financial Planning/Wealth Management) Location: City of London/Hybrid (2 days WFH) Salary: To £33,000 to £40,000 (depending on level of experience and excellent/ Comprehensive benefits package Our client, an expanding, chartered Wealth Manager is looking to add to their busy client services team to ensure that every client receives a thoughtful, tailored, and professional...
An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. The role sits within a highly visible team that supports a broad range of new and existing products and services, including funds, investment management, and financial planning. You will advise...
Associate Wealth Manager Location: London (Hybrid) Salary: £28k-£32k (dependent on exams passed) + bonus Hours: Full time Associate Wealth Manager We 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...
We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm’s investment products and solutions. This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of...
Company Description Be part of a global consulting powerhouse, partnering with clients on their most critical strategic transformations. We are Wavestone. Energetic, solution-driven experts who focus as much on people as on performance and growth. Hand in hand, we share a deep desire to make a positive impact. We are an ambitious firm with a worldwide reach and an ever-expanding portfolio of...
Company Description Be part of a global consulting powerhouse, partnering with clients on their most critical strategic transformations. We are Wavestone. Energetic, solution-driven experts who focus as much on people as on performance and growth. Hand in hand, we share a deep desire to make a positive impact. We are an ambitious firm with a worldwide reach and an ever-expanding portfolio of...
Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio £salary subject to experience (region of £50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing...
Private equity backed Wealth Management platform is looking for 2 x Lawyers to join the team on an initial interim basis starting in February to support the business through a period of growth. 6-12 month fixed term contract, London based, hybrid working with potential to transition into a permanent role. Reporting to the General Counsel as part of the busy team, you will provide support across...
We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm’s investment products and solutions. This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of...
Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...