Posted by iMultiply Resourcing Ltd • £40K/yr to £50K/yr
IMultiply is working in partnership with a national accountancy practice that is looking to recruit an Assistant Manager or Manager for its Business Advisory Services team
The Business Advisory team work with SME and owner-managed businesses throughout Scotland, across various sectors such as Construction, Healthcare, Hospitality, Hotels, Manufacturing, Agriculture and Professional Services, amongst others.
The Firm has a global portfolio of SME and large corporate clients working across seven key sectors: energy, tech, food & drink, construction & property, public sector, industrial and business services, and also has extensive experience of working with family businesses and individuals across specialist tax, financial planning and wealth management.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
Posted by The Portfolio Group • £34K/yr to £38K/yr
We are seeking a Legal Advisory Team Manager to oversee and inspire our client's Legal Advisory team of 12.
In this management role, you will play a pivotal part in ensuring the team delivers legally sound advice, assistance, and information across a wide range of legal areas, all while maintaining exceptional service levels.
Are you an experienced legal professional with a passion for leadership?
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.