Posted by Your Resourcing Partner Limited • £24K/yr to £28K/yr
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity.
This role is provided on a full-time employed basis.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Regal Brooke Limited • £40K/yr to £47K/yr
General
Company Introduction: We are a leading wealth management firm seeking an enthusiastic and motivated Graduate Business Development Associate to join our dynamic team.
This entry-level position is perfectly suited for recent graduates eager to commence their career in wealth management, focusing on client engagement and business growth.
Job Responsibilities
Initiate contact with potential clients, arranging initial consultations with Senior Brokers.
This is for you if you are an experienced mortgage broker, with CAS, who can bring a client bank with you to create the mortgage arm of this wealth business.
Further for those who are level 4 qualified in financial advice, they will help you to become a competent financial adviser should you wish.
You can benefit from the freedom to work how and where you want, have full administration support and no fixed monthly costs, and where you can also receive all mortgage leads from the firm's financial advisers.
Posted by Financial Divisions • £25K/yr to £30K/yr
General
My Client, an independent Financial Advisory firm are looking to offer this excellent opportunity to a talented individual with either 12/18 months IFA Admin experience or to an individual looking to cross over into wealth management from a provider.
Plus discretionary bonus, 25 days holidays plus bank holidays, parking , DIS, Group Protection, excellent working environment and culture
Opportunity Highlights
Superb opportunity to carve your career within wealth management.