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.
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.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
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.
Posted by Montpellier Resourcing • £77K/yr to £80K/yr
Department: Wealth Management
Support the Wealth Management product owner to develop and manage Wealth Management products and propositions for private and commercial clients to drive sustainable business growth.
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Job overview
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients.
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.
You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections.