Posted by BWD Search & Selection • £70K/yr to £90K/yr
One of the most highly respected private banks in the HNW wealth management space are seeking an experienced wealth manager to join their East Anglia team.
This is an opportunity to join a well-established firm and offer complex investment solutions to clients with between £1M-20M of investable assets.
You'll ideally have experience operating within the local network and will be confident in your ability to generate new business, which will predominantly come through referrals from the bank's corporate and business networks.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
The Role
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.
Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business.
This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering.
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 Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
Please note that whilst previous experience in financial services administration is preferable it is not essential, as full training on all areas shall be provided.