The Wealth Manager will work closely with 2 Senior Directors who have full responsibility for client relationships, with the intention of the successful candidate being introduced to clients and a longer-term plan to have individual responsibility.
A rare opportunity has arisen with a leading private bank who require a Wealth Manager to join their busy team based in the center of Leeds.
The existing team currently manage over £1bn of ultra-high-net-worth private client assets which continues to grow via internal channels, along with a strong existing network of professional introducers.
This is a newly created role and will be responsible for assisting the Investment Management team in various aspects.
IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices.
What's in it for you
Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
Are you looking to progress your career in Investment Management?
If you are CISI Level 4 qualified and have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then apply now!
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
The Company: Nationally recognised Investment Management firm based in Harrogate looking to recruit into their DFM arm at Adviser Support level with a Business Support/Investments Administrator type hire.