My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
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.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
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.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.
Our client is a well - respected International private client discretionary investment manager, privately owned and an independent investment management company.
They attract individual investors through their extensive marketing activity and a warm database.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
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.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Recruit UK is hiring for a wealth management firm who pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.
Join as a Financial Services Administrator in their Client Onboarding team to manage new business applications and maintain accurate client data, ensuring seamless onboarding and data updates.
With a national presence,there is ample opportunity to grow and be part of a collaborative, inclusive culture.