Jobs
>
London

    Wealth Manager - London, United Kingdom - Clearwater Wealth Management

    Clearwater Wealth Management
    Clearwater Wealth Management London, United Kingdom

    3 weeks ago

    Default job background
    Description

    Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice.

    CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career.

    James's Place Wealth Management (SJP) operating in the top 1% of the FTSE 100 business. CWM are consistently SJP's largest and most successful practice, currently managing over £1bn Funds Under Management.

    Operating in the City of London, CWM has further expansion plans and is looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK.

    The business is seeking a highly motivated self-starter to join us in building quality, long-term relationships with clients.

    Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience

    Earnings :
    Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.

    Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
    Existing client servicing opportunities with both private and corporate clients
    You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing help you need.

    This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment.

    An environment in which you can concentrate on what is important:
    providing true financial advice to clients to help them meet their needs and objectives.
  • Financial Divisions

    Wealth Manager

    3 weeks ago

    Financial Divisions London, United Kingdom

    My client is a high-end Investment Brokerage who are currently experiencing an exciting period of rapid growth and are looking to add a Wealth Management arm to their successful business. The firm offer professional and collaborative environment and dealUHNW City professionals. · ...

  • Arbuthnot Latham

    Wealth Management

    2 weeks ago

    Arbuthnot Latham London, United Kingdom

    *** · **Job Purpose** · - To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.**Ke ...

  • Arbuthnot Latham

    Wealth Management

    2 weeks ago

    Arbuthnot Latham London, United Kingdom

    *** · - This is a temporary position to support the Wealth Management function by providing high quality and effective administrative support.**Key Responsibilities** · - Track all client documentation and data entry ensuring client records are maintained, accurate and in good or ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    2 weeks ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Primary Function**: · The role will be a member of the Investment & Research Team within Wealth Management Investment Solutions. The Investment and Research team has the overall responsibility for enhancing investment process and coordinating investment research efforts to gain ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    2 weeks ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportuni ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    2 weeks ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportuni ...

  • JPMorgan Chase Bank, N.A.

    Wealth Management

    1 day ago

    JPMorgan Chase Bank, N.A. London, United Kingdom

    **Job Summary** · The Sustainable Investing team sits within the JP Morgan Wealth Management Investment Solutions practice, and is responsible for leading the creation, development and execution of our sustainable investing offering. Critical to the team's success is building rel ...

  • Arbuthnot Latham

    Wealth Management

    1 week ago

    Arbuthnot Latham London, United Kingdom InternshipSHIP

    *** · Arbuthnot Latham is an independent Private Bank offering comprehensive Banking, Wealth Management and Investment Management services. Serving its customers since 1833, Arbuthnot has successfully navigated many turbulent periods of economic instability and has a long track r ...

  • Your Resourcing Partner Limited

    Wealth Management

    1 day ago

    Your Resourcing Partner Limited London, United Kingdom

    We are recruiting for a **Technical Assistant / Practice Administrator** for a successful partner practice of St. James's Place Wealth Management based in Knightsbridge, London on a full time basis. · **Role Overview**: · To provide technical administrative and general practice s ...

  • eFinancialCareers

    Wealth & Asset Management

    2 weeks ago

    eFinancialCareers London, United Kingdom

    **Wealth & Asset Management Consultant** · A technology services leader searching for the UK's best **Wealth & Asset Management Consultants.**These opportunities are at all levels and as a result the client can offer both excellent professional and financial incentives for anyone ...

  • mbf.

    Wealth Management Administrator

    2 weeks ago

    mbf. London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...

  • Burgh Recruitment Ltd (Financial Services)

    Wealth Management Administrator

    3 weeks ago

    Burgh Recruitment Ltd (Financial Services) London, United Kingdom

    **Wealth Management Administrator** · **Location: London - City** · **Salary**:£28,000 - £34,000 per annum (DoE)** · **Hours: Full-Time, opportunity for some hybrid working** · **Working as part of the team at an Appointed Representative of St. James's Place Plc.** · You will be ...

  • Barclays

    Wealth Management Associate

    3 weeks ago

    Barclays London, United Kingdom

    **Wealth Management Associate** · **London** · As a Barclays Wealth Management Associate, you will be assisting the Wealth Managers when acting as trusted advisors to clients, with the primary focus being to actively seek opportunities that will contribute towards the growth of t ...

  • Financial Divisions

    Wealth Management Administrator

    2 weeks ago

    Financial Divisions London, United Kingdom

    **Plus bonus and excellent benefits** · **The Opportunity** · Our client is the financial planning arm of well established, highly respected and recognised Charted Accountancy firm, established a number of years and has a large, loyal client base that are professionally managed t ...

  • Artemis Recruitment Consultants Ltd

    Associate Wealth Manager

    2 weeks ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. · **The Role - Trainee Associate Wealth Manager**: · Duties include but are not exclusive to: · - Attend Client Meet ...

  • Clearwater Wealth Management

    Wealth Management Administrator

    3 weeks ago

    Clearwater Wealth Management London, United Kingdom

    Clearwater is a leading wealth management business in London. We are professional and agile. · Our work environment includes: · - Modern office setting · - Growth opportunities · We are recruiting for a **Wealth Management Administrator **to join an established Practice of St. Ja ...

  • Morrinson Wealth Management

    Trainee - Wealth Management

    3 weeks ago

    Morrinson Wealth Management London, United Kingdom

    **BACKGROUND** · Morrinson Wealth is a thriving wealth management practice in the City of London. · **OVERALL JOB PURPOSE** · * · **PERSON SPECIFICATION** · - **Recent Graduate**: · - Highly motivated, driven and commercial · - Experience within financial services preferable but ...

  • Barclays

    Wealth Management Associate

    3 weeks ago

    Barclays London, United Kingdom

    **Wealth Management Executive** · **London** · As a Barclays Wealth Management Associate, you will work closely with Wealth Managers and support them with the investment-led activity. You will be actively seeking new clients and opportunities that will contribute towards the grow ...

  • Oliver James

    Assistant Manager Wealth

    3 weeks ago

    Oliver James London, United Kingdom

    A global corporate business is recruiting for an opportunity to join their Wealth & Asset Management Financial Accounting Advisory Services team as an Assistant Manager. This growing team will advise and assist with regulatory and financial reporting changesand implementations, a ...

  • MB Fitzgerald

    Wealth Management Administrator

    3 weeks ago

    MB Fitzgerald London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...