- 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.
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Wealth Management Administrator
3 weeks ago
Burgh Recruitment Ltd City of London, United Kingdom**Wealth Management Administrator** · **Location: London/Hybrid**Salary: up to £40k + Bonus · Hours: Full time** · An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meetin ...
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Wealth Management Administrator
2 weeks ago
Recruit UK City of London, United Kingdom**Job Title**: Wealth Management Administrator · **Industry**: Financial Planning · **Location**:City of London · **Salary**: £30,000 - £33,000 · **Job Reference**:7119 · Recruit UK is working on an excellent opportunity for a Wealth Management Administrator in London to join a F ...
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Wealth Management Administrator
8 hours ago
Blakemore Recruitment City of London, United Kingdom**Location - City of London** · **Salary - £35,000 - £40,000** · **Role - Wealth Management Administrator** · Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. · **The Role;** · To suppor ...
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Ortus PSR City of London, United KingdomAre you an experienced or aspiring People Manager within the Wealth Management industry? · Do you have a strong work ethic, a creative outlook and a focus on the importance of people and culture? · We are working with an excellent award-winning Chartered Advisory company based in ...
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Financial Divisions City of London, United Kingdom**Junior Paraplanner - Independent Financial Advice - Central London · - Up to £35k** · My client is a dynamic and forward-thinking Independent IFA Firm in London who hold Chartered status who due to expansion are looking to take on a Paraplanner who is passionate about what they ...
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Wealth Manager
1 week ago
BWD Search & Selection City of London, Greater London, United Kingdom £100,000A highly respected private bank in the HNW wealth management space are seeking an experienced wealth manager for the Sports, Media & Entertainment teamRemember to check your CV before applying Also, ensure you read through all the requirements related to this role.You'll be furni ...
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Wealth Manager
2 weeks ago
HBL Bank UK City of London, Greater London, United KingdomWealth Manager · Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly. · As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your pr ...
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Associate Wealth Manager
1 week ago
AAG Wealth Management City of London, Greater London, United KingdomAssociate Wealth Manager - AAG Wealth Management · A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. · AAG Wealth Management, one of SJP's most successful Partners, are looking to grow th ...
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Trainee Wealth Manager
1 week ago
Samuel and Co Trading City of London, Greater London, United KingdomJob Specification: Trainee Wealth Manager · All potential applicants are encouraged to scroll through and read the complete job description before applying. · Company: Samuel and Co Trading · Location: London United Kingdom · Position: Trainee Wealth Manager · About Us: Samuel an ...
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Marketing Executive, Wealth Management
1 week ago
Aldrich & Co. City of London, Greater London, United Kingdom £30,000 - £40,000Salary: · £30,000 - £40,000 · Are you a recent graduate with a genuine interest in developing a career in financial services marketing – or do you already have 12-18 months marketing experience? · Are you particularly interestedin financial service marketing and do you have a d ...
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Assistant Compliance Officer
3 weeks ago
Westminster Wealth Management City of London, United KingdomAssistant Compliance Officer required. Established wealth management/financial planning firm. Work from home anywhere in the UK with occasional visits to London. This is a full-time role. · Do you have experience in compliance or regulatory oversight within the financial services ...
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Wealth Planner, Private Banking
2 weeks ago
Recruitment Resolution City of London, United Kingdom**Top reasons to work as a Wealth Planner for this client**: · - Basic salary to £80k per annum. · - Annual Bonus. · - Listed in the Sunday Times Best Companies to work for the last 15 years. · - Award winning private banking and wealth management. · - Working in partnership with ...
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Administrator - Financial Planning
2 weeks ago
Brevere Group City of London, United KingdomAre you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approa ...
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Senior Administrator
2 weeks ago
Brevere Group City of London, United KingdomAre you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you. · A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? T ...
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Senior Administrator
3 weeks ago
Recruit UK City of London, United Kingdom**Job Title**: Senior Administrator · **Location**:London · **Salary**:Up to £25,000-35,000 · **REF**: 7438 · Recruit UK is recruiting for an administrator to join a thriving wealth management firm based in central London. · This firm is well-established and award-winning, they'r ...
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Senior Compliance Officer
3 weeks ago
Synchronicity Group City of London, United KingdomA leading wealth management firm is seeking an experienced Compliance Monitoring Officer to join their team on a 12 month fixed term contract. Although Head Office is London, this role can be based from a range of alternative regional offices around theUK, with 1-2 days a week in ...
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Paraplanner Trainee Financial Planner
2 weeks ago
Tanager Wealth Management City of London, United Kingdom**Are you an experienced paraplanner looking for a challenging opportunity within wealth management?** · **Would you like to build on your experience in a role offering variety, responsibility, support and training to carve out a fantastic career?** · We are an innovative provide ...
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Team Manager
2 weeks ago
Brevere Group City of London, United KingdomAre you an accomplished Administration specialist with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues in a leadership role? Are you looking for a professionalenvironment wit ...
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Head of Compliance
2 weeks ago
Synchronicity Group City of London, United KingdomOur client is a wealth & investment manager who are seeking an experienced senior level compliance professional who is looking to move into an SMF16/17 role. You will have overall responsibility for all compliance policies and controls across the businessand will work closely wit ...
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Ifa Administrator
1 week ago
Financial Careers Ltd City of London, United KingdomOur client is one of the UK's largest, independently owned, corporate solutions and wealth management consultancies based in the heart of the City of London. The firm has grown steadily and is now a top 100 UK IFA. · They are now seeking a Senior IFA Administrator (Wealth Managem ...
Wealth Manager - City of London, Greater London, United Kingdom - Clearwater Wealth Management
2 weeks ago
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.
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
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.
providing true financial advice to clients to help them meet their needs and objectives.
