Canaccord Wealth Jobs in United Kingdom

A financial services company based in Greater London is seeking an IT Support professional to manage helpdesk queries and maintain hardware. The role involves ensuring timely responses to requests, supporting office equipment, and managing IT assets in compliance with company sta ...

Job Description · Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements · Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for Vulnerable c ...

To provide a key role supporting and maintaining some of the core CWM applications, hardware and services. Specifically providing support via the company helpdesk, ensuring requests are dealt with effectively and efficiently, providing an excellent service to users.Role responsib ...

To provide support and maintenance for core CWM applications hardware and services.Providing support via the company helpdesk ensuring requests are dealt with effectively and efficiently. · Maintaining office printers copiers and scanners working with third party suppliers to ens ...

Actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to ...

Administrative support as directed by the Investment Manager. · Developing and maintaining client relationships by providing accurate and timely administration support. · ...

A financial services firm in Cambridge is seeking an experienced Paraplanner to support Wealth Planners by conducting high-quality research on financial products. The role involves preparing suitability reports and ensuring compliance with regulatory standards. Ideal candidates w ...

To provide a key role supporting and maintaining some of the core CWM applications, hardware and services. Specifically providing support via the company helpdesk, ensuring requests are dealt with effectively and efficiently, providing an excellent service to users. · Role respon ...

This role supports investment management to help deliver good client outcomes. It involves shadowing an Investment Manager, drafting client communications and meeting notes, preparing portfolio information and performance data. · Shadow the Investment Manager to support client re ...

Actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to ...

This role is responsible for the provision of investment management support to Investment Managers and the wider team to help to deliver good client outcomes. · ...