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Wealth Management Administrator
1 week ago
Jane Deane Recruitment Limited Manchester, United KingdomWell established IFA practice based in Manchester City Centre require an additional administrator to complement their existing team. · The role involves dealing with HNW clients. · Duties to include, but not limited to: · - Processing new business · - Placing deals · - Processing ...
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Wealth and Asset Management
1 day ago
EY Manchester, United KingdomWealth and Asset Management Tax – Private Capital · Senior Tax Advisor · EY's Financial Services (FS) Tax practice is the largest such practice in the UK with an exceptional reputation for sector expertise and close, trusted adviser, relationships across a broad range of FS clien ...
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Wealth and Asset Management
1 day ago
EY Manchester, United KingdomWealth and Asset Management Tax – Private Capital · Tax Manager · EY's Financial Services (FS) Tax practice is the largest such practice in the UK with an exceptional reputation for sector expertise and close, trusted adviser, relationships across a broad range of FS clients incl ...
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PwC Manchester, United Kingdom Full timeLine of Service · Advisory · Industry/Sector · Asset and Wealth Management · Specialism · Advisory - Other · Management Level · Manager · Job Description & Summary · In support of unprecedented growth, PwC's Consulting practice currently has a vacancy in its FS Enterprise Transfo ...
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PwC Manchester, United Kingdom Full timeIn support of unprecedented growth, PwC's Consulting practice currently has a vacancy in its FS Enterprise Transformation team, for a high performing Manager who will focus on the Asset Management & Asset Servicing sector, in the field of Operating Model Design and Implementation ...
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Receptionist
1 week ago
Nedbank Private Wealth Isle of Man, United Kingdom**Receptionist - Temporary**: · We have an excellent opportunity for a receptionist within our secretarial team based in the Isle of Man office. The job holder will be the first point of contact and greet/welcome external and internal clients to the bank in a professional and fri ...
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Proposition Manager
1 week ago
Sanderson Recruitment Manchester, United Kingdom Full timeProposition Manager (x2) - Mortgage, Insurance, Protection & Wealth products · Our prestigious Financial Services client based in Greater Manchester have a requirement for 2 x Product Managers to join on an interim basis, working within the client's Proposition and Partnership te ...
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Investment Manager's Assistant
5 days ago
mbf. Manchester, United Kingdom**Investment Manager's Assistant - Manchester - Salary negotiable depending on experience - Leading Wealth Management Organisation** · MBF are currently working with a prestigious Wealth Management Institution who are looking to add an Investment Manager's Assistant to their high ...
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Receptionist
4 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**Receptionist - Temporary**: · We have an excellent opportunity for a receptionist within our secretarial team based in the Isle of Man office. The job holder will be the first point of contact and greet/welcome external and internal clients to the bank in a professional and fri ...
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Senior Private Banking Officer
6 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**Senior Private Banking Officer**: · INTERNAL VACANCY - Please Note That This Vacancy Is For Current Nedbank Private Wealth Limited Employees Only · Are you a strong team player who can demonstrate good leadership skills? We're looking for someone who is organised and able to wo ...
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Existing Business Officer
1 week ago
Nedbank Private Wealth Isle of Man, United Kingdom**Existing Business Officer**: · **Who are we?** · Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international w ...
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Salesforce CRM Lead
6 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**Salesforce CRM Lead**: · We have a great opportunity for an experienced Salesforce CRM leader to join at a very exciting time. This role will be responsible for leading, owning and managing our Customer Relationship Management (CRM) platform. This includes leading a team of sal ...
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Private Banker
6 days ago
Barclays Manchester, United Kingdom**Private Banker - North** · **Manchester or Leeds** · This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum quali ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Manchester, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand ...
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Client Advisor
1 day ago
Quintet Private Bank Manchester, United Kingdom**Purpose of the Job**: · Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to ...
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Investment Operations Administrator
4 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**Investment Operations Administrator**: · Are you a detail-oriented professional with experience working with Investments? We're looking for someone who is organised and able to work efficiently under pressure to join one of the teams in our Investment Operations Department. · * ...
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Card & Data Services Administrator
5 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**Card & Data Services Administrator**: · We have an excellent opportunity for a Card & Data Services Administrator within our New Business team based in the Isle of Man. · A member of a busy team primarily involved in the day to day running of the client Visa cards, account open ...
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Cdd Team Leader
5 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**CDD Team Leader - 12 month Fixed Term Contract**: · We having an exciting opportunity to join a well established team on a 12 month fixed term contract. We are looking for an experienced Team Leader to support a busy team primarily involved in the account opening process, ongoi ...
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Proposition Delivery Partner
1 day ago
Sanderson Recruitment Plc Manchester, United Kingdom**Proposition Delivery Partner - Mortgages, protection, GI, wealth** · **Proposition Delivery Partner - Mortgages, protection, GI, wealth** · **3 month initial contract** · **On site twice a month (Hybrid working)** · **£450 - £500/day (Inside IR35)** · Working with the Partnersh ...
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New Business Team Leader
5 days ago
Nedbank Private Wealth Isle of Man, United Kingdom**New Business Team Leader**: · We having an exciting opportunity to join a well established team. We are looking for an experienced Team Leader to support a busy team primarily involved in the account opening process, ongoing account maintenance, data integrity and anti-money la ...
Wealth Manager - Manchester, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Type of Position:
Trainee Wealth Manager - Manchester
Trainee Wealth Manager - Manchester
Our client is looking to welcome a Trainee Wealth Manager into their team in Manchester, to advise clients as appropriate to their circumstances and objectives.
Making sure portfolios are managed in accordance with the client's mandate, objectives and the firm's investment propositionMaintaining all standards of performance as required by the firm
T&C, complaints, financial crime, anti-money laundering, anti-bribery, data security, data protection, conflicts of interest, inducements, record keeping, best execution etc.
Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules / FCA Statements of Principle &Keeping up to date with relevant regulatory, product, legislative and technical requirements
Making sure all client records are retained in line with the firm's Data security / data protection / record keeping policy
Previous experience within financial services
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