Job Description office-based / hybrid flexibility Qualifications: CeMAP (essential) Are you a qualified Mortgage Adviser looking to join a respected and growing wealth management firm with an excellent client reputation? This is a fantastic opportunity to work within a supportive, professional environment where you’ll have access to high-quality leads, holistic financial planning support, and...
You must have 3-5 years of experience in wealth management sales Have a strong track record in driving revenue growth by consistently introducing high-potential leads through effective consultative telephone selling techniques. Be skilled at building and establishing short-term relationships with high-net-worth individuals over the phone.
Job Description Paraplanner - Wealth Management Location: Milton Keynes Salary: up to £45,000 (Experience dependent) Hybrid working We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic...
Job Description We are looking for an experienced Financial Administrator to join our clients Wealth Management Practice based in Hook. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). This...
Job Description Join a leading, fast-growing Wealth Management and Private Office firm offering exceptional career progression and long-term equity opportunities. Are you an ambitious Wealth Manager or Financial Planner looking to take the next step in your career? This is a fantastic opportunity to join a prestigious, expanding firm based in Oxfordshire, with regular client and business...
Job Description Looking for a remote-first leadership role where you can shape transformation projects and gain equity in a fast-growing consultancy? Join a rapidly expanding start-up delivering cutting-edge CRM and digital transformation programmes for leading firms in the Wealth Management and IFA sector. As a Senior Project Manager, you’ll lead flagship programmes, work directly with...
Senior Director - Insurance, Wealth and Asset ManagementRole overview: This role sits within the Financial Services Improvement (FSI) practice at Alvarez & Marsal (A&M) in London. Our FSI team assists financial institutions seeking organic or inorganic growth opportunities, requiring restructuring, or conducting strategic reviews. We work with clients across the financial services sector...
You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus hybrid working.
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...
You will help shape operations, support advisers, and contribute directly to the firm’s growth. Key Responsibilities - Schedule client annual progress meetings via email and phone - Liaise with accountants to ensure accurate records - Train and support new staff - Keep client-facing teams on track with targets
You will manage internal referrals as well as establishing new client connections.
You will establish connections with external introducers and be responsible for growing the wealth management operation in the area.
You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role.
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...
Legal, Private Wealth Management Lawyer, Executive Director, London location_on London, Greater London, England, United KingdomWHO WE AREThe Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions,...
Job Description Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth...
You will have demonstrable experience managing administration and / or paraplanning teams - A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.
You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
Job Description Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You’ll be supported by a highly...
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...
Job Description Wealth Management Executive Coventry | Hybrid Working (2–3 days in the office) Up to £40,000 + Excellent Benefits Full-Time | Permanent Are you passionate about delivering outstanding client service and ready to take the next step in your Wealth Management career? This is a fantastic opportunity to join a highly regarded Wealth Management practice that provides tailored...
Job Description Location: Offices near Hemel HempsteadEmployment Type: Full-Time | Hybrid (2 days WFH)Technical Paraplanner - up to £65,000Qualified Paraplanner - up to £45,000Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is...
Job Description Up to £35,000 (pro rata), Benefits Are you an experienced IFA Administrator looking for a flexible part-time opportunity? We are working with a well-regarded financial planning firm in London who are looking to expand their support team with a professional and proactive administrator. This is a great opportunity for a detail-focused individual seeking work-life balance within a...