A leading wealth management firm in the UK is seeking a Director, Wealth Manager to lead client relationships and drive business growth. This role requires significant experience in wealth management, excellent relationship-management skills, and leadership capabilities. As part of a dynamic team, you will manage client interactions and ensure exceptional service delivery. The firm offers a...
A leading investment management firm in Bristol is seeking an Assistant Portfolio Manager to support Portfolio Managers in managing client portfolios. The ideal candidate will have excellent IT and communication skills, a keen interest in wealth management, and the ability to work under pressure. You'll play a key role in client interactions, preparing materials, and participating in investment...
You will have an enhanced focus on maintaining existing client relationships and identifying new opportunities through key origination tactics and networks.
You will deliver net revenue growth by focusing on achieving the team's net sales target.
You will deliver net revenue growth by focusing on achieving the team's net sales target.
A leading financial institution is seeking an experienced leader to drive the success of their West of England offices. This role involves setting strategic directions, fostering a people-centred culture, and ensuring business growth. The ideal candidate will have a strong track record in leadership within wealth management and the ability to navigate complex environments. This is a full-time...
A leading wealth management firm in Bristol is seeking a Regional Manager to oversee operations for the South West of England. This role entails achieving revenue targets, coaching a high-performing team, and ensuring compliance with KPIs. Ideal candidates will have financial planning experience and a diploma in the field. The position offers competitive salary, private medical insurance, a...
A leading wealth management company based in Bristol is searching for an Investment Manager. The ideal candidate will manage client portfolios, liaise with clients regularly, and provide tailored investment advice. Strong interpersonal skills and a Level 7 Chartered Wealth Manager qualification or equivalent are essential. This role offers extensive training and development, allowing an ambitious...
A leading wealth management firm in Bristol is seeking an ambitious individual to manage client portfolios and develop new client relationships. This role requires strong interpersonal skills and compliance with investment regulations. The successful candidate will have the opportunity to work with both existing clients and Financial Planners to grow their own client book. A Level 7 Chartered...
You will work with senior stakeholders across the industry, supporting their strategic priorities and guiding them through transformation, assurance, and regulatory change. What your days will look like: In this role, you will lead multi-disciplinary teams on diverse client engagements, with work spanning:
A leading wealth management firm in the UK is seeking an Implementation Executive to lead adviser onboarding and training on their platform. The role requires experience in financial services and a confident approach to communication. Key responsibilities include supporting advisers during implementation, creating training materials, and ensuring customer success. This position offers a...
Wealth Planner Department: Investment Management Employment Type: Full Time Location: Bristol Reporting To: Head of Wealth Planning Description Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a...
Private Wealth Associate London – Salary negotiable based on experience My client is a top 200 law firm, currently on the lookout for an experienced Private Client Associate to join their team in South West London Key Responsibilities: Manage your own caseload of diverse Private Wealth matters Build strong client relationships Support and mentor junior members of the department, including...
Job Description Are you an experienced Senior Tax Manager with a specialisation in private client tax? This is an excellent opportunity to lead and manage private client tax advisory services in a professional services environment in Bristol. Client Details This role is with a well-established professional services organisation. They are a large organisation with a reputation for delivering...
Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading...
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go...
The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...
A leading financial institution in the UK seeks a Director, Wealth Manager, responsible for managing client relationships, driving revenue growth, and leading a team in Bristol. This pivotal role requires significant wealth management experience, excellent relationship management skills, and the ability to understand and articulate client needs. The company offers a comprehensive rewards program,...
Excited to grow your career? Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL. We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for,...
A leading wealth management firm in the South of England is seeking a Regional Manager to lead their team of Private Client Financial Planners. This role involves achieving team revenue targets, ensuring excellent client service, and developing team members. The ideal candidate will possess strong leadership and financial planning skills, with a commitment to coaching and staff development. The...
Director, Wealth Manager Join to apply for the Director, Wealth Manager role at RBC Brewin Dolphin Business Overview RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their...
A leading financial institution seeks an experienced transformative leader to head its West of England offices. The role involves driving business transformation and managing a dedicated team in Bristol and Cheltenham. Candidates should have a proven leadership track record and a passion for fostering a collaborative, values-driven culture while ensuring exceptional client service. This position...