Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...
Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio £salary subject to experience (region of £50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing...
You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.
Private equity backed Wealth Management platform is looking for 2 x Lawyers to join the team on an initial interim basis starting in February to support the business through a period of growth. 6-12 month fixed term contract, London based, hybrid working with potential to transition into a permanent role. Reporting to the General Counsel as part of the busy team, you will provide support across...
You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.
Business Development Manager (Wealth Management) Newcastle £45,000 - £55,000 + Career Progression + Performance Bonus + Pension Structure Are you a driven Business Development Manager from a management background looking to grow your career within a company that rewards performance and ambition? Do you want to join a business that offers long-term career development, autonomy, and the...
PARAPLANNER OPPORTUNITY – WEALTH MANAGEMENT YORK (HYBRID) 2/3 days in office £45-50K and bonus/benefits Our client is a chartered national IFA firm with ambitious growth plans, currently 10 locations and c £2 Billion AUM are currently looking to recruit a talented, technically competent Paraplanner to strengthen their Paraplanning support: Level 4 qualified Paraplanner essential, minimum 18...
You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.
Company Description Be part of a global consulting powerhouse, partnering with clients on their most critical strategic transformations. We are Wavestone. Energetic, solution-driven experts who focus as much on people as on performance and growth. Hand in hand, we share a deep desire to make a positive impact. We are an ambitious firm with a worldwide reach and an ever-expanding portfolio of...
Job Title: Quality Assurance Manager-Wealth Management Location: - Horsham-3Days/week Onsite Duration: 6months+ Contract Inside IR35 700GBP/Day Inside IR35 Key Responsibilities Quality Governance • Define, maintain, and enforce quality standards for product development and operations. • Oversee adherence to the new PDLC across all domain teams. • Conduct quality reviews for requirements,...
You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities - Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.
You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme.
You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.
Job Description Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with...
Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio £salary subject to experience (region of £50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing...
Private equity backed Wealth Management platform is looking for 2 x Lawyers to join the team on an initial interim basis starting in February to support the business through a period of growth. 6-12 month fixed term contract, London based, hybrid working with potential to transition into a permanent role. Reporting to the General Counsel as part of the busy team, you will provide support across...
You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.
You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.
You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities - Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.
You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.
You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.