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...
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...
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...
A leading financial services firm is seeking a Lead Advisor to act as a Personal CFO, delivering exceptional wealth management experiences. Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below. This role requires 6+ years in financial or estate planning and the CFP® designation. You will leverage internal resources to meet...
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 xujxxms - Supporting advisers with FCA-compliant...
Job Description My client is a leading global advisory name and they are expanding their European Asset & Wealth Management vertical within FIG. This team has an impressive track record and will offer excellent exposure to transactions and to clients. The vast majority of their work is sell-side (~80-90% of deal flow) and they spend ~80% of their time on execution. Key Responsibilities: -...
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...
Wealth Management, Investment Solutions Product Development, Associate, London LONDON, LONDON, United Kingdom Job Information - Job Identification - Job Category Product Development - Business Unit Asset & Wealth Management - Posting Date 01/26/2026, 01:35 PM - Locations 60 Victoria Embankment, London, Greater London, EC4Y 0JP, GB - Apply Before 02/16/2026, 05:00 AM - Job Schedule Full time -...
Job Description We have a great opportunity for a Transformation Consultant/Business Consultant to work with a large wealth management business. This is a key role in their strategic transformation office that ensures change programmes deliver value and implement the business strategy. The role would suit people from a management consulting background that are looking to move across to...
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,...
Associate Wealth Manager Location: London (Hybrid) Salary: £28k-£32k (dependent on exams passed) + bonus Hours: Full time Associate Wealth Manager We are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each...
An independent wealth management business is looking for an analytical, organised Implementation Analyst to support process improvement and system change, including CRM. The role involves gathering and analysing requirements, mapping workflows, designing and implementing new processes, and supporting system enhancements Key responsibilities: • Analyse and document process and system change...
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...
Senior Client Services Administrator – Wealth / Pensions / Investments Worcestershire / Hybrid Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike? We’re...
An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. The role sits within a highly visible team that supports a broad range of new and existing products and services, including funds, investment management, and financial planning. You will advise...
Client Services (Financial Planning/Wealth Management) Location: City of London/Hybrid (2 days WFH) Salary: To £33,000 to £40,000 (depending on level of experience and excellent/ Comprehensive benefits package Our client, an expanding, chartered Wealth Manager is looking to add to their busy client services team to ensure that every client receives a thoughtful, tailored, and professional...
An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. The role sits within a highly visible team that supports a broad range of new and existing products and services, including funds, investment management, and financial planning. You will advise...
Associate Wealth Manager Location: London (Hybrid) Salary: £28k-£32k (dependent on exams passed) + bonus Hours: Full time Associate Wealth Manager We are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each...
Overview As an Associate in Investment Solutions Product Development, you will lead and support key programs, workstreams and serve as a subject matter expert for Private Bank Solutions Product Development. You'll analyze and implement changes across product development, management, and regulatory initiatives, collaborating with stakeholders across regions. In this role, you will drive...
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...