Private Wealth Solicitor - £65k DOE, hybrid working, location Islington, London. Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. Responsibilities: Advising on all aspects of wills, probate, estate administration and trusts. Required experience: Solid knowledge in advising on all aspects of wills,...
Interested in working for one of the fastest-growing wealth management firms headquartered in the US?This firm has been built through the combination of elite advisory firms and a deep operational infrastructure. As the business continues to scale, they are investing in the next layer of operational leadership to ensure that its technology and business teams remain tightly aligned,...
Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio£salary subject to experience (region of £50-65K basic)LondonA 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 portfolio of...
We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm’s investment products and solutions.This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of products,...
Project Manager - Wealth Management / High-Net-WorthLocation: London (with weekly travel to other client sites)Contract: Inside IR35, via approved umbrella companyWe are supporting a leading wealth management organisation in appointing an experienced High-Net-Worth (HNW) Project Manager on an inside IR35 contract basis, operating via an approved umbrella company.This assignment sits at the front...
Business Architect | Operating Model ArchitectGlobal Wealth Manager | London | Up to £100k + £20k Bonus & Excellent BenefitsA leading global investment & wealth management firm managing assets across multiple strategies and client segments is seeking a Business Architect to shape the future of its core investment services function. Spanning portfolio management support, trade lifecycle, data...
Company DescriptionBe 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...
✨ Paraplanner — Chartered / Almost Chartered📍 Location: (Insert location / hybrid / remote)💰 Salary: Competitive + bonus + study support + excellent benefits📈 Clear progression | High-quality clients | Supportive cultureAre you a technically strong Paraplanner who genuinely loves getting under the skin of complex financial planning… but also wants to feel valued, supported, and part of a team...
Our ClientOctopus-owned embedded investment platform that’s reshaping the future of wealth management. A certified B-Corp with strong product-market fit, they’re scaling rapidly and backed by the £multi-billion Octopus Group (home of Octopus Energy, Octopus Investments, and Octopus Money). With a mission to open up investing and transform a traditionally outdated industry, they’re growing fast...
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 enhancementsKey responsibilities:- Analyse and document process and system change needs-...
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 the...
Client Development Manager role in a midsized international law firm, focusing on their private client practice groups. London based with hybrid working. Competitive salary.This mid-sized international law firm is looking for a BD professional to support their flagship Private Client practice. This firm is large enough to have its name on the map, but small enough to be agile and respond quickly...
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...
About the CompanyAre you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under...
The RoleJunior Assistant to the Chief of Staff - Boutique Private Family Office – MayfairMartis Search is representing a Mayfair-based Ultra-High-Net-Worth Family Office seeking to appoint a Junior Assistant to the Chief of Staff on a permanent basis.This is a highly varied administrative and project-support role that goes well beyond traditional PA duties. It would suit a graduate-calibre...
Company DescriptionBe 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...
We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm’s investment products and solutions.This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of products,...
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 enhancementsKey responsibilities:- Analyse and document process and system change needs-...
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...
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 packageOur 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 service....