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We are looking for a Customer Service Account Executive to join our rapidly growing corporate customer service department. If you are experienced in working with customers and share our passion for providing high quality service, then we would love to hear from you! The Role: This role, working in our fast-paced corporate accounts team is a true customer account management position, where you will be responsible for a portfolio of corporate customers ensuring their interactions with our business are of the highest standards. This role does not include any sales targets, allowing you to maintain focus on providing “customer first” experiences. By working proactively to manage your customer communications, you will seek to build strong relationships within your portfolio using excellent attention to detail to bring resolutions or to plan for future requirements. On a daily basis, this role involves working with customers over the phone, using email and by video-call so you must be a confident communicator able to adapt your style to changing circumstances and demand. You will also be required to use reporting and analysis to provide customer insight – becoming a subject matter expert in order to fully service an account. What can we offer? This role offers a competitive package of remuneration along with access to a wide range of company benefits which includes; • Private medical insurance, including 24/7 GP appointments and access to a wide range of professional support. We also offer a life assurance and income protection scheme from day one!, • Our annual company profit share scheme, rewarding everyone at Corona by sharing in our success., • Employee self-sacrifice Electric Vehicle scheme, with a wide range of different models to choose from – supporting our commitment to the energy transition., • Access to thousands of retail and entertainment discounts through our internal rewards and recognition scheme, all linked to our company values. On top of these great benefits, we also continue to invest in our people through a wealth of development opportunities, supporting you to get the most from your career! Working Pattern In this role you will be able to work on a hybrid pattern, with Tues-Thurs in the office and Monday and Friday at home. Our standard office hours are 0830 – 1700, Monday to Friday. Working with us at Corona Energy At Corona Energy we are driven by our company culture which is focused around our core values; Empowered, Forward Thinking and Impactful – these are underpinned by our central value “Customer First”. This year we were proud to have been independently certified as one of the Best Places to Work in the UK with over 80% of our team recognising our outstanding employee experience! To support this experience, we also offer our team; • Amazing office spaces, with complimentary breakfast, fruit, snacks and drinks throughout the day., • An annual focus on wellbeing with events and activities to support your health, wealth and inner-self!, • An opportunity to support our charity partners, or to give back to important causes by fundraising or volunteering our time., • The chance to celebrate success together, at one of our regular sports and social events or at our annual company awards. If you are looking for a career that is all about positive energy, we would welcome your application! Corona Energy is a Disability Confident employer and as such will offer any successful applicant whatever reasonable adjustments they may require in order to take part in our recruitment process.

Specialist Recruiters in Financial Services.IFA Administrator / Advisor Support Role.Harrow on the Hill fully office based.This is an excellent opportunity to join a growing financial planning support team within a well-established wealth management environment.You will be part of a close-knit team

Your details are being submitted.This may take up to 30 seconds so please be patient.Type of Position: Paraplanner - Barnet.An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and b

A leading wealth management firm is seeking a skilled Paraplanner in Barnet to support its financial advisory services.

Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK’s specialist finance marketplace. The continuous growth has created new roles within the business development team. This business development role will help focus on the acquision of new relationships through intermediaries (smaller finance brokers). The position requires a person who has ideally previously held a sales or business development role, preferably in Financial Services or working with brokers. The person needs to be passionate about hitting targets and building relationships. Responsibilites: • Acquiring and building relationships with Brokers, predominantly via telephone., • Fielding and responding to queries from finance Brokers., • Educating the Brokers on maximising the use of your products., • Increasing the number of Brokers refering leads by outlining the benefits of your company for both them and their clients., • To record all actvity and maintain a prospects pipeline., • To regularly update the Sales Director on progress against targets and produce reports as requested., • Seek opportunities for networking in order to expand contacts, knowledge and new business opportunites., • To build an expert knowledge of the Industry and commercial awareness to enable the development and growth of new business opportunites and to achieve sales., • Recommend process improvement to enhance the success in securing new business opportunites., • Tracking of loan applications., • Tracking of leads that you get from Brokers., • Assist with general analysis and reporting on Broker activity on a monthly basis., • Building awareness and a credible reputation for your employer in the broker community. Experience: • 6 months+ experience of business development or similar sales experience; financial services sales, wealth management, investment management asset gathering., • Previous experience working for a Bank, Finance Broker or Lender would be advantageous., • Proven track record of hitting sales targets., • Some experience in explaining complex products or services to businesses, ideally with some familiarity of financial services, • Graduate level qualification not essential but ideal. Capabilities: • Hungry, ambitious self-starter, go-getter, determined, passionate and enthusiastic., • Excellent written and oral communication ability (ability to lead and control a phone discussion / negotiation to ensure efficiency)., • A natural flair for developing business relationships., • Ability to "think outside the box" and suggest changes to processes / sales tactics in order to improve efficiency and impact., • Ability to think quickly and adapt our messaging in response to comments from brokers., • Ability to close deals and bring discussions/negotiations to a conclusion, • Solution driven approach to work, identify problems and find answers to them independently

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. Undertaking effective account management including financial management. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track recor

Experience providing tax advice within the Wealth and Asset Management sector. Wealth and Asset Management sector. Advise clients on a wide range of tax matters, including fund tax, international tax, UK corporation tax, income tax, capital gains tax, and other issues relevant to the Wealth and Asse

Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. This role is part of our Wealth Management Business, a gr

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strat

A wealth management firm based in the United Kingdom is seeking an experienced Paraplanner to join their team on a full-time basis.

Trainee Wealth Management Opportunity - Malta. Industries: Investment Management, Investment Advice, and Investment Banking.

A financial services company is seeking a Technical Training Manager to lead and develop technical training programs within their wealth management division.

We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives. Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management. Wealth & Asset Management | Type: Permanent.

Applications Engineer - Finance & Wealth Management - Permanent - Hybrid. Global leader in the Wealth and Financial Management arena is seeking an experienced Applications Engineer to work hybrid (1 to 2 days per week) at their London City HQ or their Liverpool City Centre offices. In this Microsoft

Senior Consultant, Process and Controls - Wealth Asset Management.

Role : Private Bank and Wealth Management Product Manager. As a Private Bank and Wealth Management Product Manager, you will join a banking product team responsible for managing linked bank accounts, payments, and credit card offerings for private bank customers. Broad experience in product manageme

This role requires experience in team management and a strong understanding of regulatory requirements.

Provide pragmatic legal advice across Wealth Management matters. Legal Counsel 8PQE+ – Wealth Management | London (Hybrid). Are you a commercially minded lawyer looking for your next challenge? Whether you’re making your first move in-house and want exposure to a broad, high-impact role, or you�

A wealth management firm is seeking an Account Manager to support Wealth Managers in providing exceptional client service.

Extensive experience in a senior risk and/or compliance leadership role within a regulated wealth or asset management business. Broadgate Search have been retained to lead the executive search for a Chief Risk Officer with a leading UK wealth management group. Our client is a fast-growing UK wealth

Lead client relationships with PE professionals, delivering tailored wealth management solutions across investments and lending. Expertise to source and onboard new clients in the Wealth Management space. Wealth Management Relationship Manager – Private Equity Clients (Vice President/Director).

The ideal candidate should demonstrate strong stakeholder management skills and a keen interest in marketing technology.

A growing wealth management firm in Greater London seeks a Financial Adviser / Wealth Manager to provide comprehensive wealth management advice, including financial planning and investment strategies to high-net-worth clients.

The role requires proven experience in operational risk, strong communication skills, and an understanding of the Wealth Management sector. You will ensure the effective operation of the Risk Management Framework, with responsibilities ranging from risk identification to maintaining risk policies.

A leading global financial institution in Greater London seeks a Private Bank Legal Group – Wealth Management Product Lawyer to provide legal support for derivatives and structured products.

A leading global investment manager in London seeks an Assistant Portfolio Manager for their Wealth Management division. Ideal candidates will possess strong IT and communication skills, along with an interest in wealth management.

A leading wealth management firm in the UK is seeking a skilled Data Engineer to develop scalable data pipelines and enhance their modern data platform.

A financial services firm in Greater London is seeking a Training Lead to manage the development of staff.The role involves designing and delivering structured training programs, ensuring technical accuracy, and monitoring performance across the team.Ideal candidates will have over three years of tr

A global executive search firm in London seeks an Associate for their Wealth and Asset Management division. The ideal candidate will be responsible for research, search execution, and supporting Consultants with marketing and candidate management.

Experience providing tax advice within the Wealth and Asset Management sector. Wealth and Asset Management sector. Advise clients on a wide range of tax matters, including fund tax, international tax, UK corporation tax, income tax, capital gains tax, and other issues relevant to the Wealth and Asse

This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in London and working with the Duncan & Toplis team to grow the existing client base. Carrying out other general duties, as requested from time to

A leading Wealth Management firm in the UK is looking for an experienced Paraplanner to join their team.

Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations. Drive a client‑centric c

A Wealth Management Consultancy is seeking experienced professionals to work on client engagements within the Wealth Management industry. The ideal candidate has at least 5 years of experience in Wealth Management, a passion for the industry, and strong skills in relationship building and problem-so

Our Asset & Wealth Management (AWM) team is one of the fastest growing areas of PwC's Financial Services tax advisory practice. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requireme

Strong experience in wealth management and client relationship management is essential. A leading financial service provider based in London is seeking a highly organized Client Services / Wealth Management Administrator.

At least 5 years of proven consulting experience at a recognized consulting firm and/or through an ‘in‑house’ consulting / project management role at an asset or wealth management organization. Maintaining a broad understanding of the challenges facing the Asset & Wealth Management Industry an

Goldman Sachs Asset Management’s Multi-Sector Fixed Income team is a leading provider of separately managed accounts (SMAs), mutual funds, and ETFs - managing over $200 billion in global assets. As a Vice President on our Client Portfolio Manager (CPM) team, you will be a key driver of client enga

A leading financial services firm in Greater London is seeking a Global Change Manager for its Asset & Wealth Management Division. This role requires a strategic thinker with at least 2 years of experience in change management.

A prestigious financial services firm seeks penultimate year university students for its Summer Internship Programme.Interns will gain hands-on experience in technology and data, contributing to real projects in a live business environment.Key responsibilities include supporting data analysis and au

Develop and implement comprehensive cutting-edge change management strategies to transform the client experience, as well as that of the Advisor and all other operational support teams, ensuring alignment with the International Private Bank's strategic goals. Lead the ideation and implementation of

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Develop and im

As a Recruiter forAsset & Wealth Management (AWM) you are responsible for the end to end recruitment efforts across our Europe, the Middle East, and Africa (EMEA) AWM business. In this role you will focus on supporting all aspects of Talent Acquisition and Talent Management for EMEA AWM, including c

The Head of Finance Strategy (Wealth Planning Business) is a newly created Senior role within the Finance function of the Wealth Planning & Wealth Management business, the position will be responsible for overseeing the delivery of Financial direction and reporting to the growing Wealth Planning div

Trainee Wealth Management Opportunity - Mauritius. Investment Management, Investment Advice, and Investment Banking.

Our Asset & Wealth Management (AWM) team is one of the fastest growing areas of PwC's Financial Services tax advisory practice. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requireme

We are seeking a PMI / Operating Model Integration Lead with deep Wealth & Asset Management experience to support complex post-merger integration (PMI) programmes across Asset Management (AM), Wealth Management (WM), and Private Banking (PB) environments. Lead post-merger integration programmes acro