Wealth management jobs in Chalfont Saint PeterCreate job alerts

Knights has always done things differently; in 2012, we were the first organisation of our type in the UK legal sector to attract private equity investment, enabling us to move from the traditional partnership model to a corporate structure, creating a clear separation between management / ownership and fee earners. We listed in 2018, building a reputation for being a premium law firm, with regional expertise combined with national capability. With over 1500 colleagues across 32 locations and our strong organic growth, combined with a number of high-quality recent acquisitions (including Beaconsfield) means we are now a more diversified business with strengthened positions in our key target markets. We have the team and financial resources in place to deliver our organic and acquisitive growth strategy as we scale up to be the leading legal and professional services business outside London. Our business model and culture remain a clear differentiator from many legal services businesses enabling us to recruit individuals who wish to work in a modern professional services business. Our strong position in our markets, increased scale, national reputation, differentiated model and unique culture is enabling us to attract and retain high quality talent. We are now looking to recruit a key role within our growing Private Wealth team for someone looking to take their career to the next level. This role will work closely with one of the partners in the team but will require someone to be confident and experienced enough to handle work autonomously as much as possible at the same time. Main responsibilities: Work will involve the following but not limited to; • Handling a diverse caseload of private client matters including wills, probate, trusts, estate planning, and lasting powers of attorney., • Providing expert legal advice to a wide range of clients, maintaining the highest standards of client care., • Managing and developing client relationships to foster long-term partnerships., • Working collaboratively with colleagues across various departments to ensure comprehensive service delivery., • Contributing to the firm’s business development initiatives and representing the firm in the local community. Experience required: • Qualified Solicitor with experience in Private Client matters., • Proven experience in handling a broad range of private client matters., • Strong technical expertise and excellent client management skills., • Ability to work independently as well as part of a team., • Exceptional communication skills, both written and verbal., • A proactive approach to business development and networking. We offer a unique environment; you will be part of a one team culture that promotes direct responsibility with an expectation to always deliver the best service possible for clients within a collegiate, team-based environment. Most excitingly of all, you have the opportunity to help change the way we all think about and deliver the future of legal and professional services in a friendly, caring business, with little (if any) hierarchy. Our culture of positivity and transparency, provides a great platform for the right people to take their careers to the next level.

Working towards CISI Chartered Wealth Manager Qualification (or equivalent). Role Overview We are seeking a highly motivated Assistant Portfolio Manager to join our clients Portfolio Management team. The ideal candidate will have 2+ years of experience in a similar role, L4 UK Regulations qualified

We are looking to recruit a Client Service Officer to provide administrative support to a Portfolio Management team within a Private Wealth Management organisation, As a key member of the team, it will be important to communicate well within the team and take the initiative when required.

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Malta &

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Malta &

Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees. Chattertons Solicitors & Wealth Management.

What They Need From YouProven WAM consulting background – youve worked in this space and understand it deeplyExperience delivering large, multi-disciplinary technology programmes in WAMHa

Experience in Wealth & Asset Management, Banking, or Financial Services is a plus. ServiceNow is seeking an Advisory Presales Solution Consultant to provide technical sales partnership and guidance to customers in the Wealth & Asset Management sector. Territory management skills, including pipeline

Are you ready to take the next step in your audit career? This is an exciting opportunity to join a progressive professional services firm within their Financial Services team, specialising in asset and wealth management. Deliver high-quality audits for asset and wealth management clients. Ideally,

One of Quilter's partner firms located just outside of Derby, close to junction 25 of the M1, is recruiting an experienced Financial Adviser on an employed basis to launch and develop their new Wealth Management division. Train and mentor internal and future wealth advisers. Contribute to adviser re

Lead technical support on in-house built trading systems and vendor applications within the asset or wealth management industry. Application Support experience across in-house trading systems and vendor applications within the asset or wealth management industry. Strong incident management practices

The Data Analyst will be part of the new Chief Commercial Office of a boutique wealth management company and will support organic growth initiatives. The role involves delivering analysis to provide insight for decision making and strategy setting across the Wealth Management business, in collaborat

Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. Delivering accurate management information as requested.

A large Wealth & Asset Management business is looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Strong knowledge of FCA Suitability requirements within a wealth management business. Investment Management and Banking.

Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.

Build knowledge on industry developments, provider landscape and regulatory changes, to become the go-to person for all things Wealth Management related. Be knowledgeable of competitors in the Wealth Management sector. Strong working experience as a Product Owner for a Wealth Management product.

Eaton Syalon are recruiting for an established and high-growth financial services group that is preparing to launch a new wealth management division and is seeking a Head of Wealth Management to lead its development from the ground up. Financial Services Wealth Management Advisory Leadership. Define

Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience. The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/

To provide wealth management services to clients, with the support of a team of specialist tax, pension and investment management professionals within Handelsbanken Wealth Management. Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible f

The Senior Client Services Executive will take responsibility for assisting the firm’s investment management team, in various aspects of the wealth management client service, including client on-boarding, production of investment reports, private client meeting preparations and managing client dat

A large Wealth & Asset Management business is looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Strong knowledge of FCA Suitability requirements within a wealth management business. Good monitoring & assurance skills in compliance or risk management.

Vinco Wealth Management Ltd is an FCA regulated investment management and advisory firm creating a tailored service for affluent and high net worth retail and institutional clients. Vinco Wealth Management is an equal opportunities employer and welcomes applications from all qualified candidates. Ar

Referrals increase your chances of interviewing at Chattertons Solicitors & Wealth Management by 2x. Chattertons Solicitors & Wealth Management. Chattertons Solicitors & Wealth Management.

Independently identify new opportunities to utilise data to support the team’s initiatives, forming and presenting analysis to senior stakeholders in the Wealth Management business. Our client is a boutique wealth management company, highly recognised with a fantastic reputation. The Data Analyst

A leading UK wealth management and IFA business is executing a transformation of its retail wealth and advice division. Chief Commercial Officer - Advice (UK Wealth Manager / IFA). Strong track record of leading advice transformation within UK wealth managers or IFA networks.

Senior Manager – Wealth & Asset Management. Their Wealth & Asset Management practice isn't just growing, it's accelerating. To hear more about the Wealth & Asset Management Senior Manager opportunity, get in touch with Connor Smyth at Anson McCade on 020 7780 6706.

We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management. A collaborative mindset and genuine interest

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

The Fees Analyst must have a good understanding of how a Wealth Management business operates, with experience working with wealth/financial advisers and compensation structures. An established Investment Management / Wealth Management business with global reach, running multi asset funds and discret

Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience. An established and widely known Wealth Management firm. The SIPP & Funds Product Analyst will draft and maintain policies, procedures, and workflows related to fund creation and ongoing

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

And this isn’t just any job.Care Team Leader – Full-Time (Amersham).At Lifeways, we’re proud to offer a workplace where you can feel valued, be supported, and have impact—every single day.Are you a dedicated Senior Support Worker ready to take the next step in y

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

As a Bank Housekeeping Assistant at a Barchester care home, you'll help to create a warm and homely environment that enables us to meet each resident's unique needs.Keeping the home clean and safe is no small task, which is why the role of a Bank Housekeeping Assistant is so important.The variety of

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedi

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedi

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

Pay: Pay Up to £34,779 (depending on experience and qualifications).At Cambian Group, you’re not just working - you’re shaping futures, furthermore as a Senior Support Worker based within West Midlands every moment you spend with our young people (ages 8–18) helps them fee

We are looking for a female.As a support worker you will encourage and enable the people we support to lead a full and happy life.We work with them to ensure they have more choice and control in their lives.We find out their strengths, abilities and preferences so that the care provided can be

The Team Leader – Marine Superintendent reports to the Executive Manager- Ferries, Airports and Ports Infrastructure and is a member of the service management team.

Make extra money in a way that suits you — anytime, any day.Take charge of your earnings by becoming a self-employed delivery rider with Just Eat.Flexible hours – choose your own schedule and work when it suits you.Weekly pay – get paid, every week.No experience needed – just bring your moti

Team Leader (Barista Maestro) - Taplow - 30 hours per week - Permanent.At Costa Coffee, we are what we craft.It's about blending beans with dedication, serving up memorable moments, and proudly making greatness every day.And as a Team Leader, you can too.We're a global coffee brand with bold plans a