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Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑gro...

Job Description At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their persp...

This role can be based in our London, Tunbridge Wells or Manchester offices.

As Practice Manager, you’ll work closely with the business owner to implement the firm’s vision, manage operations, and oversee the growth of the newly established directly authorised entity. Practice Manager - Wealth Management Firm. This is a business that combines the professionalism of a thr

The successful candidate will lead a team of compliance professionals, fostering a culture of compliance and continuous improvement. Our client is a growing Wealth Management firm who are looking for a Head of Compliance (SMF16) to join their compliance team. Conduct compliance training sessions ...

REMOTE BASED BUT YOU MUST BE ABLE TO BE IN THEIR YORKSHIRE BASED OFFICE ONCE PER MONTH (FULLY EXPENSED).Our client is a growing wealth management firm who are looking for a Independent Financial Adviser to join the team.You will dispense independent whole of market financial advice to clients pre...

Our client, a growing wealth management firm, are looking for a Compliance Officer to join their growing Compliance team.You will assist in overseeing and coordinating the onboarding of acquired firms into the company from a regulatory point of view.Oversight of compliance workstreams to ensure a...

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We’re proud to deliver services to the higher education, social housing, and charity sectors. Join us to develop...

Head of Compliance SMF16 – Wealth Management Firm Are you a seasoned compliance professional with a passion for the Wealth Management sector? If so, MERJE are supporting a rapidly expanding wealth management firm dedicated to delivering tailored investment solutions to their valued clients. Due t...

Overview : Our client is a growing Wealth Management firm who are looking for a Head of Compliance (SMF16) to join the business. This role is vital for overseeing their compliance framework and ensuring that the firm meets all regulatory requirements set by the FCA. The successful candidate will ...

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential!. An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before. Revenue P...

Practice Manager - Wealth Management Firm Location: Liverpool I’m working exclusively with a highly respected wealth management firm that is undergoing an exciting period of growth and transformation. My client, a well-established and ambitious advisor, is embarking on their next stage of growth ...

Financial Advisers – Take Control of Your Future with a Leading IFA Firm Are you ready to embrace self-employment but worried about the challenges of going it alone? Join our growing IFA firm, managing £2.5 billion AUM, and receive unparalleled support as you transition into building your own suc...

Technical Paraplanner - Top National Financial Planners - Liverpool & Flexible Working, 2 to 3 days per week up to £55,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced, Technical Paraplanner. The role w...

Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be suppor...

Your new firm A leading independent firm based in Liverpool are seeking an experienced Audit Senior or Manager to join their growing team. This firm delivers a wide range of services including audit, accounting, tax, outsourcing, corporate finance, restructuring, and wealth management to a range ...

Our client provides wealth management and financial planning to a wide variety of clients and due on on-going success have an exciting new opportunity for a Client Relationship Manager. The Client Relationship Manager, reporting to the Regional Client Delivery Manager, will collaborate as part of...

Due to succession planning, an exceptional opportunity has arisen within a highly reputable firm of IFAs / Wealth Management Advisers. In addition to being responsible for heading up an existing team, managing and supporting staff to develop and maximise their potential, you will also be 'hands o...

AMS is the world's leading provider of Talent Acquisition and Management Services. Our contingent Workforce Solutions (CWS) service partner with M&G to support contingent recruitment processes. On behalf of M&G, AMS are looking for a Funds Launch Project Manager for a 6-month contract, based hybr...

Job Title: Risk Assessor Department: Investment Risk Location: Liverpool Contract Type: 12-Month FTC Hours: 9am - 5pm Salary: £27,000 The Role Join our Investment Risk team as a Risk Assessor where you'll collaborate with Investment Management Teams to ensure high-quality Client Summaries. You'll...

Head of Compliance SMF16 – Wealth Management Firm Are you a seasoned compliance professional with a passion for the Wealth Management sector? If so, MERJE are supporting a rapidly expanding wealth management firm dedicated to delivering tailored investment solutions to their valued clients. Due t...

I’m working exclusively with a highly respected wealth management firm that is undergoing an exciting period of growth and transformation. This is a business that combines the professionalism of a thriving wealth management practice with the warmth of a close-knit team and the ambition of incr

This is a business that combines the professionalism of a thriving wealth management practice with the warmth of a close-knit team and the ambition of incredible growth. Practice Manager - Wealth Management Firm. I’m working exclusively with a highly respected wealth management firm that is under...

This is a vibrant and fast-paced role where your main responsibilities will include control and preparation of legal documentation, audiotyping, accurately managing diaries and case management systems and managing and responding to a high volume of emails. You will have experience of maintaining ...