Wealth management jobs in MordenCreate job alerts

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment man

I am recruiting a Financial Planning Administrator / IFA Administrator / Financial Planning Assistant to join the team at MLP Wealth Management,. Financial Planning Administrator. This role provides exceptional career opportunities we are very happy to recruit a career Administrator who enjoys work

Private Client Solicitor – 5+ PQE Putney (with hybrid working) Are you a driven and technically excellent Private Client solicitor seeking your next challenge? One of London’s well‑established full‑service firms is expanding their Private Client team and looking for someone exactly like you — someone who can combine strong legal expertise with commercial appetite, relationship building, and leadership potential. What the Role Offers You • A senior, high‑impact position: You’ll manage your own caseload covering the full spectrum of private client work — wills, trusts, mental capacity, estate and inheritance tax, estate administration, cross‑border matters, business succession, and more., • Professional autonomy + ownership: You’ll take responsibility for your clients, financials (time recording, billing), supervise junior fee‑earners, and contribute meaningfully to business development., • Career growth into leadership: There is a clear path towards management and partnership. The firm fosters development with strong technical training and supportive line management., • Flexible working: Based in Putney. You’ll also attend central London and other regional offices as needed. Hybrid working policy allows up to ~40% of your working time from home each month., • Prestigious, international work: Known for cross‑border legal work, including dual‑qualified French/English and Italian/English offerings, handling technical, high‑value, and complex client matters. Who We’re Looking For • A solicitor with ~5+ years’ PQE, excellent academic credentials., • Broad Private Client experience, ideally including trusts, taxation, mental capacity, cross‑border work., • STEP / ATT / CTA or similar qualifications (or working towards them) are very desirable., • Strong commercial sense: you should be punctual with billing, able to manage fees and WIP, and motivated by contributing to the growth of the team., • Excellent interpersonal and client‑management skills, able to build and maintain relationships with clients, referrers (e.g. accountants, wealth managers), colleagues across departments, and external professionals. Why Join This Firm • A well‑established, highly regarded full‑service law firm with an extensive Private Client team and several partners in this area., • Strong reputation in professional directories; known for high standards of technical work and a client‑focused approach., • Unique cross‑border strengths: existing dual qualification teams (French/English, Italian/English), handling overseas legal matters as well., • Friendly, inclusive working environment, with excellent support and professional development for senior legal talent. Key Responsibilities • Managing your own complex caseload, drafting wills, giving inheritance, tax, trusts advice., • Supervising junior fee earners (trainees, paralegals) and contributing to internal mentoring., • Business development: writing articles, networking, cultivating referrer relationships., • Maintaining excellent financial performance on your files: billing, managing WIP, meeting targets., • Continuous professional development & maintaining up‑to‑date qualification status. What We’d Like You to Send Us • Your current location, • What attracts you to this opportunity / firm, • Why you are considering leaving your current role, • Your current salary and full compensation package, • Detail of your technical skills & expertise, especially in trusts, taxation, cross‑border work, mental capacity etc.

We are looking for a confident veterinary surgeon who is thirsty for a positive challenge, to step into a sole charge GP senior position in our practice in Croydon, South London. About your new role! Between Croydon and nearby New Addington, are experienced support teams including RVN’s, students and front of house, that play an integral part in day-to-day branch life, including successfully maintaining high team moral. You will have full clinical support from Stone Lion Hospital in Wimbledon, for any complex referrals you may need to make, and OOH care for your patients. You would be fully supported by your dedicated regional manager, and regional head vet who has a wealth of knowledge to pass on and can support you in your clinical management needs. This is a sole charge GP first opinion position, and you will be comfortable with routine GP consultations and surgery, but ample support is provided by management in the region. You will also be responsible for the support and guidance of an additional vet who will work between Croydon, New Addington and Caterham. Being south of the river, you are ideally located near idyllic Kingston Upon Thames, and then for a night out in London within easy reach of Brixton. Now let’s get to the nitty gritty, here is what we offer you: Our senior salary band is £64,000 to £85,000 (FTE) depending on experience and allowing room for growth within the role, as we would welcome the opportunity to provide CPD for further clinical or management development. This role can accommodate a Tuesday to Friday rota, and includes a branch Saturday rotation and a 1:10 Sunday rotation in the Stone Lion Hospital plus 1 bank holiday per year. There are no on-call requirements for this position. Accommodation is available at nearby New Addington if required. A little snippet of the benefits you will receive as a Goddard vet: • 6.6 weeks annual leave including bank holidays, • Generous relocation assistance (where applicable), • Up to £2,000 CPD budget every year plus up to 5 days' paid CPD leave, • Private Medical Healthcare Insurance with Bupa If you can see yourself in either role press apply now, and within 60 seconds your application will be with our recruitment manager Rose. Alternatively, please feel free to email Rose directly at for any other queries or to simply arrange a call and have a chat about other opportunities!

Financial Administrator – Wealth Management. As a Financial Administrator, you’ll play a key role in supporting advisers and clients, ensuring the smooth running of daily operations. You’ll be responsible for client onboarding, investment administration, compliance, and general operational sup

Cheam, Surrey (office-based with some flexibility).A forward-thinking wealth management firm is seeking an experienced.This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise.This is an ex

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.Our client provides a truly holistic service across financial planning, wealth management, investment mana

IFA Administrator – Wealth Management (Cheam),. This position goes beyond standard administration — blending traditional IFA support duties with the exciting opportunity to use.

Forward‑thinking wealth management firm seeks an experienced IFA Administrator combining traditional financial services administration with AI integration. IFA Administrator – Wealth Management. At least 2–3 years’ experience in financial services, ideally within an IFA or wealth management

Forvis Mazars Financial Planning is one of the country’s leading financial planning and wealth management businesses, ranking consistently in the top of the Financial Times leaderboard. Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financ

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 cul

Lead capital raising efforts targeting family offices and private wealth channels across Europe and other key regions.

This role is based permanently outside the UK and commences in January with 2-months training either in Malta or Mauritius, within our fully funded trainee academy, before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advi

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. Effective in gaining an in

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 &

This role is based outside the UK and commences in January 2026 for for a training period before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious indivi

We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. London | Wealth Management | Competitive Package. Associate – Wealth Planning.

This role is based outside the UK and commences in January 2026 for for a training period before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious indivi

Senior Manager – Wealth & Asset Management. Their Wealth & Asset Management practice isn't just growing, it's accelerating.

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 &

We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. London | Wealth Management | Competitive Package. Associate – Wealth Planning.

Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance.On an annual basis, Zenith Bank PLC amasses a string of notable

The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients. You will establis

An established Investment Management / Wealth Management business with global reach, running multi asset funds and discretionary portfolios. This is a great opportunity for an experienced Fees Analyst to play a key role within the Wealth Management business to ensure Wealth & Financial Advisers

CFA-qualified Wealth Management Associate. Work closely with Wealth Managers on client relationship management.

An established and widely known Wealth Management firm. 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/Fund Launching and supporting activities with pension and

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.

An established and widely known Wealth Management firm. 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/Fund Launching and supporting activities with pension and

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

Client File Review / Client Due Diligence role within a Wealth Management or Investment Management company. An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The Client File Reviewer/Client Due Diligence Analyst is to undertake a

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. Senior Manager – Wealth & Asset Management.

Client File Review / Client Due Diligence role within a Wealth Management or Investment Management company. An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The Client File Reviewer/Client Due Diligence Analyst is to undertake a

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

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The Client File Reviewer/Client Due Diligence Analyst is to undertake a Client Due Diligence completeness check/data gap analysis checking that Client Due Diligence is appropriate

Lead capital raising efforts targeting family offices and private wealth channels across Europe and other key regions.

Client File Review / Client Due Diligence role within a Wealth Management or Investment Management company. An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The Client File Reviewer/Client Due Diligence Analyst is to undertake a

This role is based permanently outside the UK and commences in January with 2-months training either in Malta or Mauritius, within our fully funded trainee academy, before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advi

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. The Senior Relationship Ma

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 &

Performativ - Wealth Management Software. Join a Team of Fintech heroes! Performativ is making waves in the wealth management ecosystem and is changing how investment advisors and financial institutions do business around the world.

This role is based outside the UK and commences in January 2026 for for a training period before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious indivi

As a Wealth Management Associate, you’ll rotate through key departments, gaining hands‑on experience across administration, paraplanning, client services, compliance, and more. Your role as a Wealth Management Associate. You’ll receive structured training across all areas of wealth management,

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 &

The Wealth Management Associate will be pivotal to the continuing success of the London office particularly in relation to cross-border initiatives and transactions for wealthy individuals, family offices, trustees and financial institutions. The Wealth Management Associate will be pivotal to the co

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 &

Experience providing tax advice within the 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 Asset Management sector. Strong tax tech

Asset & Wealth Management, AM Public, XIG Imprint, Business Development Lead, Vice President, London. Asset & Wealth Management, AM Public, XIG Imprint, Business Development Lead, Vice President, London. Asset & Wealth Management, XIG Vintage, Vice President, London.

Client Experience Transformation Lead- Wealth Management (m/f/d). The Client Experience Change Lead will be responsible for orchestrating and improving the end-to-end client experience as part of a major transformation programme within a leading wealth management business. Extensive experience withi