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Executive Assistant We are working on an exciting opportunity to join a property focused wealth management company based in Richmond. The firm is family run, offering bespoke asset management support to high-net-worth properties. The small team are based out of lovely offices and have developed a...

You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll join our  Financial Services Advisor

The Compliance Risk & Control Officer to coordinate and provide Suitability related training for the Wealth Management company. The Compliance Risk & Control Officer will sit within the Risk & Control Team and will help ensure that positive client outcomes are being achieved, and that investment ...

Given the success of Enver Wealth Management, they are now looking to grow their team with a new trainee adviser. Enver Wealth Management will provide both an employed or self-employed position for the right candidates. Enver Wealth Management are looking for individuals with:.

The successful Governance Manager / Company Secretary will support and advise the Wealth Management firms boards and investment committees, confidently minuting meetings and assisting with pack preparation as well as overseeing the Wealth Management firm’s Governance arrangements across the group...

We are looking for candidates with at least five years’ experience within wealth management/financial services and with a possibility of bringing a portable client base of offshore clients. The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affil...

This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build relationships. The Financial Planner will confidently analyse clients’ financial status and help develop ...

An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. Work as a productive part of your team, managing objectives and ensuring the best levels of client management are maintained. Wealth Management, IFA, Investment provider or simila...

The Fixed Income Analyst will be responsible for researching, selecting, and monitoring any new Corporate Credit ideas as well as presenting analysis to the Fixed Income committee - predominantly Investment Grade. The Fixed Income Analyst will produce appropriate research notes to best support th...

Management of two direct reports.Overseeing and managing the dealing activities of the firm to ensure dealing activities are timely, accurate and compliant.Strong knowledge of investment products OEICs/Unit Trusts, ETFs, FX, investment trusts, listed equities, bonds and structured products.Overse...

This is an excellent opportunity for a financial services lawyer with a funds, private banking, wealth management or custody background to join a company on a significant growth trajectory. There is also the chance to help shape the legal function in a high growth environment. A fast growing fina...

Carry out desk based and thematic reviews of the firm's Wealth Management Division, as part of second line of defense and in line with the firm’s risk-based compliance monitoring programme. Demonstrable experience in a Compliance Monitoring role preferably gained in a Wealth or Asset Manager.

Min 2-3 years as a Business Analyst / Consultant within Wealth, Asset or Investment Management, Insurance or Banking. Industry recognised business, finance, IT or project management qualifications such as PMP, PRINCE 2, Agile, BPR, CIMA or CFA. Operations / Business Design / Strategy Consultant. ...

A well-developed understanding of the FCA regulations applicable to Investment Management and Advisory (Financial Planning / Wealth Planning) businesses. Experience of portfolio management systems such as Objectway, BITA Risk and ESG monitoring such as Sustainalytics, Ethical Screening and Clarit...

Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.Knowledge of investment products ISAs, GIA’s & wrapped products.Ensuring client accounts are invested according to the agreed model portfolio(s) ...

Senior Compliance Monitoring Associate – Two Years Retail FS or Wealth Management Monitoring Experience Required. Our client, a boutique wealth manager and part of a larger global banking Group, is looking to recruit a Senior Compliance Monitoring Associate to join their collegiate and dynamic co...

Enver Wealth Management are one of SJP's most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James's Place Adviser Academy and since then, has ...

Job Title: Associate Partner Location: London Minimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience Earnings : Self-employed ...

This role requires an experienced wealth management professional who brings a network of UHNWIs and a strong track record of advising affluent families on wealth and investments. The ideal candidate ...

- Our client, a European bank with a strong wealth management arm, is looking for a Corporate/Investment Banker to transition into wealth management and cover clients from The Balkans out of their ...

Wealth Management * Business Development * Sales * Investment Banking

Our client, a well-established leader in wealth management with nearly two centuries of experience, is looking for a dedicated Financial Adviser to join their London team. This role provides the ...

An international wealth management firm undergoing considerable growth within the UK market. Role * Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients in ...

We're owned by Quilter, a leading provider of wealth management in the UK and internationally The Role: * Your goal will be to ensure clients make wise and profitable decisions to meet their ...