Wealth management jobs in Woodford GreenCreate job alerts

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

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...

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 Fixed Income Analyst will produce monthly performance reports for the team and will maintain research screens. The Fixed Income Analyst is to keep good relationships with key internal stakeholders responsible for client portfolios, and to make certain that the approved Credit & Bonds list and...

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. ...

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 ...

A fast growing financial services business operating in the asset management, funds and wealth management space is looking to recruit a financial services lawyer with a focus on regulatory matters. This is an excellent opportunity for a financial services lawyer with a funds, private banking, wea...

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) ...

A well-developed understanding of the FCA regulations applicable to Investment Management and Advisory (Financial Planning / Wealth Planning) businesses. An understanding of the FCA rules in relation to ESG, Principles for Responsible Investment, TCFD, Stewardship Code and SRD II. Experience of p...

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 compliance Monitoring team. You should have gained at least 2 years compliance monitoring experience with a Wealth M...

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.

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 ...

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 ...

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

- 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 ...

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 ...

The Candidate An established and widely known Wealth Management firm servicing Investment Management needs to High New Worth Clients. The Role The successful Governance Manager / Company Secretary ...

Provide guidance on complex queries and keep management informed of critical issues. * Participate ... About us: Raymond James Investment Services is a wealth management firm focused on providing ...

MERJE is currently working with a highly reputable discretionary wealth management business in their search for a Compliance specialist. Working as part of an established Compliance & Risk team, you ...

A fast growing financial services business operating in the asset management, funds and wealth management space is looking to recruit a financial services lawyer with a focus on regulatory matters

Business Architect - Wealth Management / Investment Management / Consulting £125,000 per annum Plus Bonus and Benefits Our client is a leading integrated wealth management and professional services ...

Figaro Developer | Wealth Management | £750 Inside IR35 | London A leading wealth management client of mine is seeking an experienced Figaro Developer with a strong background in wealth management ...

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 ...

They have a huge name in wealth management, private banking and retail banking and are now looking to recruit an associate into their strategy and execution team. In this role, you will work closely ...