Wealth jobs in Bath - Page 15Crear alertas

Are you exploring a flexible way to create additional income alongside your existing commitments?.Due to continued growth, we are expanding and looking for motivated individuals who want more flexibility than a traditional employed role.This opportunity is suited to people who are comfortable workin

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.

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

This is an exciting opportunity for someone with previous experience of working within a Front Office environment , preferably within Wealth Management / Investment Management ,and who would be looking to take their career to the next level. Front Office / Investment Management / Wealth Management e

This is an exciting opportunity for an experienced trust and private client lawyer to join a leading firm in one of the world’s premier locations for private wealth work. Overseas qualified lawyers (solicitor advocate or barrister) must be admitted in the UK or an equivalent Commonwealth juris

We’re looking for a Wealth or Financial Advisor with experience in Financial Services or Wealth Management who’s ready to make an impact!.

The Team works with clients across the sector including asset & wealth management, banking, and insurance. As an Associate Director in Internal Audit within the Financial Services Risk Consulting team, you will play a key leadership role in delivering high-quality internal audit and risk assuran

Technical Support Team Leader- Competitive Salary- Shaftesbury / Corsham / Canford Cliffs / Sherborne/In Office The Role Do you want a leadership role where your decisions directly improve client experiences and your team thrives under your guidance? Are you ready to take charge of complex cases

Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFATHE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments

We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Job DescriptionJoin our Wealth and Front unit as a Team Lead, where you'll

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team.

Our clients Private Client (Wealth) Planning team is recognised as a top-tier department.

Head of Wealth PropositionAbout the RoleWe have an exciting opportunity for a commercial and innovative individual to join us as our Head of Wealth Proposition in the LV= Wealth team. Key Responsibilities•Create and deliver the Wealth proposition strategy and transformation roadmap, identifying op

A leading alternative asset manager in London is seeking an Investor Services Analyst/Associate to manage fund onboarding and support client services.The ideal candidate will have 1-4 years in the financial industry, strong project management, and excellent communication skills.Responsibilities incl

A leading Trust & Corporate Services provider in Greater London is looking for a Manager/Assistant Manager to enhance their Global Business Development team.This position involves working closely with senior managers to expand the client base through tailored solutions.Candidates should have over 3

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

A leading financial institution is seeking a Wealth Manager in London to guide clients in achieving their financial goals.

A leading law firm in Greater London is seeking a Senior Private Client Associate with 6+ years PQE.The role involves advising HNW and UHNW clients on international tax issues, managing trusts, and providing extensive legal support on cross-border estate planning.Candidates must demonstrate strong a

Join us as a Wealth Planner, where you’ll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested c

A prominent tax advisory firm is seeking an experienced Tax and Trusts Director to join its London office.You will lead projects related to trust structuring and estate planning for high-net-worth individuals.The role involves managing client portfolios and providing strategic advice while mentoring

This role ensures the Private Wealth team stays ahead of legal and market developments, delivering training, managing knowledge resources, and supporting fee earners with complex queries. Solicitor with at least 5 years' PQE in Private Wealth, ideally across a range of work areas.

A leading trade association is seeking a Senior Policy Adviser to lead initiatives on operational policy for the wealth management sector.

Southern Europe by originating and converting new institutional private wealth partnerships aligned with ROYC’s Wealth Solutions framework. Independent wealth managers and MFO dynamics versus bank‑led platforms. Originate and develop senior relationships with private banks, multi‑family office

A leading financial technology company in Greater London is seeking a Solution Consultant to engage with customers and manage solutions.The role involves supporting customer acquisition, leading presentations, and working collaboratively with various teams.Applicants should have a strong background

A reputable law firm in London is seeking a Legal PA to support their Tax & Private Department.The ideal candidate will have at least 2 years of experience in a similar role, particularly in Private Clients or Family Law.Responsibilities include diary management, arranging meetings and travel, and m

A progressive law firm in Southampton is seeking a Private Client, Wealth Protection Partner to lead their offering on the South Coast. The ideal candidate will have a strong network in private wealth management and proven leadership skills.

The ideal candidate will have 8+ years of consulting experience within financial services, particularly in Asset and Wealth Management.

A leading global financial institution in Greater London seeks a Private Bank Legal Group – Wealth Management Product Lawyer to provide legal support for derivatives and structured products.

A leading financial institution is seeking a High-Net-Worth Private Banker in London to manage and grow a portfolio of wealthy clients.

As a Private Bank Legal Group – Wealth Management Product Lawyer - Vice President in Legal department you will have an exciting and varied opportunity to provide specialist derivatives, structured products and cash trading coverage to the J.

Within Programme Leadership, the continued success of our Financial Services practice means that we are looking to grow the team further by recruiting individuals with experience from across Retail and Commercial Banking, Building Societies, Wealth and Asset Management, Capital Markets, Insurance an

A leading financial institution based in the UK is offering a 15-week fellowship program for individuals returning to the workforce after an extended career break.The program aims to provide exposure to various roles within Asset Management, including Client Services, Operations, and Finance.The ide

The Associate Banker is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.Integrates subject matter and industry expertise within a defined area.Requires in-de

A successful Finance Transformation Programme Lead - Wealth Management should have:. Proven experience in managing finance transformation projects within the Financial Services industry with a strong preference to Wealth Management. As a large organisation, they are known for their expertise in the

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the cont

A leading financial services firm in Greater London seeks a Wealth Manager to cultivate client relationships and provide expert financial advice. This position champions innovation and integrity in wealth management.

A leading wealth management firm in the UK is seeking a skilled professional to oversee onboarding practices and ensure regulatory compliance. This role requires over 5 years of experience in the wealth management industry, with a strong understanding of KYC and AML processes.

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. RBC Wealth Management Europe provides compreh

A global professional services firm is seeking a Manager for their Wealth & Asset Management Tax team in London/Manchester.

Senior People Business Partner (Asset & Wealth Management Consulting - UK, MENA, APAC). Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. UK/MENA/APAC,

A financial technology company in Greater London is seeking a Technical Consultant to facilitate the integration of their OPAL solution with banks and wealth managers.

This 15-week fellowship program will start on April 20, 2026, and offers a pathway to permanent employment within the Asset & Wealth Management Operations team.

The role involves working with ultra-high-net-worth and high-net-worth individuals, handling complex wealth transfers and tax advice.

We are looking for someone who thrives in a collaborative environment and is passionate about delivering high‑quality technical support to wealth managers and clients alike. Prepare detailed financial plans, suitability reports, and recommendation documents for Wealth Managers. Liaise with Wealth

Leading the management and delivery of advisory engagements to their wealth management & retail investment clients base you will:. Specifically supported clients across the wealth management or retail investment space. Great opportunity to join a growing regulatory consulting business where you have

A leading financial services firm is seeking an experienced Senior Paraplanner to join their remote-first team.The successful candidate will be responsible for researching and providing recommendations across various financial areas, including pensions and tax planning.This role requires strong repo