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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. AMS Europe Team Lead Wealth & Front - Edinburgh Company DescriptionFounded

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?.

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

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?.

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

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.

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

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. The Head of Proposition is a pivotal, leadership role at the heart of LV’s Wealth strategy. Key Responsibilities��

Ideally, you have been working for an IFA or in a Wealth Management environment for a number of years, and you have good demonstrable financial services knowledge and experience. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of I

A leading credit reference agency is seeking a Wealth, Life & Pensions Account Director to consult with life insurers and pension providers on critical challenges.

Candidates should have over 3 years of experience in private banking or wealth management and possess strong analytical and communication skills.

An investment management firm in Harrogate seeks a Financial Planning Support professional for a 9-month maternity cover role.You will serve as the point of contact for clients, manage investments, and maintain the back-office system.The ideal candidate has 1-3+ years of relevant experience and fami

Having recently taken over a media firm, they have inherited some interesting and glamorous names in the media and music business, all of whom have considerable wealth management needs. Work is both domestic and international and will include considerable interesting trusts, tax and general wealth m

A respected wealth management firm in Belfast is looking for an organized Administrator to enhance client experiences.

A financial opportunity provider in the United Kingdom is seeking motivated individuals for a self-employed partnership role.This position allows you to build and maintain customer relationships while working independently.Key attributes include good communication skills and a desire for personal de

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?.

Wealth Dynamix helps reduce client management burdens for wealth management and private banking firms with innovative technology. Curiosity & learning: naturally curious with a strong desire to ask questions and deepen your understanding of Wealth Dynamix solutions. If you are passionate about digit

What You'll Bring:**We’re looking for a Wealth, Life & Pensions Account Director to join our growing team. You will consult with leading life insurers, pension providers, business process outsourcers, platforms, and wealth managers on their most critical challenges—from regulatory compliance and

A well-established compliance consultancy firm in the United Kingdom is seeking a Compliance Consultant to provide high-quality compliance advice to Independent Financial Advisers (IFAs) and wealth management firms.

A leading financial services firm in the UK seeks an experienced Financial Planner to join their expanding team.In this varied role, you will onboard clients and provide personalized financial advice to help them achieve their long-term goals.Ideal candidates possess regulatory experience, strong in

A leading independent financial planning firm in the UK is seeking a Head of Advice Guidance to innovate and shape the delivery of advice in their organization.The successful candidate will manage a specialist team, ensure compliance with FCA regulations, and engage stakeholders effectively.Candidat

We are looking for a Regional Account Manager to support with growth of the business within our Wealth Management function, as a market leading International Investment Bond and Tax and Estate Planning provider to the UK Wealth Advisory market. To write good quality business in the Canada life wealt

Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management businesses. With more than 900 colleagues and 200 Wealth Planners nationwide, we are committed to delivering outstanding client outcomes through high‑quality, ethical and f

Fantastic new role for an experienced Trust Manager to join a growing team where you will have a genuinely varied workload, and the opportunity to develop your career in a dynamic, supportive environment!.The successful candidate will manage the formation and ongoing administration of a portfolio of

A recruitment firm is seeking a Remote Paraplanner to join their team on a full-time basis.In this remote role, you'll support consultants by providing high-quality financial advice across various client needs.Candidates should hold relevant qualifications and have strong technical knowledge of fina

Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. We are a global leader in end‑to‑end CLM; Wealth Dynamix has offices and clients in three continents with headquarters in the UK. If you are passionate

A leading global insurance and risk management firm is seeking Client Management Apprentices in the UK to support client service activities in Birmingham, Farnborough, St Albans, and Leeds/Manchester.Successful candidates will engage in project management, assist with pension scheme operations, and

A leading financial services firm seeks a Senior Trust Manager/Associate Director to manage a diverse portfolio of complex private wealth clients.

We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial plannin

A prominent wealth management firm in Newton-le-Willows seeks a Financial Services Administrator to support client relationships and administration.

We have a fantastic opportunity for an Administrator / Senior Administrator to join a reputable Wealth Management firm!. Working within a small team, you will provide administrative support to one or more wealth advisors with day to day administration duties ensuring that an excellent level of clien

Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small gro

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

Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small gro

Helping Professionals Build A Recurring Income Stream In Order To Create Time Freedom & Leave A Financial Legacy For Loved Ones.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 indivi

The role involves providing tailored banking and wealth management solutions while ensuring compliance with regulatory standards.

James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

A leading financial planning firm in the UK is seeking a Mortgage and Protection Adviser to provide high-quality advice across various client needs.This role involves managing cases end-to-end and improving internal processes, ensuring a smooth client journey.The ideal candidate will have relevant q

A global consulting firm in Belfast is seeking a motivated individual to join their tax advisory team.The role involves managing a diverse portfolio of high net-worth clients and providing personal tax advice.Candidates should have personal advisory tax experience and proven communication skills.The

We have over 800 employees and 200 Wealth Advisors providing wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant r

Experience in delivering programmes within the Wealth Management sector, and preferred to have experience in at least one of the following types of programmes: (1) Technology-Led Transformation (2) Digital and/or Cloud transformation (3) Implementation of digital user experience with AWS, GCP, Azure

A leading financial planning firm in the UK is seeking an experienced Paraplanner for a hybrid role that combines home and office working.This is a 12-month fixed-term contract with potential for permanence.The successful candidate will provide vital support to Financial Planners, prepare compliant

Wealth Solutions: Client Management.

A well-established corporate law firm in Belfast is seeking a Private Client Solicitor with 2–4 years’ PQE to join its growing team.The role involves advising clients on private client matters, including wills and trusts, and building strong client relationships.The ideal candidate will have sol

Senior Client Accountant, Private Wealth.

Experience advising (U)HNW clients on complex trust, private client and wealth management matters. This leading offshore law firm is looking for an accomplished Trust and Private Client lawyer to join its growing Private Wealth team in the Cayman Islands. You will be advising an international client

Hoxton Wealth is seeking a UK Marketing Manager to lead the clear and disciplined execution of our marketing activity in the UK market. The UK is a core market for Hoxton Wealth.

Experience managing a team of wealth / financial advisors -.