Wealth jobs in BicesterCreate job alerts

Due to succession planning, they are looking to expand the private wealth team with an experienced solicitor based in their Hampshire office. You will be a qualified Solicitor or Legal Executive with prior experience in the area of Private Wealth.

Head of Credit – Aviva Insurance, Wealth and Retirement. As Head of Credit for Aviva’s Insurance, Wealth and Retirement (IWR) business, you’ll lead our credit risk strategy across both new investments and our existing portfolio.

You will be advising an international client base of UHNW individuals, family offices and other associated financial institutions, on all aspects of non-contentious and semi-contentious trust, wealth management and private client work. It is complex, technically challenging and high-value work fo...

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

Strategic Vision Wealth Management is recruiting for a.

You’ll be working for a growing Financial Services group operating across wealth planning, insurance, workplace pensions and international payments that combines personal, human advice with the use of innovative technology. You’ll have gained strong Compliance experience in a wealth management e

We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handelsbanken Wealth Associate Client Directors (ACDs) within the Private Office team, as well as providing excellent delivery of services to regulated advisers and their clients. Handelsbanken Weal...

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

Marketing Manager - MPS - New IFA - Wealth Management. Strong knowledge of investment markets, economic trends in the private wealth and IFA investment sector.

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners. A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. T...

This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group.Here's a bit mor...

Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management. The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whils...

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handelsbanken Wealth Associate Client Directors (ACDs) within the Private Office team, as well as providing excellent delivery of services to regulated advisers and their clients. Handelsbanken Weal...

Marketing Manager - MPS - New IFA - Wealth Management. Strong knowledge of investment markets, economic trends in the private wealth and IFA investment sector.

Part-Time Compliance Manager (3 days per week) Wealth Management Location: Predominantly Remote but with 2 days per month in the London office Salary: To £85k benefits (FTE) Looking for a flexible working opportunity that does not mean putting your career on hold? Or simply looking for a stepping...

Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the w...

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated f

Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.

What you’ll be doing day-to-day: Extensive diary and in box management, frequently handling schedule conflicts and forward planning to anticipate ever-changing agendas! Extensive meeting organisation, coordinating conference calls as well as client hospitality Global travel arrangements, preparin...

Understanding of Wealth Planning products. The Quality Assurance Analyst will coordinate and provide Suitability related training for the Wealth Management company. Investment management / Wealth Management / Financial Planning business background.

The Firm A highly regarded London-based law firm with a top-tier Private Wealth practice is seeking a talented Private Client Solicitor to join its team. The role involves advising UK and international clients on a wide range of private wealth matters, including tax, trusts, estate planning, and ...

The Role The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners. The Client A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputatio...

Private Equity - Director of Private Wealth & Institutional Relations - UK Market Requirements for Private Wealth: 15 years' + working directly with clients in the private wealth sector (Family Offices, UHNWI. Proven success in previous client relationship positions held at Private Banks, Asset M...

Are you passionate about financial planning administration? Strategic Vision Wealth Management is recruiting for a Senior Administrator to join our small, values-led financial planning firm.

Private Wealth Client Services - Senior Analyst/Associate Overview: Selby Jennings is proud to partner with a prestigious global investment firm seeking a Senior Analyst/Associate to join its Private Wealth division. Contribute to broader strategic projects and initiatives within the Private Weal...

Investment Committee Members – Private Markets | Sustainable Wealth Group Location: Global (London preferred / Remote for international members) Type: Part-Time / Advisory | Paid Per Meeting + Long-Term Incentive Structure + Optional Co-Investment About Sustainable Wealth Group Sustainable We