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We’re looking for a proactive and highly organised Customer Service Officer (CSO) to support our Financial Advisers and help deliver an exceptional experience for our clients across their wealth journey. Contribute to a high-quality client experience at every stage of the wealth advice journey. If

The firm is now seeking an ambitious and motivated Legal Director or Partner to join its highly regarded Private Wealth team, with a particular focus on international tax, trusts and cross border wealth planning. This firm is known for the quality of its private wealth work and offers an outstanding

Private Wealth Partner, Somerset – lead role at highly prized law firm. With a highly ranked private client team it seeks to appoint an experienced partner to lead and develop its private wealth offering in and around the Somerset region.

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment man

At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks.

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.

Asset & Wealth Management (AWM). You will assume the role of a trusted advisor to C-suite executives, enabling technology-led transformation and digital innovation across asset managers, wealth managers, and financial advisory firms. Responsible for managing and growing key client accounts within th

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?.

THE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planningSupporting advisers with FCA-compliant recommendationsUsing financial planning platforms and software to

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.

Your new firm Our client is a highly respected regional law firm with a strong reputation for excellence and growth.Recognised by leading legal directories and regularly winning industry awards, the firm is known for its collaborative culture, client-focused approach, and commitment to professional

The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The RoleThe Tax Manager will research and resolve Tax questions from the Wealth Management business, that relate to new tax regimes (UK, US, INTL) and advise on how clien

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

We have a great opportunity for a Transformation Consultant / Business Consultant to work with a large wealth management business. Key responsibilities include: Building relationships with the transformation office and programme managers to enable clear reporting to senior management Identifying cha

The Senior Wealth Planning Analyst will support the Operations Manager in delivering operational improvements, managing projects, and providing management information to the Wealth Planning Team. Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC). Our c

In-depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Cl

Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. This role sits within our Wealth Management business, supporting the Mass Affluent and Affl

We have an exciting opportunity to join our newly formed Privacy Risk team in Wealth Management – Europe (WME), within Data Governance and support the successful delivery of WME Privacy Risk’s programme of work.

A leading consultancy firm in the UK seeks a Consulting Manager to lead client engagements and develop junior talent.The ideal candidate will have over 5 years of consulting experience, excellent problem-solving abilities, and skills in client relationship management.The role offers profit share, ge

A leading global bank in the UK is seeking an Area Wealth Director to implement wealth strategies and cultivate a customer-first culture within their teams. You will be responsible for compliance and sales quality, while leading a team to provide tailored wealth management solutions.

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

Deliver technically excellent financial planning advice to clients using Killik & Co Wealth Planning processes. Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients.

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate I

The firm is keen to hear from 5PQE+ solicitors working in Private Client / Private Wealth / Trusts & Estates. If you’re considering a shift away from fee-earning, but want to stay deeply involved in high-quality Private Wealth work, this could be a brilliant next step. Professional Support Lawyer

The role involves leading transformation projects, developing innovative strategies, and enhancing business value within the Wealth and Asset Management sectors.

A leading financial consultancy in London is seeking an experienced Business Analyst specialized in Wealth & Asset Management to support operational uplift initiatives. The ideal candidate will have significant experience in Wealth Management, strong stakeholder management skills, and the ability to

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

A leading financial institution in London is seeking a Privacy Risk professional to join their Wealth Management team.

We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives. Map current and target operating models (TOM), including onboarding, suitability, and servicing journeys within Private Banking and Wealth Manageme

A leading financial services firm is looking for a Head of Digital Delivery to manage and empower cross-functional teams in delivering digital products across the Wealth Management sector.

A leading financial services company is looking for a skilled recruiter to manage end-to-end recruiting for their graduate programs.This role involves project management of multiple recruitment pipelines and requires at least 3 years of relevant experience, preferably in Asset Management.The success

A financial services company in London is seeking a Senior Wealth Administrator to support Wealth Managers and ensure efficient client account administration. Candidates should have administrative experience in wealth management and strong skills in Office 365.

An investment management firm in Mayfair is seeking a Team Assistant to support senior Wealth Managers.

A leading global crypto firm is seeking a VIP Relationship Manager to manage high-net-worth clients and drive revenue.The role involves delivering a white-glove, concierge experience and understanding client needs to augment portfolio growth.Ideal candidates must have proven relationship management

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team i

A leading financial services consulting firm based in London is seeking a Senior Data Architect for Wealth & Asset Management.

A leading global investment manager is seeking a Senior Marketing Manager for the Wealth Management division.

A wealth infrastructure company is seeking an Implementation Onboarding Manager in Greater London.

Compliance Monitoring Officer (Wealth Management). The chance to join a rapidly growing wealth management firm. You’ll ideally be qualified to CII Level 4 and will have good wealth management experience along with a strong working knowledge of pensions and investments.

A leading accountancy and tax advisory firm in the UK is seeking a Corporate Tax Manager to handle corporate tax compliance and advisory work.The successful candidate will prepare tax returns, assist with tax planning, and guide junior staff while building strong client relationships.The firm offers

A leading wealth management firm in the United Kingdom is seeking an accounting professional.

Our client is a fast-growing wealth management firm committed to delivering high-quality, tailored financial advice to individuals and businesses.

Strong technical knowledge of wealth management and paraplanning standards. Understanding of regulatory training obligations in wealth management. Technical Training Manager – Wealth Management.

A growing financial planning business in East Anglia is seeking an experienced Financial Adviser.In this role, you will provide holistic financial planning advice to a loyal client base while working closely with support teams.Responsibilities include preparing tailored recommendations and identifyi

A boutique wealth management company based in Sutton is seeking an experienced Paraplanner to join their friendly team. The ideal candidate will have over 2 years of paraplanning experience and 4+ years in the Wealth Management Industry.

Developing and executing a contact strategy to grow revenue across Digital Wealth, Platform, B2B and B2B2C channels. Experience working with Digital Wealth, platform or fintech clients, ideally within asset management. We’re looking for a Sales Manager to support the growth of our Digital Wealth,