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A leading wealth management firm in the UK is seeking a Senior Incident Manager to oversee incident and problem management processes.This role involves direct management of an Incident Manager and working closely with diverse teams to restore services during critical incidents.The ideal candidate wi

The Role: The Risk Consultant (RC) is the risk specialist who drives and advocates an outstanding risk function to ensure that our SJP Wealth Partner Practices grow safely using a forward-looking, data-led approach to Risk Management. The Risk Consultant (RC) is the risk specialist who drives and ad

Core-Asset Consulting is working with a well-established wealth management firm who is seeking a Risk & Compliance Assistant to join their team. The successful candidate will support the delivery of the Risk & Compliance function, contributing to monitoring activity, management information, regulato

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.As a Product Manager in [Insert

In this role, you will lead daily operations, collaborate with product managers, and engage with key stakeholders to ensure successful financial solution development.

A leading wealth management firm is looking for a Programme Manager to lead transformation within their Adviser Change team.

Our global professional services firm client is expanding its Financial Services Tax team in Scotland, driven by sustained growth in Asset & Wealth Management. From Financial Services, or another sector entirely.

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.About Asset and Wealth Management.It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.Mo

Full understanding of the end-to-end Wealth Planning process. Strong understanding of regulatory and compliance requirements relevant to Wealth Planning. Provide administrative and operational support to Wealth Planners to ensure effective client service delivery and compliant business processes.

Financial Services Administration experience – ideally IFA Administration, Financial Planning, Wealth Management or Investment Management.

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

Job Title: PA – Tax Team Salary: up to £32,000 per annum (plus excellent benefits) Location: Edinburgh Working Pattern: Full Time / Hybrid An excellent opportunity has arisen to join a highly regarded and well-established legal firm in Edinburgh as a PA / Legal S

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?.

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

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

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. We are always looking for talented people to join us on our mission to orch

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

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 client tax investments may be impacted. The ClientAn established and widely known Wealth Management firm servicing Investment Managemen

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.

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 leading financial institution in Scotland seeks a Wealth Analyst to support wealth managers in providing top-notch financial advice and services.

A leading facilities management provider is seeking a Contract Manager with M&E experience based in Orkney.In this role, you will oversee the operational, commercial, and financial performance of the contract, ensuring safety and compliance while fostering strong client relationships.Ideal candidate

A global financial consulting firm based in Scotland is seeking a skilled consultant with extensive experience in managing client engagements within the asset and wealth management industry.

A financial services company in the UK seeks a Paraplanner to provide essential support to Financial Planners.This role includes conducting research, drafting recommendations, and assisting with compliance.Candidates should have at least 2 years of experience and a Level 4 qualification in financial

A finance advisory firm in Edinburgh is seeking a paraplanner to assist financial planners by performing technical research and client servicing duties.This role includes preparing reports, attending client meetings, and implementing recommendations.Ideal candidates will have a Level 4 diploma in fi

A leading wealth management firm in the UK is seeking a Private Client Director to drive client acquisition.

We have an exciting opportunity for an Analyst to join the Wealth Management Europe (WME) Treasury Operations/Asset Services team in Jersey or Edinburgh.

The firm provides comprehensive, unbiased wealth management and financial planning services to private investors and businesses across the UK.

A leading financial services provider in Edinburgh seeks an Integrator for the Intermediary Wealth Lab.

As the landscape of the financial services industry continues to evolve companies not only face new and unknown risks, but also new and untapped opportunities.PwC is at the forefront of driving sustainable change, helping businesses not only navigate but thrive in this evolving landscape.This role i

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.

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or politica

A respected wealth management firm seeks a Mid-Senior Paraplanner based in Scotland.

Support Wealth Planners in submitting cases to paraplanning and related teams. Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing. Understanding of the end-to-end wealth planning process (desirable).

Integrator- Intermediary Wealth. The Intermediary Wealth Lab plays a pivotal role by focusing on the entire advisor platform. These journeys spans from creating wealth to creating retirement benefits.

A growing wealth management firm in the United Kingdom is looking for a Compliance Monitoring professional to undertake 2nd LoD reviews and ensure effective compliance controls. Ideal candidates will have a CII Level 4 qualification and experience in wealth management, pensions, and investments.

A boutique FCA regulated advisory firm in London is looking for a Senior Private Client Investment Advisor with at least 5 years of experience.The role involves transitioning an existing client book to their platforms while driving growth and maintaining strong client relationships.Ideal candidates

Ideal candidates have expertise in Wealth Management and a strong understanding of Private Equity and Venture Capital.

A highly regarded wealth management firm in Edinburgh is seeking an experienced Financial Planning Administrator to support Financial Planners.

A leading wealth management company is seeking a Regional Director to oversee the recruitment and retention of key Appointed Representatives.

A leading wealth management firm is seeking a client relationship manager in Edinburgh.

They are looking for individuals with experience across the Wealth management and insurance sector, particularly those who have supported end-to-end transformation initiatives within operations, technology and change functions. Extensive experience working within the wealth / insurance industry. Ror

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

Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit, and banking to help clients build, preserve, and manage their wealth over time. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Morgan Private Bank advis

A leading financial advisory firm in Scotland is seeking an Independent Financial Adviser to provide holistic financial advice to clients.The ideal candidate must possess the Level 4 Diploma in Regulated Financial Planning and demonstrate strong networking and business development skills.A supportiv

Consultant - Wealth (Square 4). We take pride in serving a diverse range of clients, spanning from various segments within the financial services industry such as Retail Banks, Consumer Credit, Life and Pensions, Wealth and Asset Managers, Private Equity, to Utilities and Telecommunications firms.

In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses. Direct message the job poster from Succession Wealth. Recruitment Coordinator at Succession Wealth.

Experience managing a team of wealth / financial advisors -.