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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.

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. You will advise wealthy private clients, trustees and beneficiaries on a broad range of

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

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

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?.

Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc. IT services supporting Asset & Wealth Management clients. Proven experience managing large, multi-million-dollar AWM accounts or portfolios across asset managers, wealth managers, RIAs, or p

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'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.

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

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

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

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

This role will be based within the Private Wealth & Estates Group, which provides a wide range of strategic advisory and accounting services to private clients and their businesses. The Private Wealth & Estates Group advises individuals and their associated entities.

A legal recruitment firm is seeking a Private Client Solicitor with 5+ years PQE to manage a varied caseload and work with high-net-worth clients.The role includes supervising junior members and participating in business development.The package offers hybrid working arrangements and genuine career p

A global financial services firm is seeking a Trainee Wealth Manager to start a career in wealth management.

The role: Join our Private Equity Data Science team and contribute to DSML and AI initiatives across the full lifecycle of the investment process.The Data Scientist will be responsible for the design, development, and implementation of quantitative and data-driven models to drive innovation and prod

Ideal candidates will have strong experience in operational risk management, knowledge of wealth management products, and excellent communication skills.

London's premier private wealth firms. You’ll work closely alongside one of their highly experienced Private Wealth Partners, who is planning a phased retirement—creating a clear path for you to inherit an existing client base and take a strategic leadership role. Head of Private Wealth – Esta

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.

A leading wealth management firm is seeking an Investment Administrator to provide comprehensive administrative support.

Join us to make a significant impact in wealth management.

A prominent financial services firm in Greater London is seeking a Wealth Accountant to support regulatory reporting and controllership functions.

JPMAM Data Science is dedicated to enhancing and streamlining every stage of the investment process, from financial analysis and portfolio management to client services and advisory.We analyse extensive collections of data including financial documents, analyst reports, news articles, meeting notes,

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. Industry Knowledge: Ex

A leading global investment manager is offering a Level 4 apprenticeship within their Wealth Management division, Cazenove Capital.

Ideal for early-career advisors, this role emphasizes building strong relationships and delivering holistic wealth planning. A relationship bank in Greater Lincolnshire seeks a Client Director to develop and manage client relationships while providing financial advice and wealth management services.

Up‑to‑date knowledge of the regulatory environment and the challenges affecting Wealth Management. The Wealth Business Engagement Senior Manager reports to and supports the Head of Business Engagement to ensure the delivery of BAU activities as well as the effective implementation of functional,

This role is within the Wealth Management – CIO Equities team, part of the Asset & Wealth Management business. Asset & Wealth Management - Equities Quantitative Investment Analyst - Associate / Vice President. Morgan Asset & Wealth Management delivers industry‑leading investment management and p

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 financial services recruitment agency is seeking a Senior Operations Manager to lead operational functions within wealth management.

Experience in asset and wealth management, with knowledge of mutual funds and discretionary/non-discretionary solutions.

Responsibilities include onboarding wealth client relationships, ensuring agreements are in place with strategic partners, and participating in product structure development.

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 well established wealth management firm in Godalming is looking for an experienced IFA Administrator to support financial advisors.

A financial services consultancy in the UK is seeking a Client Services Manager to oversee daily operations and lead a team of 6-7 associates.The role involves managing operational processes, enhancing customer experiences, and ensuring compliance with regulations.Ideal candidates will have strong l

We are working with a reputable.This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.Deliver a first-class experience to existing clients that are a mix of city professio

Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK.

A leading consulting firm is seeking specialists in operations for the asset management industry in Greater London.Responsibilities include managing client engagements, developing strategies, and conducting thorough analyses.Candidates should have extensive experience in consulting or finance, parti

The position offers exposure to global wealth investors and opportunities for training and career progression in private markets. A global investment firm is seeking a motivated Junior Investor Relations Analyst to join their Wealth Investor Relations team in London.

Private Client, Wealth Protection Partner. Our client has a strong reputation for private client work, advising HNW and UHNW clients with UK and international assets on succession planning, asset and wealth protection, tax, trusts and estates work. There is an excellent platform at this firm for an

The Senior Associate, Sales & Product Enablement is a key member of the Global Private Wealth marketing organization, responsible for supporting commercial readiness across the platform with a focus on the UK and broader EMEA private wealth markets. Meaningful experience in the wealth marketplace an

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.

A leading global investment firm in London is seeking a proactive Marketing Campaigns Manager to manage and optimize digital acquisition campaigns.The role requires over 4 years of experience in B2C marketing, a strong ability to partner cross-functionally, and a proven track record of executing suc

As a Product Manager, you will be responsible for helping modernize and reinvent the Wealth Management digital platform. Candidates should have 3-6 years of directly relevant work experience in product management and/or the financial services sector (ideally in Wealth Management). PWM assists client

Your work will cover all aspects of the Wealth Management process. Cover all aspects of the Wealth Management process. In-depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice.