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We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently required a Level 6 / Chartered Financial Planner / Independent Financial Advisor to join their team an provide expert financial advice to their high-value and complex client relationships. Responsibilities: • Maintaining and developing an existing portfolio of clients providing high quality advice, • Using cash-flow modelling tools to deliver visual and clear financial strategies, • Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance. Experience: • Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving., • You will have proven experience of providing independent holistic financial planning., • Excellent presentation, verbal and written communication skills are essential., • Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools. In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.

Senior Mendix Developer Wealth & Asset Management (Outside IR35).UK-based (remote/Hybrid depending on client).A wealth management client is seeking a.

Introduction Saab in UK is growing rapidly, with over 500 colleagues across eight sites. We bring together Swedish heritage and British expertise to drive innovation in areas such as software engineering, underwater robotics, radars, AI, and armed forces training. Joining Saab in UK means contributing to the security and resilience of society while building a career with real scope for personal and professional growth. What you will be part of Explore a wealth of possibilities. Take on challenges, create smart inventions, and grow beyond. This is a place for curious minds, brave pioneers, and everyone in between. Together, we achieve the extraordinary, each bringing our unique perspectives. Your part matters. Blue Bear is a leading autonomy and unmanned systems company now owned by Saab. Saab is a leading defence and security company with an enduring mission, to help nations keep their people and society safe. Empowered by its 26,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. Read more about us here. Role Purpose The Project Manager will be responsible for the successful execution and delivery of multiple projects assigned to them. Projects range in size from fast paced Research projects to larger Development and System Integration projects. Success in this role will be measured against an agreed set of Metrics including aspects such as On Time Delivery, Budget Control, Revenue targets and customer satisfaction leading to repeat orders. The role will support bids and proposal activities through the management of the process to ensure on time submission of quality proposals are achieved. The Project Manager will also provide Project Management input in support of the technical write up for bids and proposals. A requirement to support other business functions with process initiatives and continuous improvement projects will be required. Key Responsibilities • Accountable for the delivery of assigned Projects, both internally funded and customer funded., • Responsibility for supply chain activities on assigned projects, including delivery, relationship management, supplier PoC and negotiations., • Bids and proposals management, including budget management, resource planning, process management, bid writing and bid delivery., • Customer point of contact for assigned projects., • Supporting the functional leads to introduce new process, tools and Standard Operating Procedures (SOPs). This will include the introduction and management of Key Performance Indicators (KPIs) and Metrics on projects., • Function and team leadership, mentoring and Programme Management training of project leads across the business., • Resource management, including planning, resource allocation and resource conflict management., • Project planning including scheduling for all projects., • Risk Management for assigned projects., • To actively participate in Blue Bear's Performance Management Scheme., • To undertake such other duties and responsibilities as may be reasonably required within the grade and level of the post., • You will be expected to perform different tasks as necessitated by your evolving role within the company and the overall business objectives of the company., • Some travel within the UK may be required

Trainee Financial Planner Peterborough Full Time, Permanent £28,000 - £34,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come. The business is focused on managing their clients wealth which includes private pensions, investments and corporate company benefits. As the business continues to grow, they are now looking for an additional team member who has a very strong background in administration or financial services with the aspiration to become a Financial Planner. You will be very meticulous and methodical with a 'can do' attitude putting clients at the forefront of their business. Duties for the Trainee Financial Planner include. Analyse client portfolios Prepare / send suitability and letters of authority Input policy details Liaise with and support Financial Advisors Prepare and present reports Ensure that advice is accurately processed and compliant Identify and discuss areas for further financial planning with advisor Ensure that all files worked on are compliant with industry regulations Complete complex administrative tasks Comply with FCA rules at all times Experience required Experience working in Administration, Pension, Investment, Banking or Financial Services Graduates or school leavers also considered Excellent time management and organisational skills Be able to work as part of a small team with the confidence to communicate effectively with others Have awesome attention to detail and be well organised with excellent IT skills Strong numerical skills Benefits for the Trainee Financial Planner Monday - Friday 9am - 5:30pm (flexible) | 4pm finish on Fridays 23 days holiday + bank holidays Contributory Pension 10% Life cover Death in service Critical Illness Private Medical Insurance Free lunches Should you be interested in this position then please apply within. Applications from outside the UK will not be considered. 3Sixty Resourcing Ltd is an independent recruitment consultancy based in Peterborough supplying permanent and contract personnel across the UK. We have a wealth of experience operating in the permanent, temporary and contract industry. We take pride in providing the best customer journey for our clients and candidates covering the following areas: Office, Engineering, Technical, Manufacturing & Construction. TPBN1_UKTJ

Experience managing a team of wealth / financial advisors -.

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

Financial Services | Southampton | Hybrid.CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team.This is a key support role, working closely with Financial Adviser

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

We’re looking for a Wealth or Financial Advisor with experience in Financial Services or Wealth Management who’s ready to make an impact!. Previous or current experience as a Wealth or Financial Advisor. Proven background within a Financial Services or Wealth Management environment.

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

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. Job DescriptionJoin our Wealth and Front unit as a Team Lead, where you'll

Wealth Management / Investments - 12 months FTC.

We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby.We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who ta

Want to Help Lead the Future of Private Wealth at Hedges?. Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? At Hedges, we don't just protect wealth - we help our clients build lasting legacies. Head of Private Wealth Solicito

Recruiting senior roles including but not limited to Private Bankers/Client Advisors, Trust & Wealth Planning practitioners, Investment Advisors and Front Office Wealth Management supporting roles. Private Banking / Wealth Management recruitment (trust, wealth planning, private client strongly prefe

As the Asset and Wealth Management (AWM) International Counterparty Risk Team Lead, you will lead and manage the counterparty risk functions within Asset Management (AM) and Wealth Management (WM) Counterparty Risk, as well as WM Counterparty Credit Risk. Join JPMorgan Chase Asset and Wealth Managem

About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!# Ab

A global wealth management firm in Greater London seeks a Client Service Support role to assist Relationship Managers in maintaining client accounts, preparing documentation, and ensuring KYC compliance.

Within Wealth Management we offer an objective long‑term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entre

Senior Associate, Private Wealth & Family Office.

Deep understanding of HNW client needs, wealth strategies, and market trends. We’re backed by one of the UK’s largest wealth networks through St. Referrals increase your chances of interviewing at Apollo Private Wealth by 2x.

This role involves building relationships with introducers and attending events to enhance the firm's presence in wealth management.

Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealthteam packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product a

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. RBC Wealth Management Europe’s vision is to

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. Asset & Wealth Management Operations - London - 2026 ReEntry Program. Join to apply for the Asset & Wealth Management Operations

A CTA, ACA, or ACCA qualification is essential, alongside experience in tax advisory, particularly within the family office or private wealth sector.

Asset & Wealth Management - Head of Institutional Marketing, EMEA - Executive Director- London location_on London, Greater London, England, United Kingdom. Opportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) London assignment JOB FUNCTION Marketing account

The ideal candidate will have at least 3 years in Wealth Management, showcasing strong skills in relationship building, problem solving, and teamwork. A growing Wealth Management Consultancy seeks passionate individuals with consulting experience for client engagements.

Drive new business generation across France and Benelux by originating and converting new institutional private wealth partnerships aligned with ROYC’s Wealth Solutions framework. Across private banks, multi-family offices, and wealth managers, client demand for private markets is strong, yet reve

A leading financial services firm in the UK is seeking a Director of Corporate to lead corporate advisory services, overseeing multiple teams within the organization.This strategic role requires proven senior leadership in financial planning, expertise in pensions and employee engagement, and a stro

A global alternative asset manager is looking for an Investor Services Analyst/Associate in London.The ideal candidate will manage onboarding of funds for new and existing clients, oversee approvals, and respond to client inquiries.Qualifications include 1-4 years in financial services with strong p

A leading financial services firm is seeking a Head of New Business to manage performance across its ambitious New Business team.This pivotal role involves conducting performance reviews, supporting team members, and ensuring accountability for client acquisition and development.The position require

As a Wealth Planner, you will have the unique opportunity to work closely alongside and shadow an experienced Head of Wealth, gaining invaluable experience in the upper echelons of the financial market. Collaborate with the Head of Wealth to develop and execute tailored wealth management strategies

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. Join JPMorgan Chase Asset and Wealth Management (AWM) as a Team Lead in Counterparty Risk, driving thought leadership and collab

You will stay abreast of market trends, regulatory changes, and industry developments, providing insights to inform retail strategy, and monitor the retail and wealth market to build an understanding of the current environment and to support policy position and development. The ideal candidate will

The role involves providing technical legal and tax advice to international private clients on wealth structuring, succession planning, and collaborating with various advisers.

A global alternative asset manager is seeking an Associate Lawyer for its Legal & Regulatory team in London.The role focuses on negotiating distribution agreements for various investment funds and providing legal support across regions including EMEA, APAC, and LATAM.Candidates should possess an LLB

A leading global investment firm in London seeks a Client Director specializing in Private Equity fundraising and investor relations.The ideal candidate will possess a robust track record in fundraising, a deep understanding of alternative investments, and the ability to engage senior stakeholders.K

Private Wealth & Inheritance Solicitor, 4+ Years PQE, Hampshire, £Competitive (DOE) – Are you an experienced Private Wealth & Inheritance Solicitor looking for that next step in your career? If so, read on! JOB REF:1131. You will play a pivotal part in this highly regarded Private Wealth & Inheri

Ideal candidates will have senior leadership experience in wealth management and excellent relationship management skills.

A leading financial services company is seeking a Finance Transformation Programme Lead to drive a major finance transformation within the Wealth Management sector.

A leading wealth management firm in Greater London is seeking a Head of Business and Risk.

Your role as an Associate Partner with extensive experience working in the Wealth and Asset Management field means being a key player to lead and drive the development of the Financial Services practice in terms of :. Client Engagement Lead : Lead high-impact client engagements across the Wealth and

A leading London firm with a long-established reputation in Private Wealth is searching for a Knowledge Development Lawyer to join its growing team. In this role, you will become a central point of expertise within a high-performing Private Wealth group, shaping how legal and procedural knowledge is

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. What is the opportunity? RBC Wealth Managemen

A national law firm seeks a talented individual for their Private Client team in Southampton or Chichester.The successful candidate will advise high-net-worth clients on estate planning, with opportunities for professional growth in a supportive environment.Ideal candidates will have experience in c

A Wealth Management Consultancy is seeking experienced professionals to work on client engagements within the Wealth Management industry. The ideal candidate has at least 5 years of experience in Wealth Management, a passion for the industry, and strong skills in relationship building and problem-so

A major global financial institution is seeking an experienced Product Manager to join its team in Greater London.This role involves leading cross-functional teams, defining product strategies, and enhancing customer experiences through innovative solutions.Candidates should have a strong background