Wealth jobs in Peterborough - Page 18Create job alerts

This is an exciting opportunity for an experienced trust and private client lawyer to join a leading firm in one of the world’s premier locations for private wealth work. Overseas qualified lawyers (solicitor advocate or barrister) must be admitted in the UK or an equivalent Commonwealth juris

The Team works with clients across the sector including asset & wealth management, banking, and insurance. As an Associate Director in Internal Audit within the Financial Services Risk Consulting team, you will play a key leadership role in delivering high-quality internal audit and risk assuran

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?.

Are you exploring a flexible way to create additional income alongside your existing commitments?.Due to continued growth, we are expanding and looking for motivated individuals who want more flexibility than a traditional employed role.This opportunity is suited to people who are comfortable workin

This is an exciting opportunity for someone with previous experience of working within a Front Office environment , preferably within Wealth Management / Investment Management ,and who would be looking to take their career to the next level. Front Office / Investment Management / Wealth Management e

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

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.

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?.

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.

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

Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFATHE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments

Head of Wealth PropositionAbout the RoleWe have an exciting opportunity for a commercial and innovative individual to join us as our Head of Wealth Proposition in the LV= Wealth team. Key Responsibilities•Create and deliver the Wealth proposition strategy and transformation roadmap, identifying op

Our clients Private Client (Wealth) Planning team is recognised as a top-tier department.

A leading wealth management firm in London is seeking a Financial Advisor to manage an existing portfolio of HNW clients.

Provide strategic leadership to paraplanners, associate wealth planners, and wealth planners, ensuring adherence to processes and compliance standards. Wealth Planning Director and Team Manager, Wealth Management. The Wealth Planning Director is a leadership position responsible for delivering excep

A leading banking institution in the United Kingdom is seeking a skilled Wealth Manager to provide tailored investment advice and manage the financial needs of private banking clients. In this influential role, you will develop holistic wealth plans while building strong relationships with both clie

Cayman Islands - Corporate / Funds / Finance / Disputes / Private Wealth Lawyers - 5+ PQE. We are seeing increased demand from a number of leading practices in Cayman Islands who are looking for associates to expand their corporate, finance, litigation, funds and Private Wealth teams.

A dynamic digital financial services company in the United Kingdom seeks a Senior Legal Counsel for maternity cover.This role involves providing legal advice to Pensions and Investments Product teams and requires a qualified solicitor with experience in financial regulation.The successful candidate

The ideal candidate has proven experience within wealth management, excellent organizational skills, and a collaborative leadership approach.

Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning.

You understand Financial Planning - not in theory, but in practice.You've delivered advice or worked closely with Financial Planners, and you know what great looks like.You bring good energy, clear communication, and the confidence to challenge when it matters.This role is about people: supporting t

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

This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through onboarding. A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team.

A prominent wealth management firm is seeking a Compliance Risk Manager to support senior leaders with risk and compliance advice. The role requires in-depth knowledge of the Wealth industry and strong stakeholder management skills.

A leading global wealth management firm in London is seeking experienced Wealth Managers to establish long-term relationships with high-net-worth clients. The role requires a minimum of 10 years in wealth management, experience servicing UK clients, and a strong focus on business growth.

James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

Whiskey & Wealth Club is a global investment education and cask whisky investment business, redefining how modern investors engage with alternative assets. We are seeking an experienced Social Media Manager to lead and evolve Whiskey & Wealth Club’s social media presence across key platforms.

Candidates should possess significant experience in asset and wealth management, proficient skills in MS Office applications, and strong analytical capabilities.

A global investment education company based in London is seeking an experienced Social Media Manager to lead its social media presence across platforms like LinkedIn and Instagram.The ideal candidate will own the social media strategy, create high-quality content, and track performance metrics.Candi

The ideal candidate will have at least 3 years of SDLC experience and familiarity with the wealth management sector.

A leading financial planning firm in the Home Counties seeks a Chief Executive Officer to lead the company during a planned succession period.The successful candidate will work closely with the current owner, who will gradually step back from daily operations while mentoring the new CEO.This role of

This is fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing owner managed wealth management and private office firm located in Oxfordshire and London. Financial Adviser / Wealth Manager Oxfordshire / London. The role will be primarily focused on prov

One of London’s friendliest firms is looking for a Legal PA to support the Tax & Private Department.This is an exciting PA role, with client contact, supporting 5 people including 2 Junior Equity Partners.They’re looking for a Legal PA to organise their diaries, so experience with diary manageme

A leading banking institution in Greater London seeks a Client Director responsible for developing and managing relationships with clients, focusing on wealth and investment management services.

The role holder is responsible for supporting the Private Banking team in managing the requirements of existing and potential clients of Nedbank Private Wealth, Ensuring the highest standards of service are maintained and always delivered, helping the team to meet the financial objectives. Liaise wi

A successful wealth management firm in the City of London is seeking an experienced Operations Manager to oversee daily operations and support team development.

A leading financial institution seeks a Private Bank Legal Group Lawyer (Vice President) with expertise in derivatives and structured products.The role involves providing legal support to trading desks within the EMEA region, advising on transactions and regulatory compliance.The ideal candidate is

A financial advisory firm in the UK is seeking a Paraplanner with 2-3+ years of experience in report writing and client support.The role involves preparing compliant reports, conducting annual reviews, and maintaining product panels.Candidates ideally hold an FPC or Level 4 Diploma and have experien

Responsibilities include managing client needs, developing customized financial solutions, and advising on wealth structuring.

A well-established legal firm in London is seeking a Senior Associate for its private client team.The role involves handling complex high-value private client matters for both local and international clients, including estate planning, trust structuring, and inheritance tax issues.The ideal candidat

A financial planning firm in the UK is looking for a dedicated Client Support Administrator.This role is pivotal in guiding clients through their financial journey while supporting planners with client reviews and business processing.Ideal candidates should have experience in client support, solid o

Goldman Sachs Asset & Wealth Management – Alternative Marketing Analyst – London. This Analyst will play a key role within the Asset Management (AM) Marketing team, focusing on Alternatives Product Marketing and Wealth Alternatives.

A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team.The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience.Candidates should hold a Le

Pinnacle Wealth Management LLP, established in 2013, helps individuals and businesses achieve their lifelong ambitions, while also supporting talented professionals to thrive in the wealth management sector. Since then, Pinnacle has grown into one of the UK’s most successful wealth advisory firms.

A dynamic PR agency seeks a talented PR Manager to lead client strategies, build media relationships, and drive growth in the investment space.You will oversee multiple client accounts, develop tailored PR campaigns, and engage proactively with key media personnel.The ideal candidate will have at le

A leading accountancy and advisory firm in the UK is seeking an experienced Wealth Planner to manage and grow a portfolio of high-net-worth clients.

This is your chance to head up a talented and well‑resourced Private Wealth team. A trio of outstanding roles are still being recruited for across some of London's premier private wealth firms. Partner – Landed Estates Specialist | Leading London Private Wealth Firm.

Wealth Planning Product areas include: Investments including a centralised investment proposition, pensions including consolidation, DB transfers, Protection (life cover and IHT planning), EIS and VCT, Wealth structuring (IHT planning, Life wrappers). The Financial Planner will prepare cash flow pla