Wealth jobs in Peterborough - Page 7Create job alerts

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?.

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

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.

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. The Head of Proposition is a pivotal, leadership role at the heart of LV’s Wealth strategy. Key Responsibilities��

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

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

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.

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners.We have a clear purpose and a shared commitment to shape a better fut

A well-established law firm in Wiltshire is seeking an experienced Private Client Solicitor to join their Agriculture and Landed Estates team.In this role, you will handle tax planning, advise on succession for family businesses, and review trust documentation.The firm offers high-quality work and s

As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. The Senior Wealth Planning Assistant will provide comprehen

This role involves working closely with Wealth Managers and other Assistants to ensure efficient processes.

A global wealth management firm based in the UK is seeking a Chief Investment Officer to take full ownership of their investment proposition. The ideal candidate will have 10-15 years of experience in wealth management and proven leadership skills.

A leading financial services firm in the United Kingdom is seeking a VP or Director, Client Solutions (Private Wealth) to spearhead new business generation and regional revenue growth across France and Benelux. Successful candidates will work autonomously in a dynamic environment, shaping strategic

A leading global financial institution in the UK seeks an experienced Associate Banker to provide comprehensive support to clients and assist in financial documentation.The role requires strong communication skills and the ability to handle complex client inquiries.Ideal candidates will have a backg

A leading independent financial planning company in the UK is seeking a Business Analyst to drive change initiatives and improve business processes.The successful candidate will work closely with stakeholders to document clear requirements and support project delivery.This role offers a competitive

Candidates should have experience in asset and wealth management, and skills in core MS Office applications along with analytical capabilities.

The Wealth Planning Client Support role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners, ensuring that all new business documentation is accurate and processed in line with agreed service standards, as well as custome

A leading insurance and financial services company in the United Kingdom seeks a Financial Advisor to provide expert advice in life insurance, pensions, investments, and wealth management.

A leading Financial Planning firm based in Harrogate is seeking a Financial Planning Support professional on a 9-month maternity cover contract.The role involves maintaining client records, processing investments and policies, and managing diary schedules for advisers.Candidates should have 1-3+ yea

Ideal candidates should have substantial marketing experience in the Wealth or Asset Management industry, demonstrating a strong ability to craft product narratives and execute successful marketing strategies.

A highly successful Wealth Management firm, running Wealth Planning / Financial Planning for HNW clients. This role requires Senior Finance experience with strong expertise in Wealth Management business – specifically financial planning and wealth management principles, combined with proven leader

A leading Trust & Corporate Services provider in Greater London is looking for a Manager/Assistant Manager to enhance their Global Business Development team.This position involves working closely with senior managers to expand the client base through tailored solutions.Candidates should have over 3

A leading financial services firm is seeking a Business Intelligence Analyst to design and deliver web-based MI and analytics solutions.This high-impact role involves creating engaging user interfaces and insightful dashboards that empower over 1,200 colleagues.The position requires technical expert

A leading investment management firm in Greater London seeks a Product Manager to modernize its Wealth Management digital platform.

A financial services company in Greater London is seeking a Paraplanner to support Wealth Managers by managing client portfolios and providing high-quality client service.

Controls Architect Manager - Intermediary Wealth.

A leading recruitment consultancy seeks an experienced Financial Adviser to join their established team in London.The role involves developing relationships with high-net-worth clients, providing tailored financial advice, and continuous market monitoring for impactful strategies.Ideal candidates sh

We extend these global capabilities to the world’s leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, for which we invest or advise on over $300 billion of alternative investments, public equity strategies, and fixed��

A leading financial institution in London is hiring a Wealth Planner to enhance client financial journeys through tailored advice and investment solutions.

Wealth Solutions: Client Management.

A leading wealth management company located in London is seeking a Wealth Management Product Marketing Manager.

A wealth management firm is seeking a Financial Adviser / Wealth Manager to provide comprehensive wealth management advice to clients.

The role involves supervising Wealth Planners, ensuring compliance with industry regulations, and actively contributing to the development of a risk and controls culture.

A global investment banking firm in London is looking for a proactive Campaigns Manager.The successful candidate will manage and monitor digital marketing campaigns, combining creativity with analytics to enhance performance.Key responsibilities include campaign management, cross-functional collabor

A reputable wealth management company in the UK is seeking an experienced Financial Planner to join its dedicated advisory team.

Experience managing a team of wealth / financial advisors -.

Senior Client Accountant, Private Wealth.

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

The successful candidate will perform tax analysis to create tax-efficient wealth strategies, assist with onboarding clients, and ensure compliance with tax reporting obligations. This position offers a competitive environment to boost your career in wealth management and tax compliance.

Manager - Wealth & Asset Management Tax - London/Manchester. Manage the successful delivery of technically complex and demanding tax advisory projects across a range of matters including fund tax, international tax, UK corporation tax, UK income tax, capital gains tax, and other tax matters relevant

A leading wealth tech startup is seeking a Customer Success Manager to enhance customer experiences on their innovative platform. The ideal candidate has experience in customer success within the wealth tech sector and is familiar with AI technologies.

A leading independent financial services firm in the UK seeks a proactive Financial Adviser to manage a loyal client base and deliver comprehensive financial planning advice.Responsibilities include identifying new business opportunities, providing tailored recommendations across pensions, investmen

A dynamic consulting firm in the UK is seeking an experienced regulatory consultant to oversee advisory engagements for wealth management and retail investment clients.

Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Cyprus, Spain, Switzerland and UAE. We deliver bespoke advice to internationally mobile clients, supported by specialist teams in financial planning, wealth creation, investment management and tax plannin

A leading trade association in the UK is seeking a Senior Policy Adviser to lead initiatives on operational policy matters within the wealth management sector.