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The creation, administration, and winding up of trusts. * Estate administration. * Meeting clients on a regular basis to advise on the above. * Actively supervise junior members of the team to ...

The starting salary for this role is £32,512 per annum based on working 36 hours per week. This is a 12-month fixed term contract opportunity. We are excited to be recruiting for an experienced Senior Outdoor Learning Instructor within Surrey Outdoor Learning and Development (SOLD) team with a pr...

You’ll join our  Financial Services Advisory Internal Audit team (Wealth & Asset Management) at Manager level, where you will have the opportunity to work on a variety of Financial Services client engagements. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management company. The role requires someone with extensive Wealth Management & Institutional Asset Management Operations experience as a Head of Operations from a reputable company with AUM between $2 bn - ...

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated fi...

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management company. The role requires someone with extensive Wealth Management & Institutional Asset Management Operations experience as a Head of Operations from a reputable company with AUM between $2 bn - ...

At Clearwater Wealth Management, we offer expert guidance to help clients achieve their financial goals while providing peace of mind for the future. James's Place Group, our services are delivered with a commitment to quality, professionalism, and expertise across all areas of wealth management....

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management company. The role requires someone with extensive Wealth Management & Institutional Asset Management Operations experience as a Head of Operations from a reputable company with AUM between $2 bn - ...

Do you want to be the driving force behind huge organisational change? With a project pipeline spanning at least the next five years you’ll have the opportunity to take this London based Wealth Manager into a new age following their impressive recent acquisition activity. If you want to drive inn...

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management company. The role requires someone with extensive Wealth Management & Institutional Asset Management Operations experience as a Head of Operations from a reputable company with AUM between $2 bn - ...

Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Given the success of Enver Wealth Management, they are now looking to grow their team with a new train...

Job DescriptionThe RoleHead of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management companyMartis Search are representing a London-based bouti

Our client, a dynamic & prestigious Wealth Management firm, is seeking an experienced and innovative Investment Director to help drive the next stage of their growth.

Wealth Management, Regulatory Reporting, Vice President/Associate, LondonOpportunity OverviewCORPORATE TITLE: Vice PresidentOFFICE LOCATION(S): LondonJOB FUNCTION:

Solid understanding of retail investments / wealth management.

Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Wealth Management (WM)<

An advisor for all LOM wealth and portfolio products;. We are looking for candidates with at least five years’ experience within wealth management/financial services and with a possibility of bringing a portable client base of offshore clients. Candidates must have experience in portfolio managem...

Opportunity OverviewCorporate Title: Vice PresidentOffice Location(s): LondonJob Function: External Product Specialists<

Our client, a SWF ranked among the top 10 globally, is looking to hire an M&A Operations Associate to its Investment Execution team, based in the GCC region.This role entails managing multiple projects concurrently across the fund’s primary investment verticals and providing essential support in ...

The Marketing Manager will work closely with the Senior Marketing Manager, Global Wealth to raise brand profile, consideration, and engagement across the global Ultra-High-Net-Worth (UHNW) audience, through planning, implementation, and measurement of effective marketing. Align closely with the r...

Team PA, Wealth Management – City (hybrid).

The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized risk-focused portfolios. The r...

Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management. The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whils...

If you are interested in developing as a private wealth solicitor or would like some more information, please don't hesitate to. The focus of the team is advising the firm's high net worth clients and their businesses on a number of private wealth matters. The London department is part of a natio...