Wealth jobs in Wakefield - Page 16Create job alerts

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

Their Wealth Management division is expanding, and an excellent senior leadership opportunity has arisen. The Opportunity A key position is available for an experienced and commercially driven financial planning professional to lead the firm’s national Wealth Management function. As National

Candidate must have Wealth Management domain experience.

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Leeds offices, one of 50 nationwide.

Decent pay, an opportunity to progress, support with exams - you're not asking for much.So why does it all feel like such a battle to get where you are?It doesn't have to be like that.There are businesses out there that take these things seriously.Here they'll pay up to £35,000 for a senior adminis

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

Experience of advising UHNW private clients on trusts and private wealth matters with either a leading onshore or offshore firm. 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

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

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

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

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.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

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

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

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

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. We're looking for a visionary Hea

This is a great opportunity to work for a fantastic financial services organisation where you will have the opportunity to develop a worthwhile career.The role of the Client Services Administrator is to provide first class client care for clients of the business.Key Responsibilities and Outputs.Proc

Job Title: Senior Associate looking for immediate partnership- Market leading private wealth team. We are searching for an ambitious private wealth senior associate who is currently working for a highly ranked team and is looking for a direct entrant partner role.

The role involves researching key leaders in Private Wealth, enhancing event prestige, and requires strong interpersonal skills and a degree in Finance or Economics.

Join JPMorgan Chase Asset and Wealth Management (AWM) as a Team Lead in Counterparty Risk, driving thought leadership and collaboration within your cross‑functional team to ensure comprehensive counterparty risk management practices across Asset and Wealth Management businesses. As the Asset and W

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start‑up energy and the security of private equity backing. Our focus is providing best‑in‑class advice on wealth manageme

Drive new business generation across France and Benelux by originating and converting new institutional private wealth partnerships aligned with ROYC’s Wealth Solutions framework. ROYC exists to remove these constraints by combining institutional investment solutions, wealth‑adapted structuring,

People deserve more from their money.More visibility, more control, and more freedom.Since 2015, Revolut has been on a mission to deliver just that.Our powerhouse of products - including spending, saving, investing, exchanging, travelling, and more - help our 65+ million customers get more from thei

A leading law firm in Leeds is expanding its Private Wealth team and is seeking an experienced Legal Director with at least 8 years in private wealth law.

The FactSet Wealth Platform is a strategic investment in the Wealth Portfolio Lifecycle that will deepen our capabilities across Performance, Risk, Portfolio Management and Proposal Generation. The mission of the Dealmakers & Wealth Strategic Business Unit (SBU) is to accelerate FactSet’s growth b

As an Industry SME Senior Client Partner you will be responsible for leading strategic client relationships and driving business growth within Asset & Wealth Management (AWM) domain. You will assume the role of a trusted advisor to C‑suite executives, enabling technology‑led transformation and d

Asset Wealth Management - Strategic Transformation Office – Regulatory Management – Regulatory Solutions – Vice President – Birmingham. Asset Wealth Management - Strategic Transformation Office – Regulatory Management – Regulatory Solutions – Vice President – Birmingham. The Asset &

As a Wealth Adviser with Isio Wealth Planning, you will have a strong track record of working with high net worth individuals, with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset. Were looking for an experienced Chartered F

A leading alternative asset manager in London is seeking an Investor Services Analyst/Associate to manage fund onboarding and support client services.The ideal candidate will have 1-4 years in the financial industry, strong project management, and excellent communication skills.Responsibilities incl

You will work as a Senior Wealth Adviser with Isio Wealth Planning to support and drive engagement and success. Building Isio Wealth Planning’s profile and engagement both internally and externally. Ensuring Isio Wealth Planning is a credible, integrated part of the wider Isio proposition and adds

A large Wealth & Asset Management business is looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Strong knowledge of FCA Suitability requirements within a wealth management business. Investment Suitability Monitoring – Wealth Management.

As a Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through:. As a national firm of Wealth Advisers, we believe that individuals deserve a better alternative to the current status quo. Ensure Isio Wealth Planning is a credible and integrated part of o

The firm offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, incl

A leading legal firm in the UK is seeking a Junior Private Wealth & Inheritance Lawyer to manage a varied caseload focusing on wills, trusts, and inheritance tax planning.

Complex Needs Specialist – Schroders Personal Wealth. Join to apply for the Complex Needs Specialist role at Schroders Personal Wealth. Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people.

A leading financial services firm is seeking an experienced VP or Director of Client Solutions for Southern Europe to lead new business generation while enhancing revenue from private wealth institutions. The ideal candidate should have 8–12 years of relevant experience, demonstrate a strong consu

Recruiting senior roles including 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 preferred). Gravitas Gro

Talent acquisition Specialist | International Banking Group.To manage and grow client business with Financial Sponsors; originate mandates by conducting market and industry analysis.Propose existing product offerings to clients and explore new products to fulfil clients’ financial needs.Identify a

A leading tax and advisory firm in Greater London is seeking a Private Client Tax Director to manage client portfolios and provide tax advice.This role involves working closely with partners and opportunities for client ownership and business development.Ideal candidates will be CTA/ACA/ACCA qualifi

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.

Drive new business generation across Germany and Austria by originating and converting new institutional private wealth partnerships aligned with ROYC’s Wealth Solutions framework. You are expected to bring strong first-hand knowledge of: the German and Austrian private banking and wealth manageme

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. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate I

The role involves advising high net-worth clients on UK and international tax matters, trust structuring, and wealth planning. The ideal candidate will have 3-7 years of post-qualification experience and a strong background in private wealth.

A Wealth Management Firm in the East Midlands is seeking a Reward Partner to support the delivery of compensation and benefits programmes.

A leading fintech company based in London is seeking a Compliance Manager to guide regulatory submissions and policy updates while collaborating with product teams to develop innovative offerings.Required skills include strong writing ability, attention to regulatory details, and a thorough understa

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

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.The ideal candidate should posse

A leading financial consultancy in London is looking for motivated individuals to join their Graduate Analyst programme in Asset & Wealth Management.