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A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, manag...

Exclusive Opportunity - High-Level Client Relationship Management.We are working exclusively with Clermont Trust, a prestigious independent fiduciary and family office services provider, in search of a Junior Relationship Manager to work directly with their Group Managing Director.This is a uniqu...

Financial Advisor (with CAS status)– SJP Practice. SJP-qualified Financial Advisor with CAS. Are you a qualified SJP Advisor with CAS status and a strong background in wealth management?.

Due to the growth of our business, we are looking for a Credit Controller to join our team as soon as possible. This role which is within our corporate credit control team, will see the successful applicant manage their own portfolio of large industrial/commercial or public sector customers. ...

We are looking for a Customer Service Account Executive to join our rapidly growing corporate customer service department. If you are experienced in working with customers and share our passion for providing high quality service, then we would love to hear from you! The Role: This role, work...

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, manag...

Senior Paraplanner (Wealth Management Firm) Package: Salary up to £50,000 - £70,000 (DOE) Location: Offices in Edgware (Northwest London) My client a forward-thinking and innovative wealth management firm is seeking a highly skilled and experienced Senior Paraplanner to join their team. As...

Clermont is an independent, values-led trust and fiduciary firm that advises and supports ultra-high net worth individuals and families with complex, cross-border needs. They act with discretion, integrity, and a strong sense of long-term stewardship for the assets entrusted to them. Their clien...

We need a strong Administrator to support our team in meeting their targets. On top of these great benefits, we also continue to invest in our people through a wealth of development opportunities, supporting you to get the most from your career!. An annual focus on wellbeing with events and activ...

An annual focus on wellbeing with events and activities to support your health, wealth and inner-self! - An opportunity to support our charity partners, or to give back to important causes by fundraising or volunteering our time. You’ll be delivering first class service at all times when supporti...

Attending high-level client meetings, taking notes, and executing follow-up actions * Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning * Managing fee negotiations and disputes, ensuring transparent and fai...

Attending high-level client meetings, taking notes, and executing follow-up actions * Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning * Managing fee negotiations and disputes, ensuring transparent and fai...

Attending high-level client meetings, taking notes, and executing follow-up actions * Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning * Managing fee negotiations and disputes, ensuring transparent and fai...

Job Description About Us Benchmark Capital is a leading financial services group supporting financial advisers and wealth managers.With innovation at our core, we provide best-in-class technology, compliance support, and investment services to help firms grow and serve their clients effectively.A...

Attending high-level client meetings, taking notes, and executing follow-up actions * Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning * Managing fee negotiations and disputes, ensuring transparent and fai...

An annual focus on wellbeing with events and activities to support your health, wealth and inner-self! - An opportunity to support our charity partners, or to give back to important causes by fundraising or volunteering our time. Employee self-sacrifice Electric Vehicle scheme, with a wide range ...

Job Description Exclusive Opportunity - High-Level Client Relationship Management We are working exclusively with Clermont Trust, a prestigious independent fiduciary and family office services provider, in search of a Junior Relationship Manager to work directly with their Group Managing Director...

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-gro...

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-...

Audit Manager - International Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. Ideas | People | Trust We're BDO. An accountancy and business advisory firm, provid...

An exciting role for a Group Tax Manager has arisen working for a global financial services group with a strong foothold in wealth management and capital markets. This is an autonomous role where you will have management for compliance and reporting obligations across all taxes. Additionally, yo...

Role: Quantity Surveyor & Estimator / Senior Quantity Surveyor / Estimator Kamm Group Site engineers Adam McCormack and Keith McWilliams founded the civil engineering division of KAMM Group over 25 years ago. Since then, the business has developed a strong reputation as a leading civil engine...

With a wealth of experience and a solid reputation, they excel in delivering exceptional outcomes throughout the construction and renovation processes.

*Functional Assessor* Apply fast, check the full description by scrolling below to find out the full requirements for this role. *Location:* Hybrid/ Home based, GB *Contract Type: *Full Time Here at Serco, we deliver health assessments that help determine eligibility for benefits on behalf of th...

Social network you want to login/join with: Head of Data Engineering & Governance, watford, hertfordshire.Other - EU work permit required:.Yes col-narrow-right Job Views:.Head of Data Engineering & Governance Investment & Wealth Management Hybrid (3 days at home with 2 days traveling in the UK) £...

Social network you want to login/join with: Compliance Consultant, Watford, Hertfordshire. Home Based We are working with a well-established and growing compliance consultancy firm specialising in providing tailored compliance support to Independent Financial Advisers (IFAs) and wealth management...

Attending high-level client meetings, taking notes, and executing follow-up actions * Eventually acting as a primary client contact, delivering tailored advice on fiduciary structures, financial strategies, and wealth planning * Managing fee negotiations and disputes, ensuring transparent and fai...

As part of the Global Wealth Planning team, you will deliver UK wealth planning expertise globally, managing a team and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic, goal-aligned solutions. UK to lead the strategic development and ...

Are you ready to make a meaningful impact on young lives? Do you have a wealth of experience and a passion for education that you’re eager to share? Then a tutoring role could be what you are looking for! TP-Tutors is on the lookout for experienced Chemistry Tutor.

Skills needed for Private banker/Relationship Manager Proven track record in private banking / wealth management A strong, portable book of AuM (ideally $100M+ depending on region) Experience managing HNW / UHNW client relationships Regulated and licensed to operate in relevant jurisdictions Entr...

Part-Time Compliance Manager (3 days per week)Wealth ManagementLocation: Predominantly Remote but with 2 days per month in the London officeSalary: To £85k + benefits (FTE)Looking for a flexible working opportunity that does not mean putting your career on hold?Or simply looking for a stepping st...

What You’ll Be DoingHere’s a snapshot of what your day-to-day might look like:Supporting consultants with technical and investment advice across all areas of wealth managementPreparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile

About Us Benchmark Capital is a leading financial services group supporting financial advisers and wealth managers. With innovation at our core, we provide best-in-class technology, compliance support, and investment services to help firms grow and serve their clients effectively. As part of the...

This firm offers one of the most comprehensive and diverse investment propositions in the wealth management industry, providing exceptional career opportunities for ambitious Wealth Managers and Independent Financial Advisors (IFAs) who are looking to add sophisticated and high grade investment o...

The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. Experience working with Asset & wealth Management firms – very beneficial. Leading Big4 consultancy in London is now looking for an accomplished Management Consu

You’ll have gained strong Compliance experience in a wealth management environment and will ideally hold a Level 4 Diploma in Financial Planning (or similar). You’ll have an excellent working knowledge of FCA regulations impacting the wealth management arena and will be confident operating as ��

Project description Our Wealth Management client is Implementing a new 3rd party Wealth Advice / Financial Planning (FP) system into a core Wealth Advice proposition. This will include implementing the 3rd party application (Iress X-plan) end to end including the digital portal to replace an exis...

Are you a Wealth Manager based in London, with a network of UHNW clients and track record in prospecting and onboarding new clients to banks? My client is a well known name in the UK Wealth Management world and are looking for experienced client managers to build and maintain their own portfolio ...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Private Equity - Director of Private Wealth & Institutional Relations - UK Market Requirements for Private Wealth: 15 years working directly with clients in the private wealth sector (Family Offices, UHNWI. Proven success in previous client relationship positions held at Private Banks, Asset Ma

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

As part of its strategic growth in Europe, the firm is looking to reinforce its Sales team by hiring an experienced professional to lead its Wholesale & Wealth efforts in the UK market.

We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handelsbanken Wealth Associate Client Directors (ACDs) within the Private Office team, as well as providing excellent delivery of services to regulated advisers and their clients. Handelsbanken Weal...

Platform vendor) Mid & Snr Project Managers (Wealth / Investments) Permanent positions x3 Salary: 80k - 90k GBP base Hybrid working Office: London As a PM have you implemented Wealth / Investment platforms into clients? Our client is one of the worlds largest wealth & investments service pro

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.What We Offer: ...

This role is based outside the UK and commences in Mauritius in August for 8 weeks before relocation to an international office of your choice.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to la...

You must have a proven background in the Wealth sector and also combine this with the commercial experience to be in consideration (ideally with Axelos MSP/APM experience) Key areas Proven background in the delivery of Wealth Management platforms Ability to deliver assigned programmes in accordan...