Wealth jobs in WickfordCreate job alerts

Salary: Up to £65,000 (depending on experience) Location: United Kingdom - Remote TechOhana has collaborated with a flourishing Wealth Management end user who is searching for a Senior Salesforce Administrator to take charge of their Salesforce platform and drive its optimisation to deliver excep...

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...

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: ...

You’ll be working for a growing Financial Services group operating across wealth planning, insurance, workplace pensions and international payments that combines personal, human advice with the use of innovative technology. You’ll have gained strong Compliance experience in a wealth management e

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: ...

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...

Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.

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...

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...

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...

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 f

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...

Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the w...

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: ...

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. We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handels...

What Were Looking For: ✅ 5 years of experience selling financial solutions to high-net-worth individuals (7–10 years ideal, but less is acceptable if you’re exceptional) ✅ RDR Level 4 qualification — CISI Investment Advice Diploma (IAD) preferred ✅ Proven and quantifiable track record in

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

The analyst resource will be responsible for sourcing statements from custodians and platforms from a variety of sources and formats: Online access directly to the custodian Receipt of paper statements emailed or posted to the reconciliations team from the custodian Data files sent by Custodians ...

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners. The IFA Administrator will summarise and gather information for Wealth Planners for Recommendation Reports and will be the ...

The Role The Wealth Management Trainee role is a fantastic opportunity for a driven and ambitious individual, keen to progress within Investment Management/Wealth Planning and with a desire to become an Investment Manager/Wealth Manager or a Wealth Planner longer term. The successful candidate wi...

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 whilst providing a high level of client service and support. Minimum of 2 years’ experience in a similar Paraplanner or...

The Role: The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals. The Candidate 1-2 years’ experience in a Financial Planning administration / Wealth Planning Support. Specialising in Ultra Hig

This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group.Here's a bit mor...

The Company: A highly regarded boutique Investment Management The Role: 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 whilst providing a high level of client service...

The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice. Financial Planning administration / Wealth Pl...

The Role – Associate Wealth Manager Looking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years o...

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...

Job Title: EMEA, Wealth, Client Services Lead Location: London Industry: Alternatives, Wealth Job Advert: MM13651 A leading global $1TRN AUM alternative asset manager is seeking a EMEA Client Service Lead for Wealth.

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...

Inside IR35, Programme Manager, Wealth Management , Axelos MSP , Building and Launching Commercial platforms, Agile, APM Programme, Project Delivery, Programme Communication, Requirements and Solutions, Transformation My leading wealth management client is looking for a Programme Manager to work ...

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. We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handels...

Technical Responsibilities: Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service. Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment deci...

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...

Role Summary To provide comprehensive and high-quality secretariat support to all group company Boards, Board Committees, working closely with Board members and the Executive Committee To oversee and periodically review the overall corporate governance framework for the organisation and ensure it...

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...

Partner - Private Wealth - Cambridge with flexible/hybrid working. To continue building upon the firm’s excellent reputation for offering superb, specialist services to their private wealth clients. Private Wealth intersects with several other core groups within the firm, such as the sports and e...

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...

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

Martis Search are representing a Mayfair based start-up “Single Family Office/ Wealth Management company” to hire a joint “Chief Operating Officer (COO)/ Chief Financial Officer (CFO). Our client is ideally looking for either an ACA, ACCA, or CIMA “Fully Qualified Accountant” with ideally

BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.

Would you like the opportunity to join aleading international law firm working with high net worth clients? Partner - Private Wealth - Cambridge with flexible/hybrid working Client One of the top private client teams in the UK and recognised by all major guides to the UK legal profession Role To ...

This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group.Here's a bit mor...

Job Description Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Mana...

The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals. Financial Planning administration / Wealth Planning Support. Specialising in Ultra High Net Worth and Investment Management and Wealth Pla...

Job Description Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Mana...

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners. A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. T...