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Full-time Wealth Management Consultant jobs in South East

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MANAGING CONSULTANT TRANSFORMATION/PROCUREMENT ADVISORY

Stakeholder Engagement: Collaborate with senior business and technical stakeholders to understand their strategic objectives and pain points, able to influence these to a senior level.Communicate the value and potential impact of...

CompanyCedar
AddressSouth East
CategoryHuman Resources
Salary£70,000 - £85,000 per annum
Job typePermanent, full-time
Date Posted 6 days ago See detail

Managing Consultant Transformation/Procurement Advisory

Cedar

South East

£70,000 - £85,000 per annum

Stakeholder Engagement: Collaborate with senior business and technical stakeholders to understand their strategic objectives and pain points, able to influence these to a senior level.Communicate the value and potential impact of...

6 days ago seen See more...

Management Consultant

Polar Recruitment Services

Surrey, England

£100,000 - £110,000 per annum

Previous Management Consultancy experience in a leadership position. Proven account management and business development experience. Senior stakeholder management experience. Experience structuring and negotiating complex deals wit...

6 days ago seen See more...

Wealth Management Administrator

Carousel Consultancy Ltd

Hampshire, England

£28,000 - £32,000 per annum

Providing comprehensive, professional administrative support to clients, financial advisors, senior management and the wider team. Processing new and existing business and maintaining accurate reporting. Assisting with monthly inv...

6 days ago seen See more...

Operations Management Consultant

Efinancialcareers

South East

Competitive salary

Transaction & Trade Reporting Experience: Experience in Regulatory Trade and Transaction Reporting, covering UK/EU regulations such as SFTR, MIFID II, EMIR. Data Analysis: Ability to analyze transaction reporting data from trade r...

7 days ago seen

Wealth Management Assistant - Remote

Brevere Group

South East

£26,000 - £31,000 per annum

Responsible for the client review process. Effectively responding to queries from clients and other parties. Liaising with clients to arrange meetings. Assisting with the creation of suitability letters and reports. Complying with...

7 days ago seen See more...

Wealth Manager - Sussex - Brighton Areas

Efinancialcareers

East Sussex, England

Competitive salary

Here's what else you'll be able to do in this role: * Manage and support a portfolio of high value premier customers* Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting th...

7 days ago seen See more...

Wealth Manager - Sevenoaks & Tunbridge Wells Areas

Efinancialcareers

Kent, England

Competitive salary

Here's what else you'll be able to do in this role: * Manage and support a portfolio of high value premier customers* Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting th...

7 days ago seen See more...

Wealth Manager - Surrey - Guildford

Efinancialcareers

Surrey, England

Competitive salary

Here's what else you'll be able to do in this role: * Manage and support a portfolio of high value premier customers* Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting th...

7 days ago seen See more...

Wealth Management, Marcus, Content Design / Copy Writer, Associate, London

Efinancialcareers

South East

Competitive salary

Be the owner for content across Marcus.co.uk. Write impactful, simple content to support user journeys and actions across all of our channels (web, app, email, SMSs and letters). Ensure that copy meets brand tone and find ways to...

7 days ago seen

Wealth Manager - Sevenoaks & Tunbridge Wells Areas

Hsbc

Maidstone, Kent

We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. Youll support every aspect of a customers financial li...

a week ago seen See more...

Asset & Wealth Management, Vice President, Fundraising/Strategic Capital - London

Efinancialcareers

South East

Competitive salary

New Product Launches: Lead business development initiatives and strategic planning for new fund launches (including co-investments). Marketing Materials & Investor Communications: Work collaboratively with business leaders and var...

2 weeks ago seen

Managing Consultant/Senior Manager

The One Group

South East

£75,000 - £115,000 per annum

Advising clients on HR service design and changing operating models that result from the deployment of technology and automation. Supporting clients with a case for change, defining where there are opportunities to make changes an...

2 weeks ago seen See more...

GRADUATE OPPORTUNITY (Wealth Management) - City of London - c £25k plus...

Financial Divisions

South East

£20,000 - £25,000 per annum

Due to their success, they are now looking to offer this excellent opportunity to a dynamic and talented individual with accounts experience gained within Financial Services. Opportunity Highlights ** Excellent opportunity within...

2 weeks ago seen See more...

Wealth Management, Strategic Asset Allocation Team, Analyst, London Arabic language required

Efinancialcareers

South East

Competitive salary

Basic Qualifications- Strong communication skills, especially the ability to explain complex technical concepts in simple terms - Strong inter-personal skills and a passion to engage with clients - Attention to details, patience,...

2 weeks ago seen

Finance Management Consultant

Lynx Recruitment Ltd

South East

£70,000 - £80,000 per annum, negotiable

Manage complex Risk and Compliance consultancy projects. Build strong client relationships and provide solutions. Analyse challenges and opportunities, offering strategic recommendations. Mentor team members and promote continuous...

2 weeks ago seen See more...

Junior Management Consultant

West Sussex County Council

West Sussex, England

£23,500 - £23,893 per annum

Collecting, analysing and interpreting data. Conducting research. Communicating with colleagues, stakeholders, supply chain partners and customers. Organising the logistics of projects. Contributing to report writing. Using statis...

2 weeks ago seen See more...

Technology Consulting Manager - Glue UK

Efinancialcareers

South East

Competitive salary

Deliver class leading product solutions to our customers & realise business outcomes by leveraging architecture & technology. Driving the product architecture direction and strategy; definition and delivery of the technical aspect...

6 days ago seen

Senior IT Consulting Manager

K-People Europe Limited

Surrey, England

£90,000 - £110,000 per annum

(10) Produce reports for internal use (weekly, monthly basis) (11) Provide strategic account management for helping customers to achieve their objectives via our IT projects proposing. [Requirements](1) Must have minimum 5 years...

7 days ago seen See more...

Senior BD Manager- Private Wealth

Carter Murray

South East

Salary negotiable

This Senior Business Development Manager- Private Wealth role sits within a leading law firm who are looking for a Business Development professional to join the team to lead on the strategic objectives for their forward thinking P...

a week ago seen

Marketing Manager - Wealth Management

Cv Screen

Surrey, England

The role is office based in Guildford and a salary of up to 50,000 is available.ROLE DETAILSYour role as a Marketing Manager will be responsible for working with the Head of Global Operations and all suppliers of design, copywrit...

a week ago seen See more...

Practice Operations Manager - Wealth Planning

Cranleigh Personnel

South East

£50,000 - £65,000 per annum

Min 4 years working within an IFA practice. University degree. Impeccable written and spoken English. Strong communication skills, client-facing and inter-company. High level of numeracy. Technologically competent, using new softw...

2 weeks ago seen

Management Consultant

Ncounter

Middlesex, England

£70,000 - £80,000 per annum

Management Consultant If you are an experienced Programme Lead with a focus on delivery and come with exposure to governmental domains, making key digital and data strategy decisions, please read on! We are searching for individua...

a month ago seen See more...

Graduate Wealth Management Associate

Oval Recruit

South East

£30,000 - £35,000 per annum

Maintain contact with clients, resolve queries, direct enquiries, and manage the relationship in a professional manner. You will also need to display excellent communication skills, a strong work ethic and desire to do well and...

2 months ago seen See more...

Junior Paraplanner - HNW Wealth Management

Oval Recruit

South East

£35,000 - £43,000 per annum

Maintain contact with clients, resolve queries, direct enquiries, and manage the relationship in a professional manner. You will also need to display excellent communication skills, a strong work ethic and desire to do well and...

2 months ago seen See more...

Technical IFA Administrator (Wealth Management) - Weybridge - Salary up to £32 -36k

Financial Divisions

Surrey, England

£32,000 - £36,000 per annum

They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge i...

2 months ago seen See more...

Compliance Suitability - Wealth Manager

Merje Ltd

South East

£60,000 - £65,000 per annum

Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority. Proactively contact internal c...

2 months ago seen See more...

Wealth Management Administrator

Artemis Recruitment Consultants Ltd

Surrey, England

£20,000 - £28,000 per annum

Prepare and package financial planning reports for the Financial Planners and their clients. Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters....

2 months ago seen See more...

Senior Managing Consultant - Forensic Disputes

Austin Rose

South East

£90,000 - £105,000 per annum

Your first expert appointment could be closer than you think If you are a disputes focused forensic accountant, you will want to know about this career defining opportunity with a rapidly expanding global consulting/advisory firm...

2 months ago seen See more...

IT Service Management Consultant - Recent Banking experience

Vallum Associates Limited

South East

£500.00 - £520.00 per day

IT Service Management Consultant - Recent Banking experience Rate: 500-520 a day Inside IR35 Role: Service Management Consultant We seek someone with strong Service Management, Change management, and Service Now experience. Some...

2 months ago seen See more...

Wealth Management, Wealth Management Professional, Analyst, London

Efinancialcareers

South East

Competitive salary

Leverage your operational background and experience to contribute to a growing business. Work closely with Private Wealth Advisors to support their PWM clients. Identify opportunities for and coordinate wealth advisory services wi...

2 months ago seen See more...

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