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GRADUATE WEALTH MANAGEMENT ASSOCIATE

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...

CompanyOval Recruit
AddressSouth East
CategoryBanking
Salary£30,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted 19 hours ago See detail

Graduate Wealth Management Associate New

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...

Junior Paraplanner - HNW Wealth Management New

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...

Wealth & Investment Associate New

Oval Recruit

South East

£30,000 - £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...

Assistant Paraplanner / Paraplanner - excellent career opportunity

Oval Recruit

Surrey, England

Competitive salary

A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recruit a career oriented individual into their expanding paraplanning team. Working in a team environment...

Senior Consultant & Consultant Opportunities - Pension Projects, Data & De-Risking

Oval Recruit

South East

Competitive salary

The company are ideally looking for candidates at different levels, but those with good DB Pension Scheme knowledge, those with experience or an interest in project work, client relationship management skills, project management a...

Paraplanner - HNW Wealth Manager & Investment Management Firm

Oval Recruit

Oxfordshire, England

Competitive salary

Conducting extensive research and providing consultants with technical assessments and reports based upon risk profiles. Analysis the clients current tax position and make recommendations for the future. Conducting in depth meetin...

DB Pensions Administrator - Home / Flexible Working Options

Oval Recruit

London, England

£26,000 - £35,000 per annum

Work with a portfolio of clients, developing an awareness for their needs and requirements. Perform complex calculations as required. Check more junior team members calculations and assist where needed. Develop an understanding of...

Senior DB Pensions Administrator - Home / Flexible Working Options

Oval Recruit

London, England

£35,000 - £45,000 per annum

Take ownership and develop relationships with a key portfolio of clients. Ensure they received the best possible service and help everyone around you deliver to expectations. Keep undated with legislation or industry changes which...

Pensions Scheme Administration Manager - DB Schemes

Oval Recruit

Hampshire, England

Salary negotiable

Taking a proactive approach to a wide range of Pensions Administration, Management and Consultancy tasks. Being the key contact for a designated portfolio of clients, developing lasting relationships and providing high and consist...

Junior Paraplanner / Wealth Management Support

Oval Recruit

Kent, England

Competitive salary

Manage client administration, documentation and the processing of new business applications, ensuring all systems are updated. Work closely with the paraplanning team ensuring clients are updated and managed professionally at all...

Wealth Management Administrator -

Oval Recruit

Wiltshire, England

£23,000 - £27,000 per annum

Acting as a point of contact for client enquiries, answering questions and finding relevant information. Liaising with third party providers to process business applications, answer queries, and raise any issues. Complete fund tra...

Senior & Pensions Project Consultant - GMP, Buyout Equalisation, TPR Reporting

Oval Recruit

West Yorkshire, England

Competitive salary

Lead and manage a range of projects end to end. Co-ordinate junior members of staff who are part of the project team. Act as a point of contact for clients, helping explain complex issues and reporting. Attend client and trustee m...

Senior Pensions Project Manager (Public Sector Schemes) - Remote or Hybrid

Oval Recruit

West Yorkshire, England

Competitive salary

As a Senior you will lead and manage a range of projects end to end. Set the parameters of each projects and deliver within agreed timescales and budgets. Assist with the production of Tender documents and project plans. Act as a...

Senior DC Pensions Consultant

Oval Recruit

South East

Competitive salary

The team who currently manage some of the UKs largest DC Schemes are highly regarded as market leaders and bring an independent, technology led innovative approach to clients. As a multi-award winning organisation who are proud o...

DC Pensions / Investment Consultant -

Oval Recruit

South East

Competitive salary

Devising and interpreting DC investment modelling to identify suitable investment strategy. Help develop suitable client investment structures. Conduct DC provider exercises, overseeing investment management selection, providing a...

Pensions Project Analyst (Public Sector Schemes) - Hybrid or Remote

Oval Recruit

West Yorkshire, England

Competitive salary

As a company they look to recruit strong team players who enjoy working in a collaborative environment. You will also have significant input into business improvement efficiencies, process changes and ideas which help the team dev...

Senior & Pensions Project Consultant - GMP, Buyout Equalisation, TPR Reporting

Oval Recruit

Berkshire, England

Competitive salary

Lead and manage a range of projects end to end. Co-ordinate junior members of staff who are part of the project team. Act as a point of contact for clients, helping explain complex issues and reporting. Attend client and trustee m...

Senior & Pensions Project Consultant - GMP, Buyout Equalisation, TPR Reporting

Oval Recruit

Avon, England

Competitive salary

Lead and manage a range of projects end to end. Co-ordinate junior members of staff who are part of the project team. Act as a point of contact for clients, helping explain complex issues and reporting. Attend client and trustee m...

Senior Pensions Project Manager (Public Sector Schemes) - Remote or Hybrid

Oval Recruit

Avon, England

Competitive salary

As a Senior you will lead and manage a range of projects end to end. Set the parameters of each projects and deliver within agreed timescales and budgets. Assist with the production of Tender documents and project plans. Act as a...

Senior & Pensions Project Consultant - GMP, Buyout Equalisation, TPR Reporting

Oval Recruit

West Midlands, England

Competitive salary

Lead and manage a range of projects end to end. Co-ordinate junior members of staff who are part of the project team. Act as a point of contact for clients, helping explain complex issues and reporting. Attend client and trustee m...

Pensions Project Analyst (Public Sector Schemes) - Hybrid or Remote

Oval Recruit

West Midlands, England

Competitive salary

As a company they look to recruit strong team players who enjoy working in a collaborative environment. You will also have significant input into business improvement efficiencies, process changes and ideas which help the team dev...

Senior Pensions Project Manager (Public Sector Schemes) - Remote or Hybrid

Oval Recruit

West Midlands, England

Competitive salary

As a Senior you will lead and manage a range of projects end to end. Set the parameters of each projects and deliver within agreed timescales and budgets. Assist with the production of Tender documents and project plans. Act as a...

Pensions Project Analyst (Public Sector Schemes) - Hybrid or Remote

Oval Recruit

Avon, England

Competitive salary

As a company they look to recruit strong team players who enjoy working in a collaborative environment. You will also have significant input into business improvement efficiencies, process changes and ideas which help the team dev...

Pensions Project Analyst (Public Sector Schemes) - Hybrid or Remote

Oval Recruit

Berkshire, England

Competitive salary

As a company they look to recruit strong team players who enjoy working in a collaborative environment. You will also have significant input into business improvement efficiencies, process changes and ideas which help the team dev...

Senior Pensions Project Manager (Public Sector Schemes) - Remote or Hybrid

Oval Recruit

Berkshire, England

Competitive salary

As a Senior you will lead and manage a range of projects end to end. Set the parameters of each projects and deliver within agreed timescales and budgets. Assist with the production of Tender documents and project plans. Act as a...

Trainee Financial Adviser -

Oval Recruit

Wiltshire, England

Competitive salary

Attend client meetings with an Adviser, offering technical support, advice and helping deliver client solutions. Take extensive client meeting notes, outlining clients objectives and discussed plan of action. Help manage post-meet...

Pensions Scheme Administration Manager - DB Schemes

Oval Recruit

Avon, England

Competitive salary

Taking a proactive approach to a wide range of Pensions Administration, Management and Consultancy tasks. Being the key contact for a designated portfolio of clients, developing lasting relationships and providing high and consist...

Pensions Project Manager - Remote / Office / Hybrid

Oval Recruit

West Midlands, England

Competitive salary

Manage a range of projects end to end. Assist with the production of Tender documents and project plans. Act as a point of contact for clients, helping explain complex issues and reporting. Attend client and trustee meetings, help...