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ADMINISTRATOR - WEALTH MANAGEMENT

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

CompanyNorth Oak Recruitment Ltd
AddressLincolnshire, England
CategoryAdministrative
Job typeContract, full-time
Date Posted a month ago See detail

Administrator - Wealth Management

North Oak Recruitment Ltd

Lincolnshire, England

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

a month ago seen See more...

Wealth Management Assistant

Tozers

Devon, England

Competitive salary

Wealth Management AssistantExeter, DevonAbout UsWith 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses and individuals, both locally and nationally.The Benefits- Competitive salary- 25...

a month ago seen See more...

Wealth Management Administrator

Capio Recruitment Financial Planning

Northamptonshire, England

R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable. Experience of working within a Financial services firm would be advantageous. Excellent communicati...

a month 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....

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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...

Asset & Wealth Wealth Management Alternatives - COO - Associate - London

Efinancialcareers

South East

Competitive salary

Playing a key role in driving global initiatives to streamline currently in-place process and/or to support business development. Facilitating the internal Credit Investment Committee process and deal allocation. Coordinating inve...

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Wealth Management Administrator

Burgh Recruitment Ltd

London, England

£28,000 - £34,000 per annum

Dealing with a wide variety of administrative tasks supporting colleagues and clients of the Practice. Dealing with enquiries and correspondence from clients and providers by email and phone. Booking in review meetings and prepari...

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Legal Secretary - Private Wealth Hybrid Working!

Ryder Reid Legal Ltd

South East

£38,000 - £39,000 per annum

Taking phone calls. Managing email enquiries. Diary management. Drafting correspondence. Travel arrangements. Organising client meetings....

2 months ago seen See more...

Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified

Efinancialcareers

Avon, England

Competitive salary

The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to mak...

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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...

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Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified

Efinancialcareers

Lancashire, England

Competitive salary

The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchesteroffice. The Training & Competence Advisor will undertake file reviews to m...

2 months ago seen See more...

Tax Senior - Private Management Taxes

Ernst & Young Llp

London, England

Competitive

Build and maintain relationships with clients. Proactive business development to win new work. Support of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practica...

2 months ago seen See more...

Wealth Management-London-Analyst-Strategic Asset Allocation Team

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,...

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Financial Administrator/IFA Administrator/Wealth Management - Hybrid - Colchester -£27,000 &...

Financial Divisions

Essex, England

£22,000 - £27,000 per annum

They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families. Due to a growing number of new...

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Senior Administrator - Wealth Management

Njr Recruitment Ltd

Wythenshawe, Greater Manchester

£25,000 - £28,000/annum

Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.The successful Candidate will be responsible for;" Point of cont...

2 months ago seen See more...

Wealth Management-London-Analyst-Client Onboarding & Configuration

Efinancialcareers

South East

Competitive salary

Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process. Ensur...

2 months ago seen See more...

Compliance Advice Quality - Wealth Management (Manchester)

Pavilion Recruitment Solutions

Lancashire, England

£40,000 - £45,000 per annum

Provide quality assurance over the advice provided by the Financial Planners. Conduct suitability assessments across a range of different product types (e.g. Pensions, Investments, High Risk products). Review and grade the quality...

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Senior Enterprise Architect - Wealth Management

Efinancialcareers

South East

Competitive salary

Working with others in the Platform Strategy & Architecture function, based on group strategic needs, help develop technology strategies and roadmaps. Hands-on Enterprise Architecture experience with a can-do attitude and desire t...

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Private Wealth & Inheritance Fee Earner

Law Staff Limited

Hampshire, England

Competitive salary

This role is a beacon for those who are not just seeking a job, but a chance to excel in a supportive and collaborative environment.Ideal candidates will possess a blend of ambition, organisation, and charisma. The firm values tho...

2 months ago seen See more...

Wealth Management Administrator

Blakemore Recruitment

Gerrards Cross, Buckinghamshire

£30,000 - £36,000 Annual

Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations. Provisi...

2 months ago seen See more...

Private Wealth Tax Advisory Director - Bristol

Brewer Morris

Bristol, Bristol

GBP110000 - GBP130000 per annum + Cash allowance and benefits

Maintain an in-depth, up-to-date knowledge of relevant tax legislation and practice. Serve as an expert in your specialist field, adept at handling complex tax issues. Educate and advise clients on tax strategies tailored to their...

2 months ago seen See more...

Private Wealth Partner

G2 Legal Limited

South East

To be successful in this exciting new role you will be an existing City or West End partner with a track record of business development and an established client following. This opportunity will allow you to put your own mark on...

2 months ago seen See more...

Entry Level - Wealth Management Administrator

Mbf.

Essex, England

Prepare information for reports. Liaise with third parties including providers to obtain information. Maintain accurate client information on the internal back office system. Assist with onboarding new clients. Opening and handlin...

2 months ago seen See more...

SENIOR IFA ADMINISTRATOR (in wealth management) - London - Salary to £40k plus...

Financial Divisions

South East

£35,000 - £40,000 per annum

exceptional benefits package including bonus , generous holidays, hybrid working, excellent pension scheme amongst others. Opportunity Highlights ** Perfect opportunity for a Senior IFA Administrator who enjoys playing an importan...

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Private Client Tax Assistant Manager

Pro-Tax

London, Greater London

GBP55000 - GBP65000 per annum + excellent benefits package

Manage the self assessment compliance process for certain strategically important, high value, and/or technically complex clients, with support from colleagues where appropriate.Build up a wide understanding of your clients' tax a...

4 weeks ago seen See more...

Private Client Tax Senior Manager

Buckley Consulting

London, England

To £90,000 + Benefits

The Private Client Tax team continues to expand and the firm is keen to ensure that work loads are effectively managed. You will be responsible for a portfolio which will include UHNW and HNW, entrepreneurs, non-UK domiciled and n...

4 weeks ago seen See more...

Private Client Tax Advisory Manager - Birmingham

Pro-Tax

Birmingham, West Midlands

GBP60000 - GBP70000 per annum + Top Benefits Package + Flexi Working

Complete flexibility to work from home up to 3 days a week. Working with an interesting portfolio of clients where variety is key. Collaborating with a team that are cohesive with a family feel. Good earning potential without stri...

4 weeks ago seen See more...

Private Client Tax Manager

Pro-Tax

London, England

GBP67000 - GBP77000 per annum + excellent benefits package

With a CTA qualification in your armoury and using your sensational advisory skills, you will be responsible for providing expert tax advice to high net worth individuals, entrepreneurs, and business owners. Take your career to th...

4 weeks ago seen See more...

Private Client Tax Assistant Manager - Birmingham

Pro-Tax

Birmingham, West Midlands

GBP50000 - GBP60000 per annum + Top Benefits Package

Experience of advising on BPR, ATED, shareholder planning and/or trusts, would also be valued.In return, you'll join a genuine meritocracy and enjoy a personable, supportive and sociable environment. Hyrbid working is standard wit...

4 weeks ago seen See more...

Private Client Tax Senior Manager - 100% Advisory

Pro-Tax

Birmingham, West Midlands

GBP80000 - GBP95000 per annum + Excellent Pension + Bonus + Bens

As the Private Client Tax Senior Manager you will manage a portfolio of clients ranging from HNWI's, Non-Domiciled Residents, Partnerships, Entrepreneurs and Directors throughout the midlands. You will also be aiding with the deve...

4 weeks ago seen See more...

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