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WEALTH MANAGEMENT ASSISTANT

Provide professional and proactive support to the Wealth Management Team. Enable the team to remain organised and work efficiently and effectively. Offer legal support to fee earners through administrative tasks and simple tasks o...

CompanyAvocet Legal
AddressExeter, Devon
CategoryBanking
Job typePermanent
Date Posted a week ago See detail

Wealth Management Assistant

Avocet Legal

Exeter, Devon

Provide professional and proactive support to the Wealth Management Team. Enable the team to remain organised and work efficiently and effectively. Offer legal support to fee earners through administrative tasks and simple tasks o...

a week ago seen See more...

Client Services Manager - Boutique Wealth Management Business

Pratap Partnership Ltd

United Kingdom

60000.00 GBP Annual

A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contac...

4 days ago seen

Clinical Trial Support & Operations Manager (Remote)

Proclinical Staffing

London

Negotiable

Support clinical operations & feasibility teams at assigned industry sponsors, maximizing the value of our platform in support of site feasibility/outreach for Clinical Trials. Build a network of contacts within sponsors to unders...

4 days ago seen See more...

Programme Manager (fully remote)

Intapeople

Gloucester, Gloucestershire

£65,000 - £75,000/annum

Reporting into Engineering Director, you will have a real impact on the development of products and projects globally. Due to the time differences between UK and USA, occasional out of hours meetings will also be required. Experie...

5 days ago seen See more...

Programme Manager (fully remote)

Intapeople

West Midlands, England

£65,000 - £75,000/annum

With R&D and manufacturing facilities in the UK and USA, they design, develop, and manufacture a range of cutting-edge class IIb+ medical devices, and are looking for someone to be responsible for overseeing global project progres...

5 days ago seen See more...

Sales Manager - Remote

Upfront Recruitment

Manchester, Greater Manchester

£45,000 - £80,000/annum Bonus

Business development of all gas, battery, and standby projects. Build client relationships, set targets to hit or exceed forecasts and strive in meeting customer needs. Communicate effectively with Engineering Consultants. Coordin...

5 days ago seen See more...

Administrator - Wealth Management

North Oak Recruitment

Kirton in Lindsey, Lincolnshire

£21,000 - £25,000/annum plus benefits

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...

2 weeks 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 weeks 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 weeks ago seen See more...

Client Manager - Private Wealth Services

Gurler Mae Recruitment

London, England

£50,000 - £70,000/annum

Client Manager - Private Wealth ServicesLocation: LondonType: Full Time - Office BaseSalary: Up to 70KClient Profile: Gurler Mae is proud to announce, that we are searching for aClient ManagerPrivate Wealth Services on behalf o...

a week ago seen See more...

Wealth Management Lawyer - 2-6PQE - PERM

Eximius Law

London, England

Competitive

drafting, reviewing and negotiating bespoke investment management agreements, custody, lending and other relevant documentation;. responding to ad hoc legal queries arising from the UK Wealth Management business;....

2 weeks 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 weeks ago seen See more...

Account Manager (remote)

Stuart-Harris Recruitment Consultancy

Manchester, Greater Manchester

Manage and develop a portfolio of dental clients, ensuring their satisfaction with our payment plans and services Identify new business opportunities within existing accounts and work to expand the portfolio of services offered t...

a week ago seen See more...

Corporate Tax Manager - Remote

Ernest Gordon Recruitment Limited

Leeds, West Yorkshire

£60,000/annum Remote, Health, Pension

Corporate Tax Accounting - Returns and computations. Corporate Tax Compliance. M&A Tax Advisory, including tax due diligence. CTA or ACA Qualified. Corporate Tax Compliance. Corporate Tax Accounting. M&A tax advice. Advisory or se...

a week ago seen See more...

Wealth Management Assistant

Tozers Solicitors

Exeter, Devon

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...

2 weeks ago seen See more...

Business Analyst - Wealth Management

Hays Specialist Recruitment Limited

London, England

£75,000 - £90,000 per annum

They are dedicated to holding close relationships with their clients to be able to help to create a more secure financial future. The Business Analyst will be required to work on a specific high-profile programme focussing on thei...

2 weeks ago seen See more...

Administrator - Wealth Management Firm

Robinson Financial Careers

Gwent

This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to...

2 weeks ago seen See more...

Wealth Management Assistant

Web Recruit Ltd

Exeter, Devon

Wealth Management AssistantExeter, DevonAbout UsWith offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-...

3 weeks 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...

3 weeks ago seen See more...

Wealth Management Assistant

Avocet Legal

Exeter, Devon

Competitive

Provide professional and proactive support to the Wealth Management Team. Enable the team to remain organised and work efficiently and effectively. Offer legal support to fee earners through administrative tasks and simple tasks o...

3 weeks ago seen See more...

Wealth Management Assistant

Tozers

Exeter, Devon

Competitive

Wealth Management AssistantExeter, DevonAbout UsThe Benefits- Competitive salary- 25 days' holiday, plus bank holidays, with the option to buy or sell up to five days- Pension- Travel loan scheme- Charity and social responsibility...

3 weeks ago seen See more...

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...

3 weeks 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...

3 weeks 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...

3 weeks 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....

3 weeks ago seen See more...

Sales Manager - Field / Remote Role

Office Angels

Homeworking

Competitive

21 days annual leave plus Bank holidays. An additional day off for your Birthday. Perk box including over 3,500 perks and discounts. Free internet service after 6 months of employment. Gift vouchers to treat yourself to lunch whil...

2 weeks ago seen

Senior Study Start-up Manager, UK, remote

Fortrea

Leeds, West Yorkshire

Competitive

Empower the team to advance along the Start-up career path and develop professionally. Foster confidence in team members, so they feel comfortable engaging with Project Managers and client stakeholders at different levels. Guiding...

2 weeks ago seen See more...

Client Manager - Freight Forwarding / Supply Chain - Remote

Corrigan Bentley Recruitment Ltd

Middlesex, England

£32,000 - £36,000 per annum

: A known and trusted global forwarder who provide start to finish Supply Chain solutions. You would be required to handle the end to end operations and provide a quality service as well as building relationships with key customer...

2 weeks ago seen See more...

Business Development Manager - Remote

Wec Group Limited

Homeworking

not provided

Here at the WEC Group we are excited to be expanding our ever-growing Business Development team. This is a fantastic offer for any ambitious sales professional with the opportunity offering an excellent salary and benefits package...

2 weeks ago seen

Corporate Account Manager (Remote Midlands)

Cactus Search

Homeworking

Competitive

Working with the corporate clients, managing a portfolio of relationships. Building and communicating growth and account plans to the businesses and working with the client help plan and forecast volumes (weekly, monthly and quart...

2 weeks ago seen

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