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CLIENT SUPPORT - WEALTH MANAGEMENT

A very good opportunity has become available to join the Wealth management arm of an Accountancy practice in the Leeds area. The position is key to the department and is to support one of the highest producing wealth planners, by...

CompanySt Resourcing Ltd
AddressWest Yorkshire, England
CategoryBanking
Salary£27,000 - £32,000 per annum, negotiable
Job typePermanent, full-time
Date Posted 6 days ago See detail

Client Support - Wealth management

St Resourcing Ltd

West Yorkshire, England

£27,000 - £32,000 per annum, negotiable

A very good opportunity has become available to join the Wealth management arm of an Accountancy practice in the Leeds area. The position is key to the department and is to support one of the highest producing wealth planners, by...

6 days ago seen See more...

Acquisition/Integration Support-Private Client Wealth Management-City

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

Strong communication skills at all levels. Methodical approach with the ability to prioritize and manage multiple tasks. Team-oriented mindset with the ability to work independently. Advanced IT skills with a focus on MS Excel. In...

6 days ago seen See more...

Acquisition/Integration Support -Private Client Wealth Management-

Financial Divisions

London, England

30000.00 - 35000.00 GBP Annual

This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. While experience in Wealth Management or financia...

a week ago seen See more...

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...

3 weeks ago seen See more...

Private Wealth Management Operations, Client Onboarding KYC Vice President- London

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. Devel...

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...

Administrator - Wealth Management

North Oak Recruitment Ltd

Gainsborough, Lincolnshire

£21,000 - £25,000 Annual

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...

4 days ago seen See more...

Investment Management - Client Relationship Management Governance Support - Associate/Senior Associate

Efinancialcareers

South East

Competitive salary

MSIM offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Morgan Stanley. Our skilled and creat...

5 days ago seen

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...

5 days ago seen See more...

Software Engineer - Analyst - Asset & Wealth Management - Birmingham

Efinancialcareers

West Midlands, England

Competitive salary

The Private Wealth Management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset classes for very high net worth individuals. PWM...

5 days ago seen See more...

Wealth Manager

Travail Employment Group

Eastbourne, Durham

Competitive

Preparation of trust accounts, tax returns and IHT forms. Handling trust administration tasks, such as TRS and CRS. Reviewing trust tax returns and accounts prepared by others, and offering feedback and training. Assisting with es...

5 days 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...

a month ago seen

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 month ago seen See more...

Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Gloucestershire, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

2 months ago seen See more...

Client Services Manager - wealth management - 2 days office / 3 days home

Reed Insurance

Somerset, England

£42,000 - £55,000 per annum, inc benefits

Purpose of the role To lead teams within the business in a way that supports delivery of service excellence and operational efficiency. Coach individuals to achieve high performance; support with Training and Personal Development...

2 months ago seen See more...

Senior Manager, Client Solutions

Mufg Pension & Market Services

London, England

Youll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycl...

5 days ago seen See more...

Wealth Manager - Staffordshire - Lichfield

Hsbc

Lichfield, Staffordshire

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...

6 days ago seen See more...

Wealth Management Administrator

Carousel Consultancy

Portsmouth, Hampshire

£28,000 - £32,000/annum + great benefits (hybrid)

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...

Interim Revenue Support - Global Asset Management Client

Robert Half

South East

Assist in the preparation of journal entries, financial analyses and financial statements including supporting documentation, income statements and balance sheets and other financial statements and reports and monthly account reco...

6 days ago seen See more...

Construction Consultancy Project Manager (Client Side)

Monaghans Ltd

London, England

not provided

Construction Consultancy Project Manager (Client Side)Location: London basedSalary: Competitive, DOE + Excellent BenefitsContract: Full time, permanent. 37.5 hour working week; Monday to Friday.Benefits: Flexible working for all s...

6 days ago seen See more...

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...

6 days ago seen See more...

Wealth Manager - Oswestry Area

Efinancialcareers

Shropshire, 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...

6 days ago seen See more...

Wealth Management Administrator

Positive Recruitment Consultants Ltd

Grimsby, Lincolnshire

30000.00 GBP Annual

Due to continued expansion my client is looking to recruit a Senior Administrator to join their Wealth Management Company in Grimsby. This can be full time or part time hours and will be permanent.Previous experience within a simi...

6 days ago seen See more...

Wealth Manager - Yorkshire - York

Efinancialcareers

North Yorkshire, 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...

6 days ago seen See more...

Wealth Manager - Wiltshire - Salisbury

Efinancialcareers

Wiltshire, 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...

6 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...

6 days ago seen See more...

Wealth Manager - Merseyside - Liverpool

Efinancialcareers

Merseyside, 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...

6 days ago seen See more...

Wealth Manager - Greater Manchester - Manchester

Efinancialcareers

Roxburghshire

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...

6 days ago seen

Wealth Manager - Aberdeen Area

Efinancialcareers

Aberdeenshire, Scotland

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...

6 days ago seen See more...

Wealth Manager - Bromsgrove

Efinancialcareers

Worcestershire, England

Competitive salary

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 them through key life events such as investing for your...

6 days ago seen See more...

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What companies are hiring for Wealth Management Client jobs?

The top companies hiring now for Wealth Management Client jobs are Age Partnership Limited,

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