Wealth Management Client jobs

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QUALITY ASSURANCE ADVISOR , T&C , WEALTH MANAGEMENT , FINANCIAL PLANNING , LEVEL 4 QUALIFIED

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...

CompanyEfinancialcareers
AddressAvon, England
CategoryBanking
SalaryCompetitive salary
Job typePermanent, full-time
Date Posted 2 months ago See detail

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...

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...

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...

Planning Manager - Client Side

Penguin Recruitment

Glasgow, Scotland

£40,000 - £55,000/annum

Produce site assessments, detailed examination of planning histories, policy analysis, interpretation and consideration of material considerations for new site appraisals. Prepare and project manage different types of planning app...

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,...

Title - Property Accounts Manager - Client Side Location - London £60k - £70k

Osborn Executive Recruitment

South East

£60,000 - £70,000 per annum

Responsible for the management of the property accountants; to ensure accurate records are maintained and tasks complete within time frames set. Make improvements to processes which lead to efficiencies, reduce the risk of errors...

Senior Manager / Client Manager

Rekroot

West Midlands, England

Salary negotiable

Flexible and remote working alongside a culture that promotes work / life balance. Commitment to continued learning & development. 25 days holiday plus Bank Holidays. Life Assurance up to 4x salary and contribution towards the Fir...

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...

Senior Manager / Client Manager

Rekroot

Warwickshire, England

Salary negotiable

Flexible and remote working alongside a culture that promotes work / life balance. Commitment to continued learning & development. 25 days holiday plus Bank Holidays. Life Assurance up to 4x salary and contribution towards the Fir...

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...

Accounts Manager/Client Manager - Dynamic Firm of Accountants - Warrington

Rekroot

Cheshire, England

£38,000 - £45,000 per annum

Managing a portfolio of clients, reporting to partners and directors. Reviewing statutory year-end accounts. Confirming arrangements with our clients. Briefing and overseeing staff on assignments, providing on-the-job training, li...

Construction Project Manager - Client Side

Reed Talent Solutions

London, England

£52,242 - £67,836 per annum, inc benefits

Annual Salary: 52,242 to 67,836 per annum plus benefits,. Location: hybrid / Southwark. Job Type: Full-time. 2 Years Fixed Term - employed directly by London Fire Brigade. Project manage suppliers and internal stakeholders to...

Assistant Payroll Manager - Client

Jga Recruitment

N1C 4QP

Ensure accuracy and precision across the team. Supervising the team - you will ideally have had a couple of direct reports or provided mentorship in previous positions.. Build relationships internal and externally and have superb...

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...

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...

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...

Highway Maintenance Manager (Client)

Staffordshire County Council

Staffordshire, England

£52,571 – £56,766 per annum

act as the contract management lead for the commissioning of routine, reactive, cyclical and winter Highway Maintenance services. lead on the development of service (functional) specifications for Highway Maintenance. establish, d...

Protection - Senior Manager, Client Solutions

Efinancialcareers

South East

Competitive salary

A unique role has arisen at a leading global life reinsurer in their very successful and client facing business development team that could move you away from doing more mundane and technical spreadsheet focused work! You will hav...

Senior Technical Delivery Manager - Client Lead Portfolios - Hiring Immediately

Fidelity International

London

Growing your career as a Full Time Senior Technical Delivery Manager - Client Lead Portfolios is an incredible opportunity to develop productive skills.Senior Technical Delivery Manager - Client Lead Portfolios Contract length: 6...

Customer Insight Manager Client-side

Harnham - Data & Analytics Recruitment

Hampshire, England

£50,000 - £60,000 per annum

Deliver insights senior stakeholders. Work across both quant and qual research projects. Using research and insight to help inform overall business and brand strategy. Collaborate with the wider teams in the business to support wi...

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...

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...

Client and Markets Strategy Manager

Four Squared Recruitment Ltd

Reading, Berkshire

£45,000 - £50,000/annum

Collaborate with senior stakeholders to drive local business development activities in alignment with company-wide strategy. Continuously assess the companys brand, market reputation, expanding reach and relevant target audience,...

New Business / Client Development Manager

The Recruitment Group

Chesterfield, Staffordshire

Annual bonus. Progression and training opportunities. Free tea, coffee, and snacks. Office dog. Modern office environment. Free parking. Flexible working hours, accommodating school schedules. Opportunity for hybrid working. Milea...

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...

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...

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...

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...

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...

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...