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WEALTH MANAGEMENT ASSISTANT

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...

CompanyTozers Solicitors
AddressExeter, Devon
CategoryBanking
Job typePermanent
Date Posted just now See detail

Wealth Management Assistant New

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...

just now seen See more...

Business Analyst - Wealth Management New

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...

19 hours ago seen See more...

Administrator - Wealth Management Firm New

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...

21 hours 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-...

2 days 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...

2 days 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...

2 days 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...

2 days 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...

2 days 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...

2 days 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...

2 days 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...

5 days 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...

5 days ago seen See more...

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...

5 days 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...

6 days ago seen See more...

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...

6 days ago seen See more...

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...

6 days ago seen See more...

Practice Operations Manager - Wealth Planning New

Cranleigh Personnel

South East

£50,000 - £65,000 per annum

Min 4 years working within an IFA practice. University degree. Impeccable written and spoken English. Strong communication skills, client-facing and inter-company. High level of numeracy. Technologically competent, using new softw...

19 hours 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,...

7 days 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...

a week ago seen See more...

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...

a week ago seen See more...

External Audit Manager - Asset & Wealth Management

Pwc

London, Greater London

Competitive

Leading multi-location teams, using your team and relationship management skills to ensure the delivery of high quality audit work - from planning to completion of an Audit, including the review of financial statements, ensuring t...

2 days ago seen See more...

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...

a week 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 weeks 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...

2 weeks ago seen See more...

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...

2 weeks 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 weeks 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 weeks 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...

2 weeks ago seen See more...

Wealth Manager

Natwest Group

Bristol, Bristol

Well look to you to manage the investment needs of our private banking clients. In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans. With signific...

3 weeks ago seen See more...

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What companies are hiring for Wealth Manager jobs?

The top companies hiring now for Wealth Manager jobs are BWD Search & Selection, Coast Specialist Recruitment, Coutts, eFinancialCareers, HSBC, Oval Recruit, Philip Siddall, Regal Brooke Limited,

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