Wealth Manager jobs in South East

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WEALTH MANAGEMENT ADMINISTRATOR

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...

CompanyCarousel Consultancy Ltd
AddressHampshire, England
CategoryAdministrative
Salary£28,000 - £32,000 per annum
Job typePermanent, full-time
Date Posted 3 days ago See detail

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...

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...

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...

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...

Wealth Manager - Sevenoaks & Tunbridge Wells Areas

Efinancialcareers

Kent, 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...

Wealth Manager - Surrey - Guildford

Efinancialcareers

Surrey, 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...

Wealth Management, Marcus, Content Design / Copy Writer, Associate, London

Efinancialcareers

South East

Competitive salary

Be the owner for content across Marcus.co.uk. Write impactful, simple content to support user journeys and actions across all of our channels (web, app, email, SMSs and letters). Ensure that copy meets brand tone and find ways to...

Wealth Manager - Sevenoaks & Tunbridge Wells Areas

Hsbc

Maidstone, Kent

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...

Asset & Wealth Management, Vice President, Fundraising/Strategic Capital - London

Efinancialcareers

South East

Competitive salary

New Product Launches: Lead business development initiatives and strategic planning for new fund launches (including co-investments). Marketing Materials & Investor Communications: Work collaboratively with business leaders and var...

GRADUATE OPPORTUNITY (Wealth Management) - City of London - c £25k plus...

Financial Divisions

South East

£20,000 - £25,000 per annum

Due to their success, they are now looking to offer this excellent opportunity to a dynamic and talented individual with accounts experience gained within Financial Services. Opportunity Highlights ** Excellent opportunity within...

Wealth Management, Strategic Asset Allocation Team, Analyst, London Arabic language required

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,...

Wealth Management Administrator

Alderley Park Recruitment

Middlesex, England

£30,000 Annual

Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client a...

Senior BD Manager- Private Wealth

Carter Murray

South East

Salary negotiable

This Senior Business Development Manager- Private Wealth role sits within a leading law firm who are looking for a Business Development professional to join the team to lead on the strategic objectives for their forward thinking P...

Marketing Manager - Wealth Management

Cv Screen

Surrey, England

The role is office based in Guildford and a salary of up to 50,000 is available.ROLE DETAILSYour role as a Marketing Manager will be responsible for working with the Head of Global Operations and all suppliers of design, copywrit...

Practice Operations Manager - Wealth Planning

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...

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...

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...

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...

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...

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....

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...

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...

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...

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,...

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...

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...

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...

EMEA Marketing Manager, Private Wealth

Efinancialcareers

South East

Competitive salary

Plan and execute events hosted by the firm and 3rd parties in partnership with the Sales, Events and Product Marketing teams. Create and deliver email campaigns to expand the client & prospect audiences. Proactively track and anal...

Practice Operations Manager - Wealth Planning

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...