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WEALTH MANAGEMENT SOLICITOR OR CHARTERED LEGAL EXECUTIVE

Wealth Management Solicitor or CharteredLegal ExecutiveExeter, DevonAbout UsWith 26 partners and 140 staff across our offices, we offer unrivalled legal services to businesses and individuals, both locally and nationally.The Bene...

CompanyTozers Solicitors Llp
AddressExeter, Devon
CategoryLegal
SalaryCompetitive salary, dependant on experience
Job typeFull Time
Date Posted 2 months ago See detail

Wealth Management Solicitor or Chartered Legal Executive

Tozers Solicitors Llp

Exeter, Devon

Competitive salary, dependant on experience

Wealth Management Solicitor or CharteredLegal ExecutiveExeter, DevonAbout UsWith 26 partners and 140 staff across our offices, we offer unrivalled legal services to businesses and individuals, both locally and nationally.The Bene...

Wealth Management Solicitor or Chartered Legal Executive

Tozers

Exeter, Devon

not provided

Wealth Management Solicitor or CharteredLegal ExecutiveExeter, DevonAbout Us...

Career Paraplanner - Wealth Management Firm - Liverpool - Basic salary £30k - £60k

Financial Divisions

Merseyside, England

£30,000 - £60,000 per annum, negotiable, inc benefits

Career Paraplanner - Wealth Management Firm - Liverpool - Basic salary 30k - 60k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest level...

Desk Administrator - Wealth Management

Colville Search Limited

Bury St Edmunds, Suffolk

£35,000

Provide administrative support for Investment Management in the ongoing service of the firms clients. Key ResponsibilitiesAdministrationAssist with the new client account opening process as appropriate Assist with drafting clien...

Desk Administrator - Wealth Management

Colville Search Limited

London, England

£45,000

Provide administrative support for Investment Management in the ongoing service of the firms clients. Key ResponsibilitiesAdministrationAssist with the new client account opening process as appropriate Assist with drafting clien...

Asset & Wealth Management -Sales Support French Speaker -Analyst-London

Efinancialcareers

South East

Competitive salary

Assisting senior sales team with preparation and follow up on client and prospect meetings and responding to client queries on products and services. Partnering with product specialists on a wide range of Goldman Sachs Asset Manag...

Wealth Management Administrator

Mbf.

Manchester, Greater Manchester

£27,000 - £40,000 Annual

The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to supp...

Wealth Management Administrator

Your Resourcing Partner Limited

London, England

£24,000 - £28,000 Annual

Pro-active and structured approach to the Practice's administration needs, ensuring the smooth running of the back office support. Dealing with client queries via telephone, email, face-to-face or in writing as required. Introduct...

Senior Wealth Management Administrator

Your Resourcing Partner Limited

London, England

Managing the Senior Partners diary and book in client meetings. Providing general PA support. General Administration supporting a small team. Management of client ID procedure for investments, protection and pensions. Liaising wi...

Executive Assistant to COO. Wealth management. Hybrid & Office.

Joyce Guiness Limited

Homeworking & Office

£55-65K

Take proactive measures to effectively manage and supervise the workload of the COO. Oversee the COO Operating Committee and ensure its smooth functioning. Serve as a representative of the COO in coordinating activities with their...

Wealth Management Administrator

Your Resourcing Partner Limited

South East

Pro-active and structured approach to the Practices administration needs, ensuring the smooth running of the back office support. Dealing with client queries via telephone, email, face-to-face or in writing as required. Introduct...

Investment Manager / Wealth Portfolio Manager

Annular Group

Manchester, Greater Manchester

£70,000 - £105,000/annum Pension, Health Care, Comms

Manage a variety of advisory and discretionary portfolios, customising them to meet clients' investment objectives. Foster and elevate client relationships to exceptional standards. Develop portfolios considering clients' suitabi...

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...

Tax Manager - US/UK Tax & Wealth Management

Pro-Tax

London, Greater London

Up to GBP70000 per annum + Excellent Benefits

Tax Manager - US/UKTax & Wealth Management70,000 plus Excellent BenefitsLondon - West End________As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity...

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...

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...

Premier Wealth Relationship Manager - Guernsey Branch

Hsbc

Guernsey

Description - ExternalHere in Guernsey-where the role will be located and where the financial industry reigns supreme-you'll help grow our business.Whether you're creating connections with customers or colleagues, Wealth Managemen...

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...

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...

Practice Manager (Wealth Planning)

Cranleigh Personnel

Lincoln, Lincolnshire

£35,000 - £45,000 Annual

You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals. To maintain strict confidentiality in relation to the work undertaken and ensure t...

Tax Manager - US/UK Tax & Wealth Management

Pro-Tax

London, England

Up to GBP70000 per annum + Excellent Benefits

Tax Manager - US/UKTax & Wealth Management70,000 plus Excellent BenefitsLondon - West End________As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity...

Assurance - Wealth & Asset Management - Audit Senior - Edinburgh-London-Manchester

Ernst & Young Llp

City of Edinburgh, Scotland

Competitive

Leading fieldwork and keeping engagement managers updated on audits Accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters Completing audit processes and documenting h...

External Audit Manager - Asset & Wealth Management

Pwc

London, England

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...

Financial Services - Wealth Asset Management Audit - Account Support Associate - Multiple Locations

Ernst & Young Llp

London, England

Competitive

Prepare supporting analysis for fee billings, monitoring and conducting credit collection Take the lead on budget setting analysis, challenge work in progress, summarise costs against budget and highlight any variances to the acco...

Graduate AML Analyst - Wealth & Investment Management

Page Personnel Finance

South East

£28,000 - £35,000 per annum

Undertake client due diligence reviews and determine the nature and level of due diligence required to comply with relevant anti-money laundering regulations and Company policies and procedure. Identify potential suspicious activi...

Internal Communications Manager Wealth Management

Efinancialcareers

South East

Competitive salary

Partner with Marketing & Communications leadership to develop and execute internal communication strategies. Create and execute internal communication plans through various channels. Produce engaging content including articles, in...

PR Manager Wealth Manager

Efinancialcareers

South East

Competitive salary

Collaborate closely with the Marketing & Communications leadership to devise and execute external communication strategies. Generate compelling communication content, including press releases, blogs, articles, infographics, and vi...

Business Development Manager, UK Wealth

Efinancialcareers

South East

Competitive salary

Working in close partnership with the Head of Distribution to execute the UK wealth management sales strategy with local intermediaries;. Providing dedicated client coverage, focused on driving growth across funds/strategies, in l...

Audit Manager - Asset and Wealth Management

Northern Trust

London, Greater London

Unspecified

Develop and demonstrate an understanding of business processes, risks, and controls, along with an understanding of relevant laws, industry changes, and the impact of technology. Identify and analyze risks, plan and prioritize aud...

Business Development Manager , Intermediaries , Wealth Management

Efinancialcareers

South East

Competitive salary

The Business Development Manager will referbusiness internally and externally to cement relationships and encourage further investment opportunities for the firm. The Candidate 1-3 years within an Investment Sales or Business de...