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About the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has ...
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Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm. They build intelligent, holistic & tax-efficient wealth m...
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Wealth Planner AVP/VP Location: London, UK About Us We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main fo...
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Are you a seasoned Wealth Planner with a knack for nurturing client relationships and a stellar track record? We're excited to present an exceptional opportunity for a talented Wealth Planner to join our prestigious client's team. Role Overview: As a...
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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...
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A rare opportunity has arisen at a top tier practice in the City. The firm is keen to add a Partner, or experienced senior associate that has developed an established following of contacts within the private wealth sector. The firm has an established...
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A well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite. In this role,...
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One of the UK’s leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team. Role offers hybrid working with 3 days in the office and 2 from ...
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We are currently seeking a Mid-Level Wealth Management Associate to join this remarkable team based in London. This role will play a crucial part in the ongoing success of the office, particularly in driving cross-border initiatives and transactions ...
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A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of 2B of client funds on a discre...
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Location - City of London Salary - 32,000- 35,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 d...
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One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined...
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Wealth / Investment Management Desk Assistant - City of London / Hybrid Working - c 40k- 45k generous benefits and bonus (DoE) Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant A true career role...
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Role: Wealth Management Administrator Location: Golders Green / Brent Cross, London Salary: 30,000 - 35,000 An international Wealth Management firm with offices worldwide is looking for a Wealth Management Administrator to join their Golders Green / ...
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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...
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In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their...
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Job Title: Wealth Management Administrator Location: Hertfordshire (hybrid available) Salary: Up to 32,000, plus comprehensive benefits package, including support towards professional development. CleverHR is delighted to be supporting a highly regar...
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Top 50 UK Firm with an exceptional culture This national firm have an impressive reach, and are undergoing quality driven growth from London. The Firm They have become an ideal destination for top rate Lawyers seeking more autonomy, clearer progressi...
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EA – Private Wealth 42,000 – 45,000 West End THE COMPANY: Our client is a well-established Law firm, who are seeking an Executive Assistant to join their private wealth department on a permanent basis. THE ROLE: Take full ownership of diaries, managi...
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We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a full-time employ...
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My client a well-respected law firm in the West End are recruiting for an Executive Assistant working in their Private Wealth team. This role will support newly promoted partners and Counsel. They will also offer our agile working policy; the candida...
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Our client is a very successful small firm of Wealth Planners based in Woking who require an IFA, Wealth Planning Administrator. Purpose of the role To support the advisers in their day to day duties. Liaising with clients, keying client information ...
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You've got options. Financial planners like you always will. You're well qualified. You have strong client relationships. You have a proven track record. Everyone will want a piece of you. But if you're a top adviser dealing with wealthy clients ( 1m...
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A terrific multi-service firm is recruiting a new partner into its private client practice. This is a rare opportunity for an experienced private client partner to join as Head of Department and lead a small, but successful and directory ranked team ...
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Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for prov...
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