30 Investment Jobs in Epsom

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Investment Manager

Investment Manager

21 March by Heat Recruitment

Investment Manager - London Company This is a fantastic opportunity to join and be part of a well respected and rapidly growing investment management firm that are looking for an experienced qualified Investment Manager to continue the development of...

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Compliance Officer (Investment Management) - REMOTE

Compliance Officer (Investment Management) - REMOTE

23 April by Clayton Davies Ltd

Our client, a successful Investment Management firm, are looking for an experienced Compliance Officer to join the team to lead, oversee and manage the day to day compliance and operational aspects of their investment management business unit and pla...

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Financial Planning Assistant

Financial Planning Assistant

23 April by Heat Recruitment

Financial Planning Assistant - Central London - up to 38K DOE The company I’m working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their ...

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Paraplanner

Paraplanner

28 March by Ortus PSR

Join a small Team of Financial Advisers: Providing Paraplanning and Administration support for a Senior Partner. Salary on offer for this Paraplanner role is up to 50,000 with hybrid working 4 days in the office and 1 from home. Are you ready to thri...

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Paraplanner

Paraplanner

Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objecti...

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Financial Adviser - manage some existing clients from the MD and also generate some new business

Financial Adviser - manage some existing clients from the MD and also generate some new business

Financial Adviser - manage some existing clients from the MD - 65k - 85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with...

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Employed Financial Planner

Employed Financial Planner

10 April by Cameron James

Fantastic opportunity to join a successful Wealth Management firm, as an Employed Financial Planner, who are growing with the times. A client bank is provided and new business is encouraged. The role will be office based during training and then hybr...

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Financial Advisor

Financial Advisor

2 April by Fram Search

Competitive basic salary Bonus paid half yearly Shares within the firm giving from day one Fram are working with a second-generation wealth manager based in the South-East of England. They are keen to speak to advisors who are unhappy with all the co...

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Financial Adviser - Croydon - Access to 17,000+ database of potential clients

Financial Adviser - Croydon - Access to 17,000+ database of potential clients

Financial Adviser - Croydon - Access to 17,000 database of potential clients - Generate new business and earn well from it (OTE 100k ) A key client of mine who I have met and worked very closely with over the past 3 years are an award winning Charter...

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Corporate Actions Process Lead

Corporate Actions Process Lead

26 March by ARC

Superb employer, genuine long-term career development environment Job Title/Location: Corporate Actions Process Lead, Surrey & WFH Salary: negotiable, average bonus 6% ( 2,300) pension contribution to 13% c.( 5,000) WFH: 2 days office 3 days WFH Requ...

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Corporate Actions Process Lead

Corporate Actions Process Lead

26 March by ARC

Superb employer, genuine long-term career development environment Job Title/Location: Corporate Actions Process Lead, Surrey & WFH Salary: negotiable, average bonus 6% ( 2,300) pension contribution to 13% c.( 5,000) WFH: 2 days office 3 days WFH Requ...

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Financial Administrator to Paraplanner - Wealth Management Firm - London- Basic salary £28k - £30k

Financial Administrator to Paraplanner - Wealth Management Firm - London- Basic salary £28k - £30k

Financial Administrator to Paraplanner - Wealth Management Firm - London- Basic salary 28k - 30k discretionary bonus - Full study support and progression opportunities My client is an award winning Chartered independent financial advice business who ...

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Compliance Office

Compliance Office

A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA File reviewer. The role is home based with occupational IFA visits required. Typical responsibilities: Review suitability reports to ensure tha...

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Head of Compliance - Wealth Management Group

Head of Compliance - Wealth Management Group

My client, a growing Wealth Management Group, is looking to hire a Head of Compliance (SMF 16) to play a critical role in ensuring adherence to regulatory standards and fostering a culture of compliance throughout the organization. Reporting directly...

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Financial Planner

Financial Planner

28 March by Ortus PSR

Are you a Financial Planner looking for a new Challenge? We are working with an IFA firm that has an existing client bank to develop where clients typically have between 300,000 - 400,000 AUM. They are a dynamic and forward-thinking financial service...

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Financial Adviser 55K - 65K

Financial Adviser 55K - 65K

12 April by Heat Recruitment

Financial Adviser - Surrey - 55K - 65K Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team. Working closely on Investment, pension, and...

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IFA Administrator

IFA Administrator

11 April by Ortus PSR

We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processi...

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Senior Financial Adviser - £70k - £85k basic salary plus bonus and benefits package

Senior Financial Adviser - £70k - £85k basic salary plus bonus and benefits package

Senior Financial Adviser - 75k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a S...

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Chartered Financial Planner - £70k - £85k plus bonus and benefits package - manage existing clients

Chartered Financial Planner - £70k - £85k plus bonus and benefits package - manage existing clients

Chartered Financial Planner - 70k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for ...

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Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of 65- 85k benefits - Chartered IFA situated in Surrey. A Cha...

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