Vacancy Listing
Location: Cheltenham, Gloucestershire, United Kingdom
Salary: £25000 - £30000/annum Salary is pro rata
Job Type: Permanent
Add to Shortlist: Practice Manager - Wealth Management
Job Title: Practice Manager / PA - Wealth Management Practice
Salary 25k to 30k Pro Rata
Hours 20 Hours per week (Mon ? Fri)
Location Coberley (Near Cheltenham)
Part-time Practice Manager required for a busy Partner Practice within Wealth Management.
The successful candidate will ideally have experience of managing a sales office in financial services. You will be responsible for the smooth ... more about Practice Manager - Wealth Management
Posted: 29-May-2012
Location: Croydon, Surrey, United Kingdom
Salary: £30000/annum c. £30,000 + benefits and bonus
Job Type: Permanent
Add to Shortlist: Paraplanner ? Wealth Management
Paraplanner ? Wealth Management
Based: Croydon
Salary: c. £30,000 + benefits and bonus
My client is keen to recruit an experienced Paraplanner to provide technical support to their Wealth Managers.
The client has grown steadily since its conception, exceeding their targets and growth plans year on year. They pride themselves on providing clients with extremely high levels of service, with ... more about Paraplanner ? Wealth Management
Posted: 20-May-2012
Location: Croydon
Salary: c. £30,000 + benefits and bonus
Job Type: Permanent
Add to Shortlist: Paraplanner – Wealth Management
<p><strong>Paraplanner &ndash; Wealth Management</strong></p>
<p><strong>Based: Croydon</strong></p>
<p><strong>Salary: c. &pound;30,000 + benefits and bonus</strong></p>
<p>My client is keen to recruit an experienced Paraplanner to provide technical support to their Wealth Managers.</p>
<p>The ... more about Paraplanner – Wealth Management
Posted: 27-May-2012
Location: The City, London, United Kingdom
Salary: £95000 - £100000/annum £95-115K + Excellent benefits
Job Type: Permanent
Add to Shortlist: Programme Manager (Wealth Management)
Unique opportunity for an experienced Programme Manager with IT financial services industry experience to make an impact when joining this well-established and hugely successful banking technology provider.
The company:
An award winning and highly professional city based company our client provides global technology services to the financial services industry, addressing clients? needs for ... more about Programme Manager (Wealth Management)
Posted: 30-May-2012
Location: Northwich, Cheshire, United Kingdom
Salary:
Job Type: Permanent
Add to Shortlist: Paraplanner- UK Wealth Management Practice
Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Paraplanner to support their fee earners.
Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client ... more about Paraplanner- UK Wealth Management Practice
Posted: 30-May-2012
Location: Leeds, West Yorkshire, West Yorkshire, United King
Salary: £16500/annum
Job Type: Permanent
Add to Shortlist: Wealth Management Admin
Excellent opportunity to work for a leading financial advisory company. We are looking for a financial administrator with experience of working for a IFA or similar.
You will have a background in a very similar field as this role requires you to work to strict FSA guide lines.
In addition to the above this role offers excellent benefits, a great working environment along with a competitive ... more about Wealth Management Admin
Posted: 20-May-2012
Location: City of London, London, United Kingdom
Salary: £34000 - £45000/annum excellent benefits
Job Type: Permanent
Add to Shortlist: Senior Paraplanner
An opportunity has arisen for a Senior Paraplanner to work for a true market leading wealth management business.
You will be providing technical support to one of their highest producing Wealth Management Consultant's, enabling them to write business compliantly. This is to include research, report writing, conducting gap analysis of a clients circumstances and reviewing existing arrangements. ... more about Senior Paraplanner
Posted: 30-May-2012
Location: Haywards Heath, West Sussex, United Kingdom
Salary: £40000 - £80000/annum + bonus + car allowance + Pension
Job Type: Permanent
Add to Shortlist: Independent Financial Planners (IFA)
An expanding wealth management organisation with a national presence, our client is embarking on further growth throughout the UK. Having acquired a number of regional and national IFAs already, with further acquisitions in the pipeline, they are aiming to be the leading national IFA in the country by 2013.
With 100 IFAs already and a successful, established wealth management service, the ... more about Independent Financial Planners (IFA)
Posted: 30-May-2012
Location: North West, Cheshire, UK
Salary: £18000 - £25000 pa
Job Type: Permanent
Add to Shortlist: Technical Administrator
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and is currently recruiting for a Wealth Management Technical Administrator, ensuring all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner and that all service levels are met.
KEY ... more about Technical Administrator
Posted: 30-May-2012
Location: North West, Cheshire, UK
Salary: £24000 - £31000 pa
Job Type: Permanent
Add to Shortlist: Paraplanner
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and are currently recruiting for a Wealth Management Paraplanner.
KEY RESPONSIBILITIES AND RESULT AREAS:
Prepare and maintain client files:
Collect quantitative detailed information required to compile a Financial Plan.
Ensure that all compliance paperwork is ... more about Paraplanner
Posted: 30-May-2012
Location: North West, Cheshire, UK
Salary: £18000 - £25000 pa
Job Type: Permanent
Add to Shortlist: Technical Administrator
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and is currently recruiting for a Wealth Management Technical Administrator, ensuring all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner and that all service levels are met.
KEY ... more about Technical Administrator
Posted: 30-May-2012