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Independent Financial Adviser - Individual Wealth Advice

Employment Specialist
Norwich

Job Description We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing...

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an hour ago
Hybrid

Sales Support Associate - UK Wealth & Adviser - SEI Investments (Europe) Ltd

SEI Investments (Europe) Ltd.
London

You will be responsible for supporting the team in growing SEI's UK Asset Management business with IFAs and Wealth Managers.

You will play an integral role in providing pre and post sales support to SEI's UK IFA and Wealth Management clients.

You will help to build on SEI's reputation for enhancing IFA and client experience.

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11 hours ago

Tax Manager, Wealth & Asset Management

Pro-Tax Recruitment
Manchester

Job Description Tax Manager (Wealth & Asset Management) Manchester & Newcastle £55,000 - £70,000 + Benefits + Bonus We are currently working with a leading Big 4 Accountancy firm in the North who are looking to grow their Private Capital team across both Manchester & Newcastle, focusing on their Wealth & Asset Management sector. The team itself focus on advising clients in the Wealth & Asset...

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an hour ago
Hybrid

Experienced Paraplanner | Wealth Management

RecruitMe
Stamford

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...

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3 hours ago

Internal Audit - Asset & Wealth Management - Associate Director

Forvis Mazars
London

You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.

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3 days ago

Financial Planning Administrator , IFA Support , Wealth Management, Cambridge

JJ SEARCH LIMITED
Cambridge

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Cambridge. The Financial Planning...

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2 hours ago

Quality Assurance Manager-Wealth Management

Vallum Associates
Horsham

Job Title: Quality Assurance Manager-Wealth Management Location: - Horsham-3Days/week Onsite Duration: 6months+ Contract Inside IR35 700GBP/Day Inside IR35 Key Responsibilities Quality Governance • Define, maintain, and enforce quality standards for product development and operations. • Oversee adherence to the new PDLC across all domain teams. • Conduct quality reviews for requirements,...

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2 hours ago

Senior Compliance Advisory, Wealth Management - Associate Director

Quantum Search Group
London

You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.

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2 hours ago
No Experience Hybrid

Wealth Manager (trainee)

AAG Wealth Management
London

You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme.

You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.

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2 hours ago

Business Manager - top Wealth Management firm

Saragossa
City of London

You will regularly translate complex technical risks, timelines, and dependencies into clear business context for leadership, while supporting broader infrastructure and platform road-mapping efforts.

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an hour ago

Investment Product Manager (Wealth Investment Management)

Morson Edge (Technology)
City of London

We are working with a leading wealth management organisation seeking an experienced Investment Product Manager to support the development and ongoing management of the firm’s investment products and solutions. This role sits within a growing investment proposition function and offers the opportunity to influence both the current and future investment offering across a broad range of products,...

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2 hours ago

Business Development Manager (Wealth Management)

Ernest Gordon Recruitment
Newcastle upon Tyne

Business Development Manager (Wealth Management) Newcastle £45,000 - £55,000 + Career Progression + Performance Bonus + Pension Structure Are you a driven Business Development Manager from a management background looking to grow your career within a company that rewards performance and ambition? Do you want to join a business that offers long-term career development, autonomy, and the...

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10 hours ago

Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio

Torus Recruitment Solutions
London

Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio £salary subject to experience (region of £50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing...

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2 hours ago
Hybrid

Interim Senior Legal Counsel - Wealth Management

Marsden
City of London

Private equity backed Wealth Management platform is looking for 2 x Lawyers to join the team on an initial interim basis starting in February to support the business through a period of growth. 6-12 month fixed term contract, London based, hybrid working with potential to transition into a permanent role. Reporting to the General Counsel as part of the busy team, you will provide support across...

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2 hours ago

Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio

Torus Recruitment Solutions
City of London

Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio £salary subject to experience (region of £50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to provide advice to an existing...

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2 hours ago
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Senior Tax Manager, Wealth & Asset Management

Pro-Tax Recruitment
Manchester

Job Description Senior Tax Manager (Wealth & Asset Management) Manchester & Newcastle £65,000 - £90,000 + Benefits + Bonus We are currently working with a leading Big 4 Accountancy firm in the North who are looking to grow their Private Capital team across both Manchester & Newcastle, focusing on their Wealth & Asset Management sector. The team itself focus on advising clients in the Wealth &...

View salary & More Info
an hour ago

Independent Financial Adviser - Individual Wealth Advice

Employment Specialist
King's Lynn

Job Description We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing...

View salary & More Info
an hour ago

Senior Compliance Advisory, Wealth Management - Associate Director

Quantum Search Group
City of London

You will advise the business on key regulatory areas such as COBS, PROD, MiFID II, and Consumer Duty, providing pragmatic guidance on regulatory and business change initiatives while effectively managing compliance and regulatory risk. In return, the firm offers a competitive remuneration package, strong bonus potential, and excellent long-term career progression opportunities.

View salary & More Info
2 hours ago

Internal Audit - Asset & Wealth Management - Associate Director

Forvis Mazars
St Paul's EC4M

You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities - Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.

View salary & More Info
22 hours ago

Independent Financial Adviser - Individual Wealth Advice

Employment Specialist
United Kingdom

Job Description We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as...

View salary & More Info
a day ago
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