Wealth Manager jobs in Cardiff

A global financial services organization is seeking a Regional Sales Coach to enhance sales leadership and client experiences across its UK offices. This role involves delivering tailored coaching to improve sales performance and supporting managers in achieving business goals. Applicants should have expertise in Wealth Management and strong organizational skills, along with the ability to travel...

A leading wealth management firm in the United Kingdom is seeking a passionate Regional Sales Coach to enhance sales leadership across the client-facing teams. This role involves delivering coaching, improving sales behaviors, and supporting managers through performance goals. Ideal candidates will have experience in Wealth Management, strong conflict resolution skills, and be flexible for...

Job description Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you the platform, resources, and rewards to excel. Why join? Attractive Base Salary: Starting from £63,...

Tax Manager Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Location: Cardiff Area (Hybrid) Our client is a growing independent accountancy practice with clients across South Wales, the UK and internationally. Due to client demand they are seeing a number of Tax Managers to join the team supporting a diverse portfolio of clients. Clients...

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

You will be the key figure ensuring the firm remains safe, ethical, and fully compliant as it expands its offerings and regulatory footprint.

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...

You will improve your communication skill through liaising with a variety of colleagues and external stakeholders, you will flex your multi-tasking approach through working on a variety of projects and you will strengthen your leadership by owning workstreams Pfizer also offers a diverse environment which allows employees numerous opportunities to grow and develop.

You will influence strategy, own sector growth and share in our overall business success through our Employee Ownership Trust structure, which rewards sustained performance and contribution. Key Responsibilities - Build and execute a sector growth plan for Retail Banking, Insurance, Wealth Management, Payments or Fintech.

Market Design Lead – Switching & Registration Who Are RECCo? We are an independent, non-profit organisation responsible for the Retail Energy Code — a key part of how the GB retail energy market is regulated. But we don’t just manage rules. We look ahead, not just react, helping the market change in the right way. We deliver secure digital services, clear governance, and practical solutions...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

The advert: Cardiff Metropolitan University is embarking on an exciting journey to procure and implement a new student records system - an initiative that will shape the future of how we support our students. As part of this transformational programme, we re recruiting a Lead Technical Architect to play a pivotal role in delivering and shaping this change. As the subject matter expert, you ll...

You will be at the helm of a really strong team with a wealth of combined experience who are dedicated to delivering outstanding customer experiences and outcomes, which has helped the branch to continue to be an integral part of the community for many years.

The Role Deal Advisory Tax provides market leading services to both Corporate and Financial investors. Whilst we have teams focused on clients in four key markets Corporates; Private Equity & Credit; Real Estate and Energy & Infrastructure, we are a national and connected team, working and learning with each other. Corporates: We work alongside some of the most forward-thinking FTSE 100 and 250...

You will be reporting into the Head of Payroll, overseeing the following responsibilities;

You will have strong knowledge of UK and international end-to-end payroll, excellent IT skills and attention to detail.

You will bring a wealth of operational experience in payroll and people management.

You will manage clients' personal tax compliance affairs, acting as the key day‐to‐day contact, and will be involved in advisory work on both your portfolio and on ad‐hoc technical matters.

You will also support the wider development of the Personal Tax team, including the supervision and mentoring of Tax Assistants and Tax Seniors, working closely with senior colleagues across the department.

You will become part of a squad with people from different areas within the business who will help you grow at BJSSWe have a busy social calendar that you can choose to join– quarterly town halls/squad nights out/weekends away with families included/office get togethersGymFlex gym membership programme

Job description The KPMG financial services tax team is a fast-growing part of the KPMG tax practice. We are looking for excellent candidates who are seeking a dynamic and challenging working environment within a strong supportive leadership team. As a result of growth in our business, we have a number of roles across our Financial Services Product & Operational Taxes team, which has a diverse...

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...

The Role Deal Advisory Tax provides market leading services to both Financial and Corporate investors. Whilst we have teams focused on clients in our three performance groups of Financial Services, Corporates and National Markets, we are a national and connected team, working and learning with each other. Financial Services: We work with private equity, infrastructure, and real estate funds as...