Wealth Specialist jobs

You will be advising on a wide range of onshore private wealth matters, including: - Succession planning and family governance for wealthy individuals, families, and business owners - Drafting wills, trusts, powers of attorney and advising on probate and trust administration

Press Tab to Move to Skip to Content Link Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. Location: London Other locations: Anywhere in Country Date: Aug 11, 2025 Requisition ID: 1593522 Wealth and Asset Management Tax – Private Capital Senior Manager EY’s Financial Services (FS) Tax practice is the largest such practice...

UK - London Wealth & Asset Management Discretionary / Advisory Specialist Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Shape the future of Wealth & Asset Management The Role Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities. Our work spans client...

You must possess an ACA, ACCA and/or CTA qualification (or an international equivalent). - Audit of tax experience is desirable. What You’ll Receive From Us No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

You will consult with leading life insurers, pension providers, business process outsourcers, platforms, and wealth managers on their most critical challenges—from regulatory compliance and risk management to digital transformation and customer engagement.

Manager, Quantitative Researcher / Strategist, Factor & Index Equities, Sovereign Wealth Fund - Role based in GCCManager, Quantitative Researcher / Strategist, Factor & Index Equities, Sovereign Wealth Fund - Role based in GCC Direct message the job poster from Delta Executive Search Not sure what skills you will need for this opportunity Simply read the full description below to get a complete...

You will partner closely with Account Management, Customer Success and regional marketing to align priorities, influence product development with deep market insights, and mentor the team to achieve high performance. What you'll be doing - Develop the sales strategy and execution plans for your team

A leading financial services firm is seeking a DPM Product Specialist in Glasgow. This role involves developing client-facing investment materials and supporting Wealth Managers and Investment Advisors. Candidates should possess strong communication skills, technical proficiency with Excel and PowerPoint, and a motivation to obtain further qualifications. This opportunity offers a collaborative...

The opportunity We are seeking a detail driven professional to oversee pre and post-sale advice checking across our Wealth Business, including specialist Investment and Occupational Pension cases. In this role, you'll ensure all advice and Suitability Reports meet regulatory standards and align with The Openwork Partnership's COB Suitable Advice framework. You'll also play a vital part in...

Description About Ares Wealth Management Solutions (AWMS) Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of approximately 150 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most...

Description : This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is...

A leading Investor Services group in the United Kingdom is looking for a technical expert in private wealth services. This role requires over 6 years of experience, with a focus on trust structures and tax treatments. The position involves providing technical leadership, developing training materials, and guiding regulatory compliance. Strong analytical and communication skills are essential for...

A prominent investment management firm is seeking a Client Services Associate based in Edinburgh to assist advisers in delivering exceptional client service. The role includes meeting documentation, creating suitability statements, onboarding new clients, and maintaining compliance across advice files. The ideal candidate will have 2-3 years' experience in Wealth Management and strong...

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming...

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits, including flexible working options and...

The Private Bank Global Derivative Solutions team is a cross-asset desk (Equities, FX, Commodities & Rates) and (a) develops strategic market views; (b) analyses and determines effective implementation vehicles to express market views, both tactical and strategic across cash, derivative and structured products; (c) markets investment ideas to advisors and clients. All members of the team can...

A prominent recruitment firm in Esher is seeking an experienced Paraplanner to provide bespoke financial advice throughout the UK. The role involves producing Suitability Reports, liaising with compliance, and preparing illustrations for various financial products. Ideal candidates will have excellent communication skills, experience with Salesforce, and a strong understanding of regulatory...

A leading financial services company in Glasgow is seeking a DPM Product Specialist to enhance client interactions through the development of investment materials. The ideal candidate will support Wealth Managers and Investment Advisors and maintain pitchbook production, along with performing competitor analyses to drive business growth. Emphasis is placed on strong communication skills and...

A leading consulting firm in London is seeking a Wealth & Asset Management Discretionary / Advisory Specialist with over 10 years of experience. This role involves designing investment strategies, leading transformation projects, and collaborating with clients to optimize their operations. The ideal candidate possesses deep industry expertise and a passion for driving change within a hybrid work...

You will be responsible for client interactions, processing inquiries, and upholding internal policies and procedures. Ideal candidates will have experience in financial services, a sound knowledge of various platforms, and possess relevant GCSE qualifications.