1,306

Wealth Management jobs in United Kingdom

Wealth Management Admin & Compliance Specialist

Paradigm Employment Services

Spalding
On-site
GBP 60,000 - 80,000
22 days ago
I want to receive the latest job alerts for “Wealth Management” jobs

Trainee Financial Advisor: FTSE 100 Wealth Management Company

THE CLOSERS CLUB LIMITED

Greater London
On-site
GBP 80,000 - 100,000
22 days ago

Hybrid Paraplanner: Wealth Management & Bespoke Advice

Artemis Recruitment Consultants Ltd

Greater London
Hybrid
GBP 60,000 - 80,000
23 days ago

Assistant Financial Planner – Wealth Management Growth

North Oak Recruitment

Fleckney
On-site
GBP 38,000 - 45,000
25 days ago

Wealth Management Finance Transformation Programme Lead

Michael Page (UK)

Greater London
On-site
GBP 100,000 - 125,000
28 days ago
discover more jobs illustrationDiscover more opportunities than anywhere else. Find more jobs now

Director, Wealth Manager

Royal Bank of Canada>

Greater London
On-site
GBP 80,000 - 100,000
22 days ago

Director, Wealth Manager

Royal Bank of Canada>

Bath
On-site
GBP 80,000 - 100,000
22 days ago

Director, Wealth Manager

0000050471 RBC Europe Limited

Greater London
On-site
GBP 80,000 - 100,000
22 days ago
HeadhuntersConnect with headhunters to apply for similar jobs

Senior Administrator Advice Support

Rathbones

Liverpool
On-site
GBP 30,000 - 40,000
21 days ago

Legal Associate Lawyer

Brookfield Asset Management

Greater London
On-site
GBP 60,000 - 80,000
20 days ago

Private Wealth, Global Strategic Partnerships, Associate

Blackstone

Greater London
On-site
GBP 60,000 - 80,000
20 days ago

Wealth Manager Guildford

HSBC

Guildford
On-site
GBP 40,000 - 60,000
19 days ago

Business Systems Analyst

SS&C Technologies

Greater London
Hybrid
GBP 50,000 - 70,000
21 days ago

Director of Corporate Advisory (Financial Planning)

Titan Wealth Holdings Limited

England
Hybrid
GBP 80,000 - 110,000
23 days ago

Business Systems Analyst

SS&C

Greater London
Hybrid
GBP 55,000 - 75,000
22 days ago

Junior PMO Analyst

Rothschild & Co

Greater London
On-site
GBP 40,000 - 60,000
24 days ago

Portfolio Manager

Rathbones

Greater London
On-site
GBP 60,000 - 90,000
20 days ago

Private Banker

Barclays UK

Glasgow
On-site
GBP 70,000 - 90,000
20 days ago

Data Innovation Analyst - Workforce Analytics

JPMorganChase

Bournemouth
On-site
GBP 40,000 - 60,000
16 days ago

Experienced Financial Advisor

WizeHire, Inc

Birmingham
On-site
GBP 52,000 - 113,000
22 days ago

Proposition Manager (Wealth)

Morningstar

Greater London
Hybrid
GBP 60,000 - 80,000
18 days ago

Director of Corporate Services (Financial Planning)

Titan Wealth

Manchester
Hybrid
GBP 100,000 - 140,000
17 days ago

Associate Senior Consultant

Konduki

Greater London
Hybrid
GBP 60,000 - 90,000
22 days ago

Head of Engineering - SAAS - Remote

Wealth Dynamix

United Kingdom
Remote
GBP 90,000 - 130,000
28 days ago

Marcus by Goldman Sachs, Reporting and Insights Lead, Senior Analyst, Birmingham

WeAreTechWomen

Birmingham
On-site
GBP 55,000 - 75,000
28 days ago

Top job titles:

Director Finance jobsSecurity jobsWeb Developer jobsCivil jobsOffshore jobsAssistance jobsStructural jobsVice Chancellor jobsJunior Software Engineer jobsJunior Scrum Master jobs

Top companies:

Jobs at GuardianJobs at WmJobs at Jp Morgan ChaseJobs at MftJobs at AstrazenecaJobs at PandoraJobs at FidelityJobs at DaznJobs at PumaJobs at Cia

Top cities:

Jobs in GlasgowJobs in EdinburghJobs in CardiffJobs in YorkJobs in PortsmouthJobs in WinchesterJobs in RotherhamJobs in PooleJobs in GatesheadJobs in Oldham

Similar jobs:

Facilities Management jobsManagement Accountant jobsEvent Management jobsManagement Assistant jobsManagement And Operations jobsChange Management jobsChange Management Manager jobsProduct Management jobsProject Management Officer jobsManagement Consultant jobs
Wealth Management Admin & Compliance Specialist
Paradigm Employment Services
Spalding
On-site
GBP 60,000 - 80,000
Full time
22 days ago

Job summary

A leading wealth management firm in Spalding is seeking an experienced IFA Administrator to ensure smooth operations and compliance. The role involves managing client applications, preparing documentation, and maintaining comprehensive records. Candidates should have 1-2 years of experience in financial services and knowledge of related products and back-office systems. The firm offers a negotiable salary, a robust pension scheme, and significant career development prospects. Join a high-performing team dedicated to exceptional client service.

Benefits

Negotiable salary
Leading pension scheme
Career development opportunities
Training programs

Qualifications

  • One to two years' minimum experience in financial services.
  • Knowledge of industry-related products and back-office systems.
  • Experience managing a rolling caseload of 30 to 40 client applications.

Responsibilities

  • Comply with FCA regulation and prepare documentation for meetings.
  • Maintain accurate client records and process completed applications.
  • Contribute to team meetings and manage own workload.

Skills

Excellent Communication skills
Customer service skills
Ability to work well under pressure

Tools

Intelligent Office
iPipeline
Job description
A leading wealth management firm in Spalding is seeking an experienced IFA Administrator to ensure smooth operations and compliance. The role involves managing client applications, preparing documentation, and maintaining comprehensive records. Candidates should have 1-2 years of experience in financial services and knowledge of related products and back-office systems. The firm offers a negotiable salary, a robust pension scheme, and significant career development prospects. Join a high-performing team dedicated to exceptional client service.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.