Job Search and Career Advice Platform
1 558 postes de

Wealth Management à Grande-Bretagne

Wealth Management Team Leader - Esher, Surrey

Wealth Management Team Leader - Esher, Surrey
Artemis Recruitment Consultants
Esher
GBP 40 000 - 55 000
Je veux recevoir les dernières offres d’emploi de Wealth Management

Receptionist Administrator

Receptionist Administrator
Burgh Recruitment Ltd (Financial Services)
Lancaster
GBP 20 000 - 25 000

SIEM Engineer

SIEM Engineer
FNZ Group
City of Edinburgh
GBP 50 000 - 75 000

Client Service Executive (Investment Management)

Client Service Executive (Investment Management)
Montpellier Resourcing
Cambridgeshire and Peterborough
GBP 28 000 - 32 000

Senior Wealth Planner

Senior Wealth Planner
NJR Recruitment
Greater London
GBP 80 000 - 100 000
Découvrez plus d’offres que n’importe où ailleurs.
Trouvez plus de postes maintenant

Financial Advisor

Financial Advisor
Nichols College
Dudley
GBP 40 000 - 70 000

Associate Director/Director eFX Quant Trader (London (UK), ENG, GB)

Associate Director/Director eFX Quant Trader (London (UK), ENG, GB)
Scotiabank
Londres
GBP 60 000 - 100 000

Client Service Executive

Client Service Executive
Core-Asset Consulting Ltd
Londres
GBP 30 000 - 45 000
HeadhuntersEntrez en contact avec des chasseurs de têtes pour postuler à des offres similaires

Senior Accountant / Supervisor

Senior Accountant / Supervisor
Michael Page (UK)
Exeter
GBP 28 000 - 35 000

Private Client Relations Consultant

Private Client Relations Consultant
GUERLAIN
Londres
GBP 40 000 - 65 000

Associate Director/Director eFX Quant Trader (London (UK), ENG, GB) | London, UK

Associate Director/Director eFX Quant Trader (London (UK), ENG, GB) | London, UK
Scotiabank
Londres
GBP 80 000 - 110 000

Junior Paraplanner

Junior Paraplanner
Burgh Recruitment Ltd (Financial Services)
Londres
GBP 30 000

Legal Accountant

Legal Accountant
Gleeson Recruitment Ltd
Nottingham
GBP 35 000 - 55 000

Paraplanner

Paraplanner
Burgh Recruitment Ltd (Financial Services)
Grande-Bretagne
GBP 50 000

Self Employed Financial Advisors

Self Employed Financial Advisors
OneDome
Grande-Bretagne
À distance
GBP 30 000 - 100 000

Associate VP (Testing Engineering) - Citi

Associate VP (Testing Engineering) - Citi
ZipRecruiter
Londres
GBP 50 000 - 90 000

Vice President, Auditor (AppTech)

Vice President, Auditor (AppTech)
MN Climate Innovation Finance Authority (MNCIFA)
Manchester
GBP 40 000 - 60 000

Infrastructure Engineer (Azure / Cloud)

Infrastructure Engineer (Azure / Cloud)
ZipRecruiter
Peterborough
GBP 40 000 - 65 000

Electrical Shift Lead

Electrical Shift Lead
ZipRecruiter
Londres
GBP 53 000 - 57 000

Software Engineer III- Back End- Nutmeg- Mid Level

Software Engineer III- Back End- Nutmeg- Mid Level
JPMorgan Chase & Co.
Londres
GBP 60 000 - 80 000

Senior Complaints Administrator

Senior Complaints Administrator
St. James's Place
Cirencester
GBP 25 000 - 35 000

Compliance Director

Compliance Director
IDEX Consulting
Birmingham
GBP 80 000 - 120 000

Employee Benefits Administrator

Employee Benefits Administrator
Switch Recruitment
Norwich
GBP 25 000 - 35 000

Client Administrator - 12 month FTC

Client Administrator - 12 month FTC
Evelyn Partners
Londres
GBP 30 000 - 45 000

Partner, Financial Adviser

Partner, Financial Adviser
Nova Wealth
Londres
GBP 40 000 - 70 000

Meilleurs postes :

Postes : NhsPostes : AdministrationPostes : Work From HomePostes : WarehousePostes : Part TimePostes : Customer Care AdvisorPostes : RemotePostes : Business AnalystPostes : Project MangerPostes : Software Developer

Principales entreprises:

Postes chez NhsPostes chez TescoPostes chez AsdaPostes chez AmazonPostes chez GuardianPostes chez Marks And SpencerPostes chez Royal MailPostes chez WmPostes chez McdonaldsPostes chez Morrisons

Meilleures villes :

Offres d’emploi à LondonOffres d’emploi à ManchesterOffres d’emploi à BirminghamOffres d’emploi à LeedsOffres d’emploi à BristolOffres d’emploi à GlasgowOffres d’emploi à EdinburghOffres d’emploi à BelfastOffres d’emploi à LiverpoolOffres d’emploi à Nottingham

Offres d’emploi similaires:

Postes : Facilities ManagementPostes : Management AccountantPostes : Event ManagementPostes : Management AssistantPostes : Management And OperationsPostes : Change ManagementPostes : Change Management ManagerPostes : Product ManagementPostes : Project Management OfficerPostes : Management Consultant

Wealth Management Team Leader - Esher, Surrey

Artemis Recruitment Consultants
Esher
GBP 40 000 - 55 000
Description du poste

Social network you want to login/join with:

col-narrow-left

Client:
Location:
Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

3364106d3b5b

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

col-wide

Job Description:

We are looking to take for a Wealth Management Team Leader to join our clients team based in Esher, Surrey. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existing business with current clients, whilst also helping to grow the business and bring new clients on board.

Responsibilities:

· Proactively managing the administration team whilst assisting Advisory and Tech with more complex and senior administrative tasks

· Monitoring, delegating and/or overseeing all incoming workflows whilst maintaining timely, accurate and compliant data logs using SJP systems

· Management and monitoring of the administration mailbox and work queue, associated task review and allocation of work as appropriate

· Proactively monitor work levels, team capacity and pipeline work to ensure adequate resource is in place when required

· Working compliantly and within SJP advice parameters at all times, ensuring that the company is kept up to date any with key process or policy changes

· Identify any new training and/or knowledge gaps and research solutions to address the same

· Ensuring all client-facing tasks are handled with professionalism and key work is peer checked for accuracy and quality control purposes

· Conduct weekly team meetings to run through active cases and WIP, tracking the progress of tasks across the team, and ensuring that any concerns, deadlines and/or complex cases are closely monitored

· Taking ownership of more complex work and/or assisting the team with general tasks to meet business needs including (but not limited to) submitting fund switches, business processing, completing trust forms, cashflow modelling, high value client withdrawals, presentation documents, post review meeting work, report prep and other work as may be required by Advisory

· Conduct fortnightly 1:1 meetings with team members to ensure open and honest communication with regular feedback on performance (if required)

· Providing additional support to the Leadership team, when required

· Assisting with general office based tasks when required including office based purchases, monitoring IT equipment distribution and ensuring all incoming post is dealt with efficiently and promptly

· Using all SJP systems including Salesforce, iBusiness, My Practice, SJP House, FSS, DocuSign, FE, Voyant and AdminLink (full training to be provided)

· Liaising with all internal team members, clients and third parties (verbally and in writing) in a professional and polite manner

· Adhere to FCA, Anti-Money Laundering and GDPR protocols at all times

· Liaising with Admin Centre and wider SJP support departments when required

· Drafting correspondence, documents and other client facing comms or campaigns as may be required from time to time

Knowledge and experience

- Previous management experience and/or Strong operations background at supervisory level;
- Experience in an office support role in financial services or related sector;
- Knowledge of relevant regulation and legislation;
- Is proficient in Microsoft office, Outlook and CRM systems
- Previous experience working within a Partner Practice of St. James Place
- Salesforce knowledge/experience

  • Précédent
  • 1
  • ...
  • 25
  • 26
  • 27
  • ...
  • 63
  • Continuer

* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

Job Search and Career Advice Platform
Décrochez un poste
plus rapidement 
Suivez-nous
JobLeads Youtube ProfileJobLeads Linkedin ProfileJobLeads Instagram ProfileJobLeads Facebook ProfileJobLeads Twitter AccountJobLeads Xing Profile
Entreprise
  • Avis clients
  • Rejoignez-nous
  • Mentions légales
Services
  • Examen gratuit de votre CV
  • Recherche d’emploi
  • Mise en relation avec des chasseurs de têtes
  • Conseils de carrière
  • Masterclass JobLeads
  • Parcourir les offres
Ressources gratuites
  • Prévisions pour 2024
  • 5 étapes pour faire aboutir votre recherche d’emploi
  • 8 erreurs courantes dans la recherche d’emploi
  • Quelle doit être la longueur de mon CV ?
Assistance
  • Aide
  • Intégration de partenaire
  • Partenaires ATS
  • Protection des données
  • Conditions commerciales générales

© JobLeads 2007 - 2025 | Tous droits réservés