Wealth Relationship Manager jobs
114 jobs found
Relationship Manager West Midlands - Quilter
About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of...
Employed Financial Advisor - Kennedy Pearce
Financial Adviser (Employed, Clients Provided) Location: London (Hybrid – 3 days office / 2 days remote)Salary: £50,000–£70,000 DOE + Uncapped Earnings + Discretionary Bonus: Full-time, PermanentDepartment: Private Wealth...
Compliance Analyst - Quilter
About the BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth...
Proposition Manager, UK Wealth Management, London
Responsibilities Lead proposition governance and ensure smooth running of the Proposition Governance Committee; produce and present key papersOwn reporting of client fair value metrics and Consumer Duty outcomes;...
Trust Assistant Manager / Manager - Hybrid, Central London
London | Hybrid Working | Competitive Salary + Benefits TPF Recruitment is recruiting on behalf of a highly respected and growing accountancy practice in London, seeking an experienced...
Senior Tax Investigations Manager
Senior Tax Investigations Manager Nationwide (City of London HQ) Hybrid & highly flexible Up to £95,000 A leading Big 4 accountancy firm is looking to appoint a Senior...
Financial Planner
We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent acquisition and full ownership...
M&A Integration & Projects Manager (Financial Planning / Wealth Management)
M&A Integration & Projects Manager (Financial Planning / Wealth Management) Salary: Up to £55,000 DOE Location: Birmingham (Hybrid Working) Benefits: Pension, Life Cover, Income Protection, Enhanced Sick Pay,...
IFA Senior BD Manager - Elliott James
EJC are partnered with a specialist asset manager, focusing on tax-efficient investments who are expanding their sales team in the North of England. This role will focus on...
Technical Administrator - Financial Planning
Client Relationship ManagerWealth ManagementCheltenham£26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as...
Product Manager - maternity cover
Our client, a leading company specialising in tax efficient investment solutions, is seeking an Interim Product Consultant to cover maternity leave. This role offers a unique opportunity to...
Wealth & Asset Management - Consulting Director
With one of the most recognised brands in Western Europe in consulting, and several thousand consultants, the firm is global though has a 'small business' feel and mentality...
Senior Paraplanner/Client Manager
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions...
Credit Risk Manager , Lombard Lending , Investments & Banking , Wealth Management - JJ Search
The Company: Our client is a highly recognised Private Bank specialising in investment, institutional asset management & private wealth management The Role: The Credit Risk Manager will monitor...
Trust Tax Manager or Corporate Tax Manager
Trust Tax Manager or Corporate Tax Manager | Cheltenham | £45,000 - £65,000 depending on experience and qualifications Please only apply if you have ACA, ACCA, ATT, CTA...
Tax Investigations Manager
Tax Investigations Manager Nationwide Big 4 firm with a London HQ BUT very Hybrid working (1-2 days in office a week) Up to £65,000 A leading Big Four...
Senior Relationship Manager - Alternatives - SEI Investments Europe Ltd.
SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create...
Finance Operations Accountant - Quilter
About the BusinessQuilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers....
Risk Manager - Quilter
About the BusinessQuilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers....
FP&A Analyst 6 Month FTC - Quilter
Fixed Term Contract Duration - 6 Months About the BusinessQuilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best...