Financial Planner
Pinstripe Personnel
Tooting BecFinancial Planner Remote - UK WideOTE £100,000+An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to th...Read More>>.
Pinstripe Personnel
Tooting BecFinancial Planner Remote - UK WideOTE £100,000+An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to th...Read More>>.
JP Morgan Chase
Saint HelierOverview In this Trust Associate role, you will support day-to-day administration of trusts and corporate structures from Jersey, ensuring high standards of client service and governance. You will work closely with Trust Officers and cross-...Read More>>.
Deloitte
LondonOverview In this role you design and deliver innovative technology solutions that transform Real Estate operations for Deloitte's IM&W ODS practice. You work with stakeholders to translate business needs into detailed architectures, ensurin...Read More>>.
IDEX Consulting
LeedsOverview In this role you help private clients achieve long-term financial objectives through comprehensive planning. You will collaborate with the Head of Financial Planning and Investment Managers to deliver tailored advice across retirem...Read More>>.
Goldman Sachs
LondonOverview You will contribute to a fundamental equities team focused on healthcare, building and testing investment theses across subsectors. In partnership with the Senior Healthcare Analyst, you will translate complex data into investable...Read More>>.
Deloitte
LondonOverview In this role you will partner with clients to lead and shape large transformation programmes, combining strategy, digital and human-centred approaches. You will work in a cross-functional Deloitte team to anticipate change, manage...Read More>>.
Goldman Sachs
LondonOverview As a member of Goldman Sachs’ Alternatives Platform Management within Asset Management, you will help optimize investor performance through daily liquidity decisions and strategic capital activity. You’ll collaborate with inves...Read More>>.
UBS
EdinburghOverview In this Financial Planner role, you will deliver holistic financial planning for UBS Wealth Management UK clients, collaborating with client advisors and a support team. You’ll apply deep technical expertise, stay compliant with...Read More>>.
Goldman Sachs
LondonOverview In this role, you provide practical, risk-based compliance guidance to GS Asset Management International on alternatives investing, portfolio management and marketing activities. You will collaborate with partners, Legal and Compli...Read More>>.
Goldman Sachs
LondonOverview In this Platform Management role within Goldman Sachs Asset Management, you drive day-to-day portfolio decision-making for private market portfolios, focusing on liquidity, capital activity, and fund structure execution. You collab...Read More>>.
Capco
LondonOverview As a Business Analyst in Capco’s Wealth & Asset Management domain, you will advise on and deliver change projects for leading financial institutions. You’ll work closely with both client and Capco teams to identify better ways...Read More>>.
Deloitte
LondonOverview In this role you will shape and deliver Deloitte's Asset Servicing proposition within the Investment Management & Wealth Consulting practice. You will lead large back-office transformation initiatives, driving digital adoption and...Read More>>.
IDEX Consulting Ltd
LondonBase pay range£80,000 plus bonus and benefitsOverviewThis London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affl...Read More>>.
Nigel James Associates Ltd
City of Edinburgh1 day ago Be among the first 25 applicants Nigel James Associates Ltd provided pay range This range is provided by Nigel James Associates Ltd. Your actual pay will be based on your skills and experience — talk with your recrui...Read More>>.
mbf
City of EdinburghSenior Recruitment Professional - Financial Services Financial Planner – Edinburgh / Scotland (Chartered Preferred) Location: Edinburgh / Central Belt – flexible home/field working with office presence Benef...Read More>>.
4952 Barclays Bank PLC
ManchesterBarclays Bank PLC in Manchester or Liverpool seeks a Wealth Planner to help clients shape their financial future through planning and investment advice. You’ll work with new and existing clients to understand long-term goals and offer bespoke so...Read More>>.
Goldman Sachs
Goldman Sachs is seeking a qualified lawyer to join the Wealth Management Legal team, supporting Capital Markets, Private Bank and regulatory matters. The role is based in Zurich (with London and Birmingham as other hubs) and requires the ability...Read More>>.
JPMorgan Chase & Co.
LondonIntroductory Marketing Language: Are you ready to make a difference in Wealth Management technology? At Connect Wealth’s Portfolio Insights Construction team, you’ll help build platforms that empower advisors and clients. You’ll...Read More>>.
CFRA Research
LondonAssociate Vice President of Sales, Wealth Management (French or German Speaker) Department: Sales Employment Type: Full Time Location: London, UK Description Note: This role is primari...Read More>>.
CFRA Research
LondonCFRA Research is seeking an Associate Vice President of Sales for Wealth Management, bilingual in French or German. The role is primarily remote with in-person meetings in Central London up to 2 days a week, focused on new business with wealth man...Read More>>.
Rothstein Recruitment Ltd
LondonAI Solutions Engineer - RAG - Python - LLM - Wealth Management An exciting opportunity has arisen for an ambitious, hands-on AI Solutions Engineer to play a key role in shaping how Generative AI is used across a leading wealth-manageme...Read More>>.
Endicott Group
LondonNote: This role is primarily remote with the expectation of meeting in person in Central London up to 2 days a week.CFRA is looking for an Associate Vice President of Sales to drive new business growth and expand our footprint across the...Read More>>.
JPMorgan Chase & Co.
GlasgowOrganization DescriptionJPMorganChase Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise...Read More>>.
CFRA Research
LondonCFRA Research is seeking a Vice President of Sales for Wealth Management in London. This role is primarily remote with in-person meetings in Central London up to 2 days a week.You will drive new business across Europe and Asia, selling CFRA...Read More>>.
Recruit Wealth Ltd
BirminghamFinancial Planner | West Midlands Region | All Clients/Succession Planning | Up to £80,000 + Bonus + BenefitsA leading independent wealth management business is seeking an experienced Financial Planner to join its established West Midlan...Read More>>.
Placements24
LondonAbout the RoleOur client is seeking a dedicated and client-focused Financial Planner to join their remote advisory team. This role is designed for professionals passionate about helping individuals and families achieve their financial goa...Read More>>.
Cadence Financial Planning Limited
Cadence is a technology-led lifestyle financial planning firm, built from a blank sheet by experienced planners. No legacy systems, no admin mountain, no pressure to push product. Just proper financial planning for families, business owners and en...Read More>>.
Mercor
LondonAbout the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst...Read More>>.
RGH-Global Limited
Brighton and HoveWealth Management Administrator Location: Brighton - Office Based Salary: £25,000 – £30,000 per annum (dependent on experience) About t...Read More>>.
Performativ
LondonAs a Sr. Enterprise Account Executive for the UK market, you will lead Performativ’s commercial expansion in the region as the first hire on the ground. You will build the market from scratch by developing pipeline, engaging key institutions,...Read More>>.
UBS
LondonInterested in working in finance, specifically as a wealth management professional serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world's top financia...Read More>>.