Bristol (Remote) · Full time

A well-established Wealth Management firm with regional offices around the UK. The Role This is a great opportunity to join a Financial Planning Advice department within the Bristol branch that has serious growth potential. The successful candidate will deliver desk-based financial advice / wealth planning advice to mass affluent clients as well as expanding portfolios [...]Read More... from Financial Planning Advice Manager , Diploma Qualified , Bristol | Bristol, UK See details

London (On site) · Full time

Head of Investment Platform Services, Platform Operations, Team Lead Our Client is a large Investment Management company that invests on behalf of private clients and works closely with IFA firms. They are an entrepreneurial firm with exciting growth prospects who run a successful Investment Platform. The Role: The Head of Investment Platform Services is a [...]Read More... from Head of Investment Platform Services , Platform Operations , Team Lead | London, UK See details

London (On site) · Full time

Senior Investment Manager, IFA clients, Discretionary Wealth Management An established and highly recognised Wealth Management firm – Discretionary Investment Service. The Role The Senior Investment Manager will manage and build relationships with Financial Advisors (IFAs) and private clients. Work alongside the Business Development Team and take the lead for Discretionary Investment Management and Managing client [...]Read More... from Senior Investment Manager , IFA clients , Discretionary Wealth Management | London, UK See details