Current Wealth Management vacancies

Team Assistant/Office Manager

Salary range: Up to £30k Employment term: Permanent Location: Bristol Vacancy Status: Vacancy Open Posted on: May 18th, 2023

Team Assistant/Office Manager Central Bristol Salary £28K - £30K + extensive benefits including medical insurance, life assurance, discretionary bonus scheme and more! Are you looking for an exciting new role where you will be highly value...

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Platform Operations Senior Analyst

Salary range: £35k - £40k Employment term: Permanent Location: Whiteley, Hampshire Vacancy Status: Vacancy Open Posted on: May 9th, 2023

Platform Operations Senior Analyst for Wealth Management Whiteley, Hampshire (Hybrid working) Salary £35,000 - £40,000 + 28 days holiday (+ bank hols) + life assurance, income protection + flexible benefits platform Our client is a highly ...

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FP&A Accountant

Salary range: Competitive Employment term: Permanent Location: Whiteley, Hampshire Vacancy Status: Vacancy Filled Posted on: November 22nd, 2022

FP&A Accountant Fareham, Hampshire Hybrid working Competitive salary (please apply on application) and extensive benefits package Our client is an independently owned financial planning and discretionary investment management house de...

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Financial Client Services Administrator

Salary range: Competitive Employment term: Permanent Location: Fareham, Hants Vacancy Status: Vacancy Open Posted on: November 22nd, 2022

Financial Client Services Administrator Farnham, Hampshire Highly competitive salary (please apply for information) including generous holidays, Private Health insurance and study assistance Our client is a highly successful, privately owned...

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Transfers Administrator

Salary range: Competitive Employment term: Permanent Location: Whiteley, Hampshire Vacancy Status: Vacancy Open Posted on: August 12th, 2022

Transfers Administrator Whiteley, Fareham, Hampshire Highly competitive salary + flexible benefits platform + private health + study assistance Our client is a highly successful and growing wealth management company and now have a great oppo...

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Brand & Communications Manager

Salary range: £40k - £60k Employment term: Permanent Location: Whiteley, Hampshire Vacancy Status: Vacancy Filled Posted on: April 1st, 2022

Brand & Communications Manager Salary: £40k - £60k Location: could be choice of offices London, Bournemouth, Surrey, Hampshire / 2 days office based and the rest can be remoteThe JobOur client is a highly successful private wealth manag...

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Platform Operations Assistant (Wealth Management)

Salary range: £26k - £30k Employment term: Permanent Location: Fareham, Hants Vacancy Status: Vacancy Filled Posted on: December 28th, 2021

Platform Operations Assistant (Wealth Management) Fareham, Hampshire (Hybrid working 2 days a week in office) Salary £26,000 - £30,000 depending on experience and knowledge, generous holiday allowance and benefits (pension, Income protection,...

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Client Services Administrator

Salary range: Up to £32k Employment term: Permanent Location: Whiteley, Hampshire Vacancy Status: Vacancy Filled Posted on: December 28th, 2021

Client Services Administrator Whiteley Fareham (hybrid working 2 days per week in the office) Salary £28,000 - £32,000+ generous holidays and extensive benefits + exam support Our client is a highly successful wealth management company. Th...

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Corporate Development Specialist

Salary range: £70,000 - £85,000 Employment term: Permanent Location: London Vacancy Status: Vacancy Filled Posted on: December 10th, 2021

Corporate Development Specialist Salary £70,000 - £85,000 doe + generous benefits package and exam support Work from home and some office based (hybrid role) London Our client is an independently owned financial planning and discretiona...

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Part time Administrator

Salary range: £19k - £22k Employment term: Part time Location: Fareham, Hants Vacancy Status: Vacancy Filled Posted on: September 11th, 2021

Part time Client Services Administrator (5 hours per day) finish at 4.30pm Fareham, Hampshire Salary £22K (FTE), 28 days hols + Bank hols pro rata, health insurance, life assurance, benefits platform The Company Our client is a wealth ma...

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