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Royal Bank of Canada

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Director, Wealth Manager
Seen active today Posted Aug 7
Manchester, United Kingdom Senior Full Time

Role highlights

  • Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to…
  • As a Director, Wealth Manager, you will be responsible for leading and managing business targets, delivering net revenue growth, cumulative…

Barclays Bank PLC

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Senior Wealth Planner - Wealth Management
Seen active yesterday Posted Jul 29
Manchester, United Kingdom Senior Full Time

Role highlights

  • This role is part of our Wealth Management Business, a growing area for the bank.
  • Join us as a Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through…

EY

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FS Tax Manager - Wealth & Asset Management - London/Manchester
Seen active today Posted Aug 14
Manchester, United Kingdom Mid

Role highlights

  • The Opportunity We’re seeking Managers to join our FS Private Capital team, bringing strong tax advisory experience in asset management…
  • Key Responsibilities Manage the successful delivery of technically complex and demanding tax advisory projects across a range of matters in…

EY

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FS Tax Manager - Wealth & Asset Management - London/Manchester 1
Seen active today Posted Aug 14
Manchester, United Kingdom Mid

Role highlights

  • The Opportunity We’re seeking Managers to join our FS Private Capital team, bringing strong tax advisory experience in asset management…
  • Key Responsibilities Manage the successful delivery of technically complex and demanding tax advisory projects across a range of matters in…

Chase de Vere Independent Financial Advisers Limited

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Central Operations Administrator
Seen active yesterday Posted Aug 14
Manchester, United Kingdom Mid Full Time

Role highlights

  • Your day to day role: To ensure that all fees related to business processing are produced and followed up as…
  • You will assist the Advisers in the processing of new business, and the provision of an excellent service to all…

Chase de Vere Independent Financial Advisers Limited

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PICOP Paraplanner
Seen active yesterday Posted Aug 13
Bury, United Kingdom Entry Full Time

Role highlights

  • Researching, analysing market trends and report writing, Chase de Vere PICOP paraplanners work closely with our advisers to deliver indepen…
  • Compiling investment, pension and protection illustrations, projections and associated documentation.

A-Plan Holdings (Unlimited)

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Insurance Advisor
Seen active yesterday Posted Aug 13
Altrincham, United Kingdom Mid Full Time

Role highlights

  • We promote within, everyone in a leadership position started out as an Insurance Advisor – We give you all the…
  • You have awesome problem-solving skills – all of our clients are totally unique, so we need to come up with…

A-Plan Holdings (Unlimited)

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Insurance Advisor
Seen active yesterday Posted Aug 13
Altrincham, United Kingdom Mid Full Time

Role highlights

  • We promote within, everyone in a leadership position started out as an Insurance Advisor – We give you all the…
  • You have awesome problem-solving skills – all of our clients are totally unique, so we need to come up with…

Isio

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Wealth Advisory - Regional Head
Seen active today Posted Jun 17
Manchester, United Kingdom Senior Full Time

Role highlights

  • Extensive management and leadership experience within the Wealth Planning Industry, backed up with a curious and rigorous mindset Experienc…
  • Building our profile, reputation and engagement internally and externally Supporting our continued growth as a business through advising an…

BNY

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Senior Specialist, Asset Transfers
Seen active yesterday Posted Aug 4
Manchester, United Kingdom Senior Full Time

Role highlights

  • We’re seeking a future team member for the role of Senior Specialist, Asset Transfers to join our Wealth Services Operations…
  • BNY’s Wealth Services platform is a dynamic ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-p…

Chase de Vere Independent Financial Advisers Limited

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Private Client Administrator
Seen active yesterday Posted Aug 11
Manchester, United Kingdom Mid Full Time

Role highlights

  • What your role will involve Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process…
  • Experience working within defined service standards, policies and procedures Good communication skills, via email and phone, are an essenti…

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Myerson

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Family Senior Associate
Seen active today Posted Jul 31
Altrincham, United Kingdom Senior Full Time

Role highlights

  • The role This Senior Associate role involves providing the highest quality advice across a range of privately funded family law…
  • We are looking for an experienced solicitor, likely operating at Senior Associate level, with at least 8PQE.

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Allica Bank

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Portfolio Relationship Manager
Seen active yesterday Posted Jul 29
Manchester, United Kingdom Mid Full Time

Role highlights

  • Role Description You will be responsible for developing and nurturing relationships with a portfolio of remotely managed SMEs onboarded thr…
  • Principal Accountabilities Successfully remote relationship managing a portfolio of established SME businesses, Helping them to make the mo…

BDO

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Financial Services Advisory Assistant Manager
Seen active today Posted Jul 27
Manchester, United Kingdom Entry Full Time

Role highlights

  • Overview As an Assistant Manager in the Financial Services Advisory (Internal Audit) team, you will have the opportunity to work…
  • You'll be someone with: Proven internal audit and/or regulatory assurance experience gained within, or working with, Financial Services org…

Mattioli Woods Limited

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Client Relationship Manager
Seen active yesterday Posted Jul 7
Stockport, United Kingdom Mid Full Time

Role highlights

  • We're hiring a detail-driven administrator to keep our client operations running smoothly at Cullen Wealth, part of the Mattioli Woods…
  • You'll be front and centre – handling transfers, withdrawals, fund switches, ISAs, pensions, and protection cases, while being a key…

BNY External Career Site

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Vice President, Client Service Management
Seen active yesterday Posted Jun 30
Manchester, United Kingdom Mid Full Time

Role highlights

  • We’re seeking a future team member for the role of Vice President, Client Service Management to join our Client Services…
  • Knowledge of common processes governing client arrangements such as Global Custody Agreements, Pricing approaches and client profitability…

Isio

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Trustee Liability Insurance Consultant
Seen active today Posted Jun 12
Manchester, United Kingdom Mid Full Time

Role highlights

  • Act as the primary point of contact during claims, coordinating between clients, insurers, and legal advisers to support efficient resoluti…
  • Manage the full lifecycle of the insurance process including negotiating optimal terms, placement, renewals, mid‑term adjustments, and poli…

Aon Corporation

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Employee Benefits Associate Consultant
Seen active today Posted May 14
Manchester, United Kingdom Entry Full Time

Role highlights

  • Undertake reviews of clients’ employee benefits requirements, documenting and analysing the results, together with making recommendations f…
  • Skills and experience that will lead to success Experience within the Health & Benefits sector is preferential – Whether from…

Vanguard Asset Services

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Retirement Specialist - Retirement and Managed Services
Seen active 3 days ago Posted Apr 28
Manchester, United Kingdom Senior Full Time

Role highlights

  • Being able to operate at scale is a key aspect of this role Inspires and acts as a role model…
  • Carefully weigh-up the advantages of using traditional clients service crew, coaches or advisers at different points in journeys Drive tran…

BNY

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Specialist, Investor Services Operations II
Seen active yesterday Posted Aug 18
Manchester, United Kingdom Mid Full Time

Role highlights

  • Experience in a financial services operational area and/or oversight handling preferred.
  • In this role, you’ll make an impact in the following ways: Investigate and resolve complaints received for our clients, attempting…

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