350

Wealth Management jobs in United Kingdom

Wealth Management Paraplanner & Compliance – Hybrid

Nelsons Solicitors

Nottingham
Hybrid
GBP 60,000 - 80,000
24 days ago
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Aspiring Portfolio Manager – Wealth Management Support

Huntsrecruitment

City of Edinburgh
On-site
GBP 30,000 - 45,000
28 days ago

Client Director – North West

Handelsbanken plc

England
Hybrid
GBP 70,000 - 90,000
29 days ago

Director, Wealth Manager

Brewin Dolphin Holdings PLC

Bath
On-site
GBP 50,000 - 70,000
26 days ago

Investment Assistant

LGT Vestra LLP

Bristol
On-site
GBP 30,000 - 40,000
29 days ago
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Assistant Portfolio Manager

Huntsrecruitment

City of Edinburgh
On-site
GBP 30,000 - 45,000
28 days ago

Marcus by Goldman Sachs, Reporting and Insights Lead, Senior Analyst, Birmingham Birmingham U[...]

Goldman Sachs

Birmingham
On-site
GBP 50,000 - 70,000
27 days ago

Marcus by Goldman Sachs, Business Risk Analyst, Analyst, London London United Kingdom Analyst

Goldman Sachs

Birmingham
On-site
GBP 80,000 - 100,000
27 days ago
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Investment Assistant

LGT Group

Bristol
On-site
GBP 25,000 - 35,000
29 days ago

People Business Partner

FNZ Group

City of London
On-site
GBP 70,000 - 90,000
23 days ago

People Business Partner

FNZ Group

City of Edinburgh
On-site
GBP 80,000 - 100,000
28 days ago

Sales Lead

Latest Sales Jobs

City of London
Hybrid
GBP 80,000 - 100,000
26 days ago

Global Family Office Strategy – Vice President at JP Morgan in London JP Morgan

Andsimple

City of London
On-site
GBP 150,000 - 200,000
29 days ago

Client Services Supervisor

AFH Financial Group.

Bromsgrove
On-site
GBP 60,000 - 80,000
26 days ago

Financial Services Administrator

FNZ Group

Bristol
Hybrid
GBP 60,000 - 80,000
27 days ago

Business Development Manager Advised Platform

Liverpool Victoria

Northern Ireland
Hybrid
GBP 60,000 - 80,000
28 days ago

Senior Compliance Advisory Manager

Ascot Lloyd Group

City of London
Hybrid
GBP 60,000 - 80,000
27 days ago

Technical Product Owner - Fintech - Remote

Wealth Dynamics Ltd

City of London
Hybrid
GBP 50,000 - 70,000
24 days ago

Anaplan Developer

AnaVation LLC

City of London
Hybrid
GBP 65,000 - 85,000
26 days ago

Transfers Officer

FNZ Group

City of Edinburgh
Hybrid
GBP 80,000 - 100,000
29 days ago

LGV Driver

Cavanagh Wealth Management

United Kingdom
On-site
GBP 25,000 - 35,000
23 days ago

Private Client Family Business Tax Senior Manager

Unity Advisory

United Kingdom
On-site
GBP 70,000 - 90,000
24 days ago

Office Junior Apprentice

Whateley Wealth Management Ltd

Birmingham
On-site
GBP 18,000 - 22,000
24 days ago

Investment Support Assistant

LGT Vestra LLP

Bristol
On-site
GBP 30,000 - 40,000
29 days ago

Paraplanner

Swiss Life Group

City of London
On-site
GBP 30,000 - 45,000
29 days ago

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Wealth Management Paraplanner & Compliance – Hybrid
Nelsons Solicitors
Nottingham
Hybrid
GBP 60,000 - 80,000
Full time
24 days ago

Job summary

A leading law firm in the East Midlands is seeking a paraplanner to join their Wealth Management team. The role involves producing compliant financial advice reports, collaborating closely with Independent Financial Advisers, and ensuring regulatory adherence. Candidates should have a minimum of 2 years' experience in paraplanning or compliance, with a strong understanding of financial planning and regulatory frameworks. The position offers a competitive salary, hybrid working options, and a comprehensive benefits package including 25 days leave and pension.

Benefits

25 days annual leave plus bank holidays
Pension
Discounts on selected legal services
Hybrid Working after probation

Qualifications

  • Minimum of 2 years' experience in paraplanning/compliance within financial services.
  • Strong understanding of financial planning principles and regulatory frameworks.
  • Ability to work under pressure and manage competing priorities.

Responsibilities

  • Collaborate with IFAs and paraplanners to prepare compliant advice reports.
  • Take ownership of client paperwork and support client-facing tasks.
  • Assist with FCA reporting and conduct compliance checks.

Skills

Attention to detail
Strong communication skills
Team collaboration
Proactive mindset

Education

Diploma in Financial Planning or working towards it
Job description
A leading law firm in the East Midlands is seeking a paraplanner to join their Wealth Management team. The role involves producing compliant financial advice reports, collaborating closely with Independent Financial Advisers, and ensuring regulatory adherence. Candidates should have a minimum of 2 years' experience in paraplanning or compliance, with a strong understanding of financial planning and regulatory frameworks. The position offers a competitive salary, hybrid working options, and a comprehensive benefits package including 25 days leave and pension.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.