Wealth Management Job Openings in Wales — Search & Apply
3 days ago
11.
Field Client Portfolio Manager - Wealth Solutions Advisers
Job in
Swansea, Wales, UK
(Swansea jobs)
Finance & Banking (Portfolio & Asset Management, Wealth Management, Financial Sales)
Openwork Partnership is seeking a Client Portfolio Manager for Omnis Investments. You will be the face and voice of Omnis for Openwork...
Field Client Portfolio Manager - Wealth Solutions Advisers JobListing for: Openwork Limited |
3 days ago
12.
Financial Planner; Remote
(Remote / Online) - Candidates ideally in
Swansea, Wales, UK
(Swansea jobs)
Finance & Banking (Financial Advisor / Consultant, Wealth Management, Financial Sales)
Financial Planner – New Business (Remote) - Location: Fully Remote – UK - based - Salary: Negotiable, dependent on experience - Job Type:...
Financial Planner; Remote JobListing for: Rgh-Global Limited |
3 days ago
13.
CASS Analyst
Job in
Penarth, Wales, UK
(Penarth jobs)
Finance & Banking (Financial Advisor / Consultant, Financial Compliance, Wealth Management, Financial Services)
Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with...
CASS Analyst JobListing for: Wealthify |
6 days ago
14.
Financial Planner
Job in
Cardiff, Wales, UK
(Cardiff jobs)
Finance & Banking (Wealth Management)
Cadence is a technology - led lifestyle financial planning firm, built from a blank sheet by experienced planners. No legacy systems, no...
Financial Planner JobListing for: Cadence Financial Planning Limited |
1 week ago
15.
Remote Financial Guidance Consultant
(Remote / Online) - Candidates ideally in
Swansea, Wales, UK
(Swansea jobs)
Finance & Banking (Financial Advisor / Consultant, Wealth Management)
Wealth Wizards is seeking a Financial Planning Consultant to grow the Personal Advice Team and manage customers throughout their journey....
Remote Financial Guidance Consultant JobListing for: Wealth Wizards |
1 week ago
16.
Remote Financial Guidance Consultant
(Remote / Online) - Candidates ideally in
Cardiff, Wales, UK
(Cardiff jobs)
Finance & Banking (Financial Advisor / Consultant, Wealth Management)
Wealth Wizards is seeking a Financial Planning Consultant to grow the Personal Advice Team and manage customers throughout their journey....
Remote Financial Guidance Consultant JobListing for: Wealth Wizards |
1 week ago
17.
Senior Fiduciary Administrator & Portfolio Lead
Job in
Neath, Wales, UK
(Neath jobs)
Finance & Banking (Portfolio & Asset Management, Wealth Management)
Crestbridge Fiduciary is seeking a proactive administrator to manage a diverse client portfolio and support high - net - worth activities...
Senior Fiduciary Administrator & Portfolio Lead JobListing for: Crestbridge Fiduciary |
1 week ago
18.
Senior Administrator
Job in
Neath, Wales, UK
(Neath jobs)
Finance & Banking (Portfolio & Asset Management, Wealth Management)
About Us - Crestbridge Fiduciary is a privately - owned and independent fiduciary services provider. - About Us - Crestbridge Fiduciary...
Senior Administrator JobListing for: Crestbridge Fiduciary |
1 week ago
19.
Service Team Leader – Private Banking & Wealth Mgmt
Job in
Neath, Wales, UK
(Neath jobs)
Management (Banking & Finance, Wealth Management), Finance & Banking (Banking & Finance, Wealth Management)
Barclays Jersey Private Bank seeks a Service Team Lead to oversee frontline service delivery, support relationship initiatives, and shape...
Service Team Leader – Private Banking & Wealth Mgmt JobListing for: Barclays |
1 week ago
20.
Associate Director Private Capital
Job in
Neath, Wales, UK
(Neath jobs)
Finance & Banking (Financial Compliance, Regulatory Compliance Specialist, Wealth Management)
An exciting opportunity has arisen for an experienced fiduciary professional to join a leading private capital team. This is a senior...
Associate Director Private Capital JobListing for: Alexander Daniels |