Wealth Management Client Associate Jobs in Guildford

Job Title:Client Care AssistantLocation:Alder VetsJob Type: Permanent Full-timeHours: 40 hours per week. Monday to Friday 8 hours shifts. 1 in 4 Saturdays with a day off in lieu.We are looking for a Client Care Assistant to join our friendly reception team. You will be responsible for ensuring both...

The Group Financial Directoris responsible forleading the Groups financial reporting consolidation and financial control across multiple international entities ensuring compliance with IFRS regulatory requirements and internal governance standards. The role oversees the preparation of group financia...

Leads the team responsible for ICSR management for a selected project or group of projects as Team Leader Ensures adequate distribution of tasks for assigned projects and teams and oversees the workflow process Assures and exerts of activities leading to effective cooperation with clients in the are...

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and personalised to...