Wealth Management Jobs in Bristol

OverviewWe are seeking our new Client Relationship Manager to join the SBS team!Location:Bristol (Yate)Hybrid office 2 days per weekAs a Client Relationship Manager at SBS you will be at the forefront of our client interactions ensuring their success and satisfaction. You will work cl More...

Job DescriptionFINANCIAL CUSTOMER SERVICE ADVISOR BRISTOL / HYBRID 30-40kOur client based in Bristol is looking to recruit a Financial Customer Service Advisor to join their team on a full-time permanent basis. ABOUT THE ROLEAs a Financial Customer Service Advisor you will be responsi More...

Line of ServiceTaxIndustry/SectorBusiness ServicesSpecialismBanking & FinanceManagement LevelAssociateJob Description & SummaryAt PwC our people in tax services focus on providing advice and guidance to clients on tax planning compliance and strategy. These individuals help bu More...

Line of ServiceAssuranceIndustry/SectorFS X-SectorSpecialismRiskManagement LevelManagerJob Description & SummaryAbout the role:Our Insurance and Asset & Wealth Management (I&AWM) practice partners with leading financial services firms to help them manage risk meet regulato More...

About Allica BankAllica is the UKs fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs one of the last major underserved opportunities in Fintech.Established SMEs are the backbone of local communities - re More...

OVERALL SUMMARYAt Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home li More...

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 More...

Job PurposeThe position is a portfolio management role delivering the firms asset allocation views in a client tailored way to a large and varied group of clients. Working within the Scottish Portfolio Management team to deliver an excellent level of service to the regions Investment More...

Job SummaryPerforms administrative support and coordinates activities for the team to ensure that client needs are consistent with trust laws and regulations. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks More...

Company:MercerDescription:Sales Consultant (Employee Benefits) - Salary attractive bonus packageMercer Marsh Benefits have a fantastic opportunity to join our team as an Employee Benefits Sales Consultant.The role is focussed on new business development within SME organisations. You More...

Starting in August we are seeking a 360-Recruitment Relationship Manager for a 6-month fixed term contract to join our team in the UK. In this role you will be responsible for managing the full recruitment lifecycle while building and maintaining strong relationships with hiring manag More...

Were recruiting for a Business Development Manager to join an established team taking ownership of the Scottish market where this person will need to be based. In this role youll identify develop and manage relationships to deliver sales quality and profitability targets across a More...

JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services advisory and technology for our clients. We are committed to hiring the best most talented people and empowering t More...