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Support financial advisers by preparing suitability reports, presenting cashflow in client meetings, performing technical research, ensuring KYC accuracy, and delivering high-quality, timely advice documentation while managing risks and stakeholder communications.

Build and manage trusted client relationships, provide personalised investment advice and portfolio management aligned to firm investment philosophy, execute business plans, win new business, review and remodel portfolios, collaborate with financial planning colleagues, maintain accurate client records, mentor junior investment managers, and operate within a risk management and regulatory framework.

Manage a team of 9 to deliver compliant, timely client onboarding. Oversee vetting of documentation for AML, FATCA, FCA, CASS, KYC and suitability. Drive continuous improvement, governance, KPI/KRI reporting, training, and technical escalation to safeguard the firm and ensure a positive client onboarding experience.

Lead adviser relationship development across Bristol and the South West to identify, convert and manage IFAs, wealth planners and firms. Deliver in excess of £100m new AUM annually via new business, strategic account management and pipeline discipline. Promote MPS and discretionary propositions, build regional business plans, collaborate with regional offices, mentor junior BD colleagues and host adviser events to drive consistent client and adviser experience.

Provide personalised financial planning and wealth management advice, build and maintain client and COI relationships, execute business plans, mentor advisers, ensure compliance and record-keeping, and collaborate with Investment Management and Professional Services to grow and retain client assets.

Provide administrative support to Investment Managers, manage client relationships and records, process cash and FX transactions, handle new account setup and AML documentation, liaise with operational teams, identify and report risks, coach administrators, and support client digital tool adoption.

Provide environment management and release support across multiple financial systems. Coordinate daily health checks, investigate file transfers and API/UAT connection issues, manage test account credentials, perform environment refreshes and CORD releases, and liaise with stakeholders to resolve incidents and support governance.

Provide administrative and client-facing support to Investment Managers, maintain client records and back-office systems, prepare meeting packs and valuations, assist with pitches, and handle cash transfers, FX transactions and account monitoring while ensuring regulatory compliance and excellent client service.

Provide full administrative support to Financial Planners, manage client relationships and records, prepare meeting packs and valuations, liaise with operational teams on transfers and data changes, and maintain back-office systems to ensure excellent client outcomes.

Provide administrative support to Financial Planners, maintain client records and back-office systems, prepare meeting packs and valuations, liaise with operational teams, and build relationships to deliver excellent client outcomes within a wealth management setting.