Head of Private Wealth
1 month ago
A terrific multi-service firm is recruiting a new partner into its private client practice.
This is a rare opportunity for an experienced private client partner to join as Head of Department and lead a small, but successful and directory ranked team that advises on all aspects of private client work including a cross jurisdictional element.
We welcome confidential applications from partners with the following experience:
- A central London/prime regional background
- Wills and Probate
- Tax and Trusts
- Estate Planning and Administration
- LPA
- Leadership experience or qualities
The above is not exhaustive.
This rare opportunity would suit someone who is blocked at their current firm, looking for a step up or who simply would like the opportunity to lead and develop a team with huge potential.
For an exploratory and confidential conversation please contact Simon Wright at G2 Legal at your earliest convenience.
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Head of Private Wealth
2 months ago
London (City of), United Kingdom EJ Legal Full timeEJ Legal are delighted to be working exclusively with a top 20 UK law firm in their search for a Private Wealth Partner to join their expanding London office as Head of Private Wealth. The role is suitable for an established partner, with a track record of leading a successful team. The firm will work with you to build a clear business plan, provide a...
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Associate Wealth Adviser
1 week ago
London, United Kingdom Apollo Private Wealth Full time**About the job**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you have started your Level 4 but haven't finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you...
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Associate Wealth Adviser
2 days ago
London, United Kingdom Apollo Private Wealth Full time**Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...
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Head of Human Resources
2 days ago
Isle of Man, United Kingdom Nedbank Private Wealth Full time**Head of Human Resources**: To design and implement the agreed Human Resources strategy and manage the HR and learning & development function to deliver effectively on HR strategic plans that underpin and enable the strategic objectives of the Nedbank Private Wealth International Division (NPWI). **Who are we?** Nedbank Private Wealth is a...
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Private Banking Officer
4 days ago
Isle of Man, United Kingdom Nedbank Private Wealth Full time**Private Banking Officer**: We have an excellent opportunity for a Private Banking Officer based in the Isle of Man office. job holder will be responsible for supporting the Corporate and Private Banking team to manage the requirements of existing and potential corporate and associated private clients. To work as part of a team to ensure the highest...
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Private Wealth Partner
2 months ago
London (City of), United Kingdom G2 Legal Limited Full timeA rare opportunity has arisen at a top tier practice in the City. The firm is keen to add a Partner, or experienced senior associate that has developed an established following of contacts within the private wealth sector.The firm has an established strength within the private wealth sector and service a range of International and domestic clients of HNW and...
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Wealth Manager
1 week ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeAre you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM...
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Wealth Manager
2 weeks ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeAre you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM...
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Wealth Manager
1 week ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. Operating in the City of London, CWM has...
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Wealth Manager
1 week ago
City of London, Greater London, United Kingdom Clearwater Wealth Management Full timeSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. Operating in the City of London, CWM has...
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Private wealth partner
2 months ago
London (City of), United Kingdom Bloom Legal Full timeThis well-known and very profitable London law firm has an excellent client base including HNW and UHNW individuals and families. It includes some of the wealthiest UK families and many family offices.As well as inheritance tax, trusts and estate planning for it's domestic and international client base, it has all the other teams a strong private client...
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Head of Paraplanning
5 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeYour missionAs the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. At Apollo, paraplanners are also responsible...
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Company Secretary
2 days ago
Isle of Man, United Kingdom Nedbank Private Wealth Full time**Company Secretary & Corporate Governance**: We are looking for a Company Secretary & Corporate Governance who will coordinate the operation of Board and Audit Committee meetings for Nedbank Private Wealth and its subsidiary companies, including formulating agendas, attending key meetings, maintaining minute books and ensuring that the correct procedures...
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Client Service Officer
2 days ago
Isle of Man, United Kingdom Nedbank Private Wealth Full time**Client Service Officer**: We have an excellent opportunity for a Client Service Officer to join our Client Service team based within our Isle of Man office. The role holder will be responsible for the delivery of excellent quality client service, ensuring our service standards are met at all times. In addition, client service excellence is delivered to...
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Investment Desk Technical Specialist
2 days ago
Isle of Man, United Kingdom Nedbank Private Wealth Full time**Investment Desk Technical Specialist**: We have an excellent opportunity for an Investment Desk Technical Specialist to join our team based in our Isle of Man office. The job holder will develop and maintain appropriate first-line processes to ensure the ongoing good governance of our discretionary management services. **Who are we?** Nedbank Private...
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Client Risk Investigation Specialist
4 days ago
Isle of Man, United Kingdom Nedbank Private Wealth Full time**Client Risk Investigation Specialist**: We have an excellent opportunity for a Client Risk Investigation Specialist join our Business Assurance team based in the Isle of Man office. The job holder will form part of a dedicated team responsible for monitoring Financial Crime and other Management Information relating to client activity, including recent and...
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Head of Wealth Planning
2 days ago
London, United Kingdom EFG International Full timeResponsibility for the FCA regulated and non-regulated UK Wealth Planning capability at the Bank on a restricted advice basis. This should include succession planning, asset protection, life insurance, and personal and family wealth restructuring. Responsibility for the overall direction and management (policies and guidelines) of the established Wealth...
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Talent Acquisition Partner
3 days ago
London, United Kingdom Apollo Private Wealth Full timeAn exciting opportunity for an experienced Talent Acquisition Partner to join one of the fastest-growing wealth management firms in the UK. Apollo Private Wealth is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families and institutions. We combine the institutional strength of the FTSE 100,...
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Wealth Manager
1 week ago
London, United Kingdom Clearwater Wealth Management Full timeSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James’s Place Wealth Management (SJP)...
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Wealth Manager
1 month ago
London, United Kingdom Clearwater Wealth Management Full timeSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James’s Place Wealth Management (SJP)...