Private Wealth Management
3 days ago
Job Title: Private Wealth Management / Personal Finance Advisor Job Type: Part-time, Contract Location: Remote Job Summary: Join our customer's team as a Private Wealth Management / Personal Finance Advisor and offer your expertise to improve personalized wealth management at scale. You'll work closely with one of the leading AI labs on a core capability, conducting focus sessions and providing async feedback to elevate the personal finance user experience. We are seeking top-tier professionals who place a premium on exceptional client service and communication. Key Responsibilities: Deliver expert personal finance guidance to individuals with varying risk profiles and income levels. Work closely with researchers to provide asynchronous feedback and expertise that enhance advisory solutions at scale. Design and manage strategies for portfolio construction, expense management, and financial decision-making that align with individual client risk profiles and goals, including complex scenarios. Leverage extensive experience from leading private wealth management and personal finance practices to drive best-in-class outcomes. Demonstrate exemplary written and verbal communication in all client and team interactions. Maintain the utmost discretion, professionalism, and a client-first approach throughout all advisory engagements. Required Skills and Qualifications: Several years of hands-on experience and leadership in private wealth management or personal finance advisory at a leading financial institution (e.g., Schwab Private Client Services, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch). Proven track record designing and implementing investment personalized portfolios, expense management processes, and decision-making strategies tailored to client-specific risk profiles and income. Expertise in delivering high-touch client service to discerning clientele. Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations. Exceptional written and verbal communication skills, prioritizing clarity, empathy, and professionalism. Ability to thrive in a remote, collaborative, and fast-paced environment. Unwavering commitment to ethical standards and client confidentiality. Preferred Qualifications: Experience leading advisory teams or high-impact client initiatives in a private wealth practice. CFA, CFP, or other relevant professional certifications. Familiarity with digital tools.
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Private Client Solicitor
2 weeks ago
Preston, United Kingdom Austen Lloyd Ltd. Full timePRIVATE CLIENT SOLICITOR – SENIOR ROLE – PROGRESSION POTENTIAL – EXCELLENT FIRM.PRIVATE CLIENT SOLICITOR / TAX AND WEALTH MANAGEMENT – A very exciting opportunity for a candidate with strong Private Client experience to manage a caseload centred on complex Wills and Trusts, Taxation and Wealth Management matters at a brilliant multi-office firm....
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Private Client Solicitor
2 weeks ago
Preston, United Kingdom Austen Lloyd Full timePRIVATE CLIENT SOLICITOR – SENIOR ROLE – PROGRESSION POTENTIAL – EXCELLENT FIRM.PRIVATE CLIENT SOLICITOR / TAX AND WEALTH MANAGEMENT – A very exciting opportunity for a candidate with strong Private Client experience to manage a caseload centred on complex Wills and Trusts, Taxation and Wealth Management matters at a brilliant multi-office firm. –...
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MANCHESTER, LANCASHIRE, United Kingdom JPMorganChase Full time £60,000 - £120,000 per yearDescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the UK market of J.P Morgan's EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are...
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Private Client Assistant
2 weeks ago
Preston, United Kingdom atomos Full time**About the role** You’ll take ownership of specific client or adviser requirements and follow through to completion, including producing suitability reports, updating existing or creating new financial planning cash-flow reports, processing new business and completing paperwork. Your role also supports our Financial Advisers with their diary management,...
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Private Patient Administrator
14 hours ago
Preston, Lancashire, United Kingdom Ramsay Health Care UK Full timeJob Description Private Patient Administrator Fulwood Hall Hospital - Preston Full Time 37.5 hours per week Salary - Depending on experience + Benefits Summary Fulwood Hall Hospital was opened as a purpose built facility in 1986. In 2009 the hospital completed a £9m pound investment to refurbish and expand the site, making it the largest independent...
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Wealth Planning Administrator
1 week ago
Lancashire, United Kingdom Fram Search Full timeA leading wealth management firm in the UK is seeking a Financial Planning Administrator to support advisers and ensure the advice process runs smoothly. The role includes obtaining valuations, processing new business, and maintaining client records. This position offers a hybrid working pattern after initial office-based training. The ideal candidate will...
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MANCHESTER, LANCASHIRE, United Kingdom JPMorganChase Full time £60,000 - £120,000 per yearDescription This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly...
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Operations Manager
2 weeks ago
Lancashire, United Kingdom MERJE Full timeOperations Manager – Payment Control & Investigations This role requires an experienced Operations Manager to provide leadership and management to direct reports to ensure the day-to-day functions relevant to the Payment Control & Investigations team are completed prior to deadlines and in line with legal, regulatory, and company procedures. The successful...
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Private Banking Manager
2 weeks ago
Preston, Lancashire, United Kingdom Handelsbanken Full time £45,000 - £80,000 per yearJob IntroductionA role has arisen within our Preston branch, for a Private Banking Manager.The post holder will be responsible for the maintenance and development of a customer portfolio. You will be responsible for the winning and on-boarding of new customers via proactive and focused business development activities as well as maintaining an existing...
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Audit Manager
2 weeks ago
Preston, United Kingdom Michael Page Finance Full timeDue to significant growth and an increasing client portfolio, my client is actively looking for an Audit Manager to work across the North West network, managing a well established audit team. Client Details Based across the North West, their offices are modern, vibrant with a great culture. This firm offers a range of accounting services from Audit, Accounts...
