Generational Wealth Consultant

Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK market, specialising in Financial Planning, Wealth Management, and Employee Benefits Recruitment.We are currently seeking a highly motivated Wealth Management Consultant to join our team of Diploma Qualified Financial Advisors across the UK. As a successful candidate,...

Pinstripe Personnel, a renowned Wealth Planning firm, is currently seeking a skilled Wealth Management Consultant to join their team. As a consultant, you will be responsible for providing expert advice to clients on their financial plans, helping them to achieve their goals and secure their financial future.About the RoleThis is a fantastic opportunity to...

About IDEX Consulting">We are a dynamic consulting firm based in Manchester city centre, dedicated to providing expert wealth planning services. We are seeking an experienced Wealth Planning Expert to join our team and help clients achieve their financial goals.">The Role:">To assess clients' financial situations, identify areas for improvement, and develop...

As a Wealth Protection Specialist with Sellick Partnership Limited - Private Practice, you will play a crucial role in advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters. This is an excellent opportunity to work with a recognised national law firm, providing expertise in estate planning,...

WEALTH MANAGEMENT ADMIN ANALYST UP TO 35,000 + BENEFITS & HYBRID WORKING A Wealth Planning Administrator is required to work for our Client, a prestigious and well known Private Bank & Wealth Management business with offices based in core cities throughout the UK. Offering a genuinely bespoke Wealth Management service to a diverse range of HNW individuals,...

Wealth Management RoleAs a Wealth Management Specialist with NJR Recruitment, you will have the opportunity to work collaboratively with Directors and Senior Consultants to provide technical support for key products and services delivery to clients.Key Responsibilities:Support clients in information gathering and planning from case-by-case delivery.Act as an...

**TECHNICAL SPECIALIST - PENSIONS & WEALTH MANAGEMENT** **LOCATION: REMOTE** **SALARY: 30,000 - 40,000 BENEFITS** Benefist on Offer: - Share Incentive Plan - Group Pension - Life Assurance - Income Protection - Health Cash Plan **One of the following Product Range is Required**: Pensions - SIPP, SSAS, DB or DC, Employee Benefits, Investments, Trusts &...

Opportunity SummaryNJR Recruitment invites applications for a Wealth Management Specialist position. As a member of our National Paraplanning Team, you will contribute to delivering key products and services to clients.About the OpportunityThis role offers a dynamic work environment, with opportunities for career growth and professional development. You will...

As a Tax Efficiency Lawyer at Service Care Solutions, you will play a crucial role in advising high-net-worth clients on complex succession planning and tax matters.With at least 8 years of PQE in Private Wealth law, you will be responsible for developing and implementing bespoke strategies to optimize tax efficiency.This role involves collaborating with a...

We are currently seeking a Financial Services Specialist to join our team at Pinstripe Personnel. As a key member of our wealth planning team, you will play a vital role in delivering exceptional client experiences.About the RoleThe successful candidate will have the opportunity to work closely with our talented team, utilizing their skills and expertise to...

Job SummaryWe are seeking a highly skilled Compliance Consultant to join our team at Willow Resourcing. The successful candidate will be responsible for providing high-quality file review services to our clients and ensuring compliance with FCA regulations.The ideal candidate will have a Level 4 Diploma qualification and a strong working knowledge of the FCA...

**Job Overview:**As a Global Wealth Expert at Georgiana Head Recruitment Limited, you will play a key role in advising High Net Worth (HNW) individuals and families on their complex global wealth. With a focus on international private clients, you will provide expert guidance on tax planning, estate planning, and investment management.To succeed in this...

** JOB ALERT - IFA ADMINISTRATOR** **REMOTE ROLE WITH CITY CENTRE OFFICES** **SALARY: UP TO 28,000** BENEFITS INCLUDE: 20 days Holidays + 8 Bank Holidays Private Medical Group Life Assurance Pension Scheme Health & Wellbeing Initiatives Buy & Sell Holiday Scheme With an excellent reputation for training staff, a real focus on work/life balance with...

Immerse yourself in a lucrative opportunity as a Financial Planning Consultant with Vision-FS Recruitment.We are seeking a highly skilled and experienced Diploma Qualified Financial Advisor to join our client's dynamic team, providing exceptional wealth management services to mass affluent and HNW individuals across the UK.The role involves managing existing...

About the Role">This is an exciting opportunity to work as a Private Wealth Tax Expert, advising individuals and business owners on complex tax queries.">As a Senior Manager or Manager, you will be responsible for delivering tax advisory services to our clients, working closely with senior directors and partners.">You will have the opportunity to work with a...

IDEX Consulting is seeking a senior private wealth lawyer to join our team in Greater Manchester. As a senior member of the private client department, you will be responsible for handling complex private client matters including wills, probate, tax planning, trusts, Elderly Client and care work, estates administration, EPAs and Court of Protection work.You...

THIS IS AN OVERSEAS POSITION FOR OUR OFFICE IN AUCKLAND, NEW ZEALAND.YOU MUST BE WILLING TO RELOCATE TO AUCKLAND FOR THIS ROLE.THIS ROLE IS FOR A JANUARY 2025 START.YOU ALSO HAVE THE OPTION OF GOING TO DUBAI FOR A 6 MONTH TRAINING PROGRAMME OR GO DIRECTLY TO AUCKLAND.Dreaming of a life in Auckland?Picture living in a dynamic city with a lifestyle that blends...

Role Overview: We are seeking an experienced Private Client Solicitor to join our client's team in Manchester, focusing on private wealth and family legal matters.About the Company: Our client is a full-service national law firm recognized by Chambers & Partners and Legal 500. They work with ultra-high net worth and high net worth individuals, business...

Well established IFA practice based in Manchester City Centre require an additional administrator to complement their existing team. The role involves dealing with HNW clients. Duties to include, but not limited to: - Processing new business - Placing deals - Processing technical workload such as Loan Trusts and multiple tranche investments.. - Providing...

Well established IFA practice based in Manchester City Centre require an additional administrator to complement their existing team. The role involves dealing with HNW clients. Duties to include, but not limited to: - Processing new business - Placing deals - Processing technical workload such as Loan Trusts and multiple tranche investments.. - Providing...