Current jobs related to Wealth and Succession Planning Expert - Birmingham, Birmingham - VWV
-
Director of Paraplanning
1 month ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead a high-performing team to deliver exceptional client experiences and contribute to the company's growth strategy.About the RoleThis is a senior leadership position...
-
Director of Paraplanning
1 month ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead a high-performing team to deliver exceptional client experiences and contribute to the company's growth strategy.About the RoleThis is a senior leadership position...
-
Director of Paraplanning
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead a high-performing team to deliver exceptional client experiences and contribute to the company's growth strategy.About the RoleThis is a senior leadership position...
-
Director of Paraplanning
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead a high-performing team to deliver exceptional client experiences and contribute to the company's growth strategy.About the RoleThis is a senior leadership position...
-
Visionary Leader | Paraplanning Excellence
24 hours ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the Role:We are seeking an exceptional Paraplanning Director to join our team at Succession Wealth. The successful candidate will lead our Paraplanning function, ensuring it operates at the highest level and drives business growth.Key Responsibilities:Provide strategic leadership to the Paraplanning function, driving excellence and efficiency.Champion...
-
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeSuccession Wealth, a leading UK-based financial advisory firm with over 800 professionals, is seeking a highly experienced and motivated Director of Paraplanning to lead and elevate our paraplanning function. As part of the Group Operations team, you will play a pivotal role in shaping the future of our paraplanning services. This exciting opportunity...
-
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeSuccession Wealth, a leading UK-based financial advisory firm with over 800 professionals, is seeking a highly experienced and motivated Director of Paraplanning to lead and elevate our paraplanning function. As part of the Group Operations team, you will play a pivotal role in shaping the future of our paraplanning services. This exciting opportunity...
-
Senior Paraplanning Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly experienced and skilled individual to join our team as a Director of Paraplanning at Succession Wealth.As a key member of our leadership team, you will be responsible for leading our Paraplanning function, ensuring that our clients receive high-quality, efficient service.Key ResponsibilitiesLead the Paraplanning...
-
Data Architect
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeData and Systems ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices6 month contract initially with potential for extensionDay rate of £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to a wide range of clients.We are...
-
Data Architect
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeData and Systems ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices6 month contract initially with potential for extensionDay rate of £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to a diverse range of clients.We are...
-
Data Architect
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeData and Systems ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices6 month contract initially with potential for extensionDay rate of £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to a diverse range of clients.We are...
-
Data Architect
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeData and Systems ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices6 month contract initially with potential for extensionDay rate of £450 - £500 (DOE)Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to a wide range of clients.We are...
-
Director of Paraplanning
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead the Paraplanning function, championing Succession's Vision & Values, and growing your team to meet business needs.Key Responsibilities:Lead the Paraplanning function,...
-
Director of Paraplanning
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningJoin Succession Wealth, a leading Financial Advisory firm, in a newly created role that will drive excellence in Paraplanning. As Director of Paraplanning, you will lead the Paraplanning function, championing Succession's Vision & Values, and growing your team to meet business needs.Key Responsibilities:Lead the Paraplanning function,...
-
Director of Paraplanning
6 days ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeAbout the RoleSuccession Wealth, a leading Financial Advisory firm, is seeking an experienced Director of Paraplanning to lead our Paraplanning function. This newly created role will be responsible for ensuring our Paraplanning teams provide a high-quality, efficient service that meets the evolving needs of our clients.Key ResponsibilitiesLead the...
-
Data and Systems Architect
2 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeData and Systems ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices 6 month contract initially with potential for extension Day rate of £450 - £500 (DOE) Succession Wealth is one of the UK's leading Financial Advisory firms with a network of Wealth Planners across the UK providing high quality financial advice to a wide range of...
-
Data Architect
2 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeData ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices 6 month contract initially with potential for extension Day rate of £450 - £500 (DOE) Succession Wealth is one of the UK's leading Financial Advisory firms with a network of Wealth Planners across the UK providing high quality financial advice to a wide range of clients. We are...
-
Employee Benefits Administrator
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeEmployee Benefits Administrator RoleWe are seeking an experienced Employee Benefits Administrator to join our team at Succession Wealth. As an Employee Benefits Administrator, you will play a crucial role in supporting our Planners in maintaining a portfolio of employee benefits clients and ensuring that our business delivers an outstanding service to our...
-
Employee Benefits Administrator
3 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeEmployee Benefits Administrator RoleWe are seeking an experienced Employee Benefits Administrator to join our team at Succession Wealth. As an Employee Benefits Administrator, you will play a crucial role in supporting our Planners in maintaining a portfolio of employee benefits clients and ensuring that our business delivers an outstanding service to our...
-
Director of Paraplanning
2 months ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timeDirector of ParaplanningSuccession Wealth is seeking a highly experienced and skilled Director of Paraplanning to lead our Paraplanning teams in delivering exceptional client service and driving business growth.About the RoleThis is a newly created role that will be responsible for overseeing all aspects of Paraplanning across the organization, ensuring that...
Wealth and Succession Planning Expert
2 months ago
About the Role
VWV is a leading UK law firm seeking a highly skilled Tax and Trusts Manager to join our Directory-rated private client team. As a key member of our team, you will play a vital role in providing expert tax and trusts advisory services to our clients.
Key Responsibilities
- Liaise with clients on succession and tax planning advice, ensuring seamless communication and delivery of high-quality services.
- Attend trustee meetings, prepare minutes, and oversee trust accounts and tax returns to ensure accuracy and compliance.
- Calculate trustees' tax liabilities, prepare and review policy statements, and deal with trust payments and distributions.
- Work collaboratively with colleagues across offices to provide a seamless 'one stop shop' service for our clients.
About You
We are looking for a highly experienced Tax and Trusts Manager with a strong background in tax and trusts advisory services. You will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment. If you are passionate about delivering high-quality services and have a love of team endeavour, we would love to hear from you.
Our Culture
VWV is a Top 100 law firm with a close-knit and friendly culture. We value diversity and inclusivity, and we are committed to creating an environment where everyone feels valued and supported. If you require any special adjustments to be made in order to be considered for this role, please do not hesitate to contact us.