Private Wealth Development Director

Sellick Partnership Limited - Private Practice is seeking a skilled Private Wealth Solicitor to join our team. As a Private Wealth Solicitor, you will be responsible for providing expert advice on financial management, estate planning, and tax efficiency strategies.About UsWe are a full-service regional law firm that is committed to delivering exceptional...

About the Role: Director of Investment and Wealth ManagementLocation: Newcastle upon TyneSalary: £80,000 - £100,000 per annum + performance-related bonus and comprehensive benefits packageWe are seeking a skilled and ambitious professional to lead our investment and wealth management team. Your focus will be on developing quality business from various...

Private Wealth Manager OpportunityHeat Recruitment seeks a seasoned Private Wealth Manager to drive business growth and expansion in Newcastle upon Tyne, UK.The ideal candidate will possess excellent communication skills, a deep understanding of the investment industry, and a proven track record in business development.Salary Information: The estimated...

Job DescriptionWe are seeking an experienced Administrative Support Role for our Financial Planning & Wealth Management Business.Responsibilities include preparing correspondence, ensuring client records are accurate and up-to-date, processing letters of authority, and maintaining administration systems.The ideal candidate will have excellent communication...

At Sellick Partnership Limited - Private Practice, we are seeking a highly skilled Senior Private Client Lawyer to join our team. The successful candidate will be involved in a variety of private client matters and will have the opportunity to contribute to the growth and success of our firm as we expand into new markets.About the RoleThis is an exciting...

About the Opportunity:We are seeking a highly motivated and organized Wealth Management Coordinator to join our team in Newcastle. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.Key Responsibilities:Prepare correspondence, including letters and emails, to...

We have an exciting opportunity for a Private Wealth Tax Specialist to join our team in Newcastle or Bristol. As a key member of our Tax/Trust Accounting team, you will be responsible for preparing tax returns, managing client relationships, and ensuring that all tasks are completed efficiently.Your main responsibilities will include:Preparing and reviewing...

Job Overview:Our client is an established and respected investment management firm looking for a talented Strategic Investment Director to support their continued expansion in Newcastle upon Tyne.The successful candidate will focus on developing new private client business, leveraging their existing network and building new connections with professional...

**Job Title:** Investment Director - Private Client Development**Location:** Newcastle upon Tyne & County Durham**Salary:** Up to £100,000 plus bonus and full packageHeat Recruitment is working with a well-established investment management firm to find an additional Investment Manager to assist with the development of their offices in Newcastle upon...

About the RoleWe are seeking an experienced Senior Wealth Strategist to join our team in Newcastle.As a key member of our team, you will be responsible for maintaining existing client relationships and developing additional private client business through your own and new individual connections as well as professional intermediaries.

Job Summary: Investment Director - Private ClientLocation: Newcastle upon TyneSalary: Up to £105,000 plus bonus and full packageHeat Recruitment is working with a leading national investment management firm to recruit an Investment/Portfolio Director to join their team in Newcastle upon Tyne. As Investment Director, you will play a key role in assisting the...

We are excited to announce an opportunity for a Legacy Planning Attorney to join our team at Sellick Partnership Limited - Private Practice. As a Legacy Planning Attorney, you will be responsible for providing expert advice on legacy planning, tax efficiency, and wealth protection strategies.About the FirmWe are a full-service regional law firm that is...

Company OverviewRecruit Wealth Ltd is a well-known, trusted brand with Private Equity backing, experiencing rapid growth and expansion across the UK.Job DescriptionWe are seeking experienced Paraplanners to join our national Financial Planning client in their regional Newcastle offices.ResponsibilitiesThe successful candidate will have the following...

Job OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...

Portfolio Development Director PositionHeat Recruitment is looking for a Portfolio Development Director to enhance our team.Estimated Salary Range: £80,000 - £120,000 based on location and job requirements.Key Responsibilities:This role involves maintaining existing client relationships and developing additional private client business.The Portfolio...

Job Title: Wealth Management Compliance LeadAzets is seeking a highly experienced Wealth Management Compliance Lead to join our team. As a key member of our compliance team, you will be responsible for leading our Wealth Management compliance efforts and ensuring that all activities comply with relevant laws and regulations.In this role, you will oversee the...

Investment Business Development DirectorHeat Recruitment is currently working with a leading investment management firm who are looking for an experienced Investment Business Development Director to join their team.The successful candidate can expect a basic salary of up to £105,000 plus bonus and full package.Your focus will be on developing additional...

About the Job:We are looking for a Senior Wealth Management Specialist to join our team in Newcastle upon Tyne. As a key member of our investment management firm, you will be responsible for providing high-level advice and guidance to private clients.You will have a genuine interest in all aspects of the investment industry and the ability to build and...

Azets is looking for an experienced Wealth Management Compliance Expert to join our team.The ideal candidate will have a deep understanding of regulatory requirements and strong leadership skills to adapt to a changing compliance landscape.This role requires up-to-date knowledge of relevant laws and regulations affecting Wealth Management services and...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team.Key...