Holistic Wealth Management Specialist

Wealth Management RoleFerguson Dean, a reputable regional financial planning practice, is currently seeking a Wealth Management Specialist to manage a portfolio of high net worth clients in Manchester. This challenging yet rewarding role offers the chance to develop your skills and expertise while contributing to the company's success.The successful...

Are you looking for a challenging role in Private Wealth law?We are seeking an experienced Private Wealth lawyer to join our team in Bristol. As a Private Wealth lawyer, you will handle succession and tax legal matters for high-net-worth clients. With 8+ years of PQE in Private Wealth law, you will have the opportunity to advise clients on complex succession...

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...

Job Description Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field.This individual must be fully qualified (DipFA, IAD, CISI or...

Service Care Solutions is a leading firm that requires an experienced Private Wealth lawyer to join their team in Bristol. This role involves handling succession and tax legal matters for high-net-worth clients. With 8+ years of PQE in Private Wealth law, you will have the opportunity to advise clients on complex succession planning, inheritance tax, and...

We are seeking a Wealth Management Specialist to join our team in Manchester, working with a portfolio of private clients with assets ranging from £250,000 to £5 million. As a key member of our wealth management team, you will play a critical role in delivering exceptional financial planning services to our clients, helping them achieve their long-term...

Job SummaryWe are seeking a highly skilled Client Wealth Management Specialist to join our team at Schroders Recruitment. This role involves providing expert advice on investment management and client relationships.

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,...

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...

**Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...

James Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...

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...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field.This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...

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,...

We are looking for a Holistic Healthcare Coordinator to join our Community Mental Health Team at Charles Hunter Associates. As a coordinator, you will be responsible for developing co-produced care plans with service users, conducting risk assessment and management, and implementing holistic mental health assessments.About the TeamHybrid working schedule...

**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 &...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or...

Job Description Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD,...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...

Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...