Private Client Portfolio Advisor

Discretionary Wealth ManagerWe are seeking a skilled investment professional to join our team as a Discretionary Wealth Manager.This exciting opportunity is based in Manchester and offers a basic salary of £80,000 to £120,000 plus a bonus and comprehensive benefits package.About Our FirmA reputable national Asset Management company with a proven history of...

Discretionary Investment ManagerWe are seeking a highly experienced Investment Manager to join our team in Manchester.The ideal candidate will have a strong background in managing private client portfolios, with a focus on delivering exceptional service and growing client relationships.Salary: £80,000 - £120,000 plus bonus and full package.About Our FirmA...

**Job Title:** Private Client Advisor**Location:** North West, Cheshire, Greater ManchesterWe are seeking a skilled Private Client Advisor to join our team. As a Private Client Advisor, you will be responsible for providing expert advice on wills, probate, and estate planning to clients.**Key Responsibilities:**Advising clients on wills, probate, and estate...

**Career Advancement Opportunities**The Portfolio Group is seeking an experienced HR Advisor to join their team. As a key member of the HR department, you will provide expert advice to clients on HR-related issues, including absence management, grievances, disciplinaries, etc.You will work closely with the clients to understand their needs and provide...

Ferguson Dean, a leading regional financial planning practice, is seeking a Portfolio Manager - Private Clients to join their team in Manchester. This exciting opportunity offers the chance to work with a diverse portfolio of private clients, each with unique financial objectives and challenges.Your key responsibilities will include managing a portfolio of...

Job OverviewA Private Client Advisor position has become available at a reputable law firm in the North West. This role involves providing expert advice on estate and wealth protection measures, including Wills, tax liabilities, and Grant administration.The ideal candidate will have experience in private client services, specifically in advising on Wills,...

About the RoleHeat Recruitment is partnering with a well-established national Wealth Management firm to find an experienced Investment Manager to further develop their office in Manchester and the wider North West.You will be responsible for managing and advising on both existing and new client investment portfolios as a senior member of a high-end team. The...

Sellick Partnership is delighted to offer a challenging and rewarding opportunity for a Private Client Advisor to join their team. As a key member of the Estate Planning team, you will be responsible for providing high-quality advice and guidance to clients on Wills, Trusts, and LPAs.About the RoleManaging a caseload of complex Estate Planning casesEngaging...

About the Role">We are seeking an experienced Investment Portfolio Advisor to manage and advise on client investment portfolios in Manchester.This is an excellent opportunity to join a well-established national Wealth Management firm, recognized for delivering exceptional results in the private client sector.The successful candidate will be responsible for...

**Role Overview**We are seeking an experienced Senior Private Client Tax Advisor to join our team in Manchester. This role offers a competitive salary, opportunities for progression and professional development, and flexible working options.About the JobYou will act as a trusted Tax Adviser, managing your own portfolio of clients and working alongside...

Job SummaryWe are seeking a highly skilled Senior HR Advisor to join our team at The Portfolio Group. As an HR Advisor, you will provide expert guidance and support to clients across various sectors, ensuring they receive reliable and commercially focused HR and Employment Law advice.This is a fantastic opportunity for an ambitious HR professional to expand...

We are seeking a highly skilled Strategic Portfolio Manager to join our team in Manchester, UK.As a key member of our Asset Management team, you will be responsible for managing and advising on both existing and new client investment portfolios.This is an exciting opportunity to work with a well-established national Asset Management firm that has a strong...

Company OverviewThe Portfolio Group is a leading provider of HR and Employment Law services, serving over 30,000 clients across various sectors. With a commitment to excellence, we have won awards as one of the 'Best Places to Work'.

Sellick Partnership is a dynamic and forward-thinking law firm seeking a Private Client Law Advisor to join our team. As a key member of our estate planning team, you will be responsible for advising clients on complex estate planning matters, including Wills, Trusts, and LPAs. Your primary focus will be on providing exceptional client service and ensuring...

Job Description">This role requires an experienced Private Client Tax Senior Manager or Tax Director to join our partner firm's private client tax advisory team. You will have the opportunity to work on a range of interesting and complex advisory matters, including IHT planning, non-domiciliaries, and trust advisory.">Key Skills and Qualifications">Strong...

**Job Summary**We are recruiting an experienced Assistant Manager - Private Client Tax to join our team in Manchester. This role offers a competitive salary, opportunities for progression and professional development, and flexible working options.About the CompanyWe are a leading professional services firm dedicated to delivering high-quality tax advice to...

**Job Description and Specification** Job Title: Debt Advisor Department: The Debt Advisor Responsible to: Head of Operations Hours of work: 35 hours per week Main Purpose: To provide whole of market advice to prospective consumers The Debt Advisor is a rapid growing business with a firm foothold in the IVA and Debt Management market. We are looking to...

Role OverviewWe are seeking a Private Client Solicitor/Associate with 3-5 years PQE to join our team in Manchester. As a key member of our Private Client team, you will be responsible for advising high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.About the RoleThis is an excellent opportunity to work...

About the RoleThis is an exciting opportunity for an Employment Law Advisor to join our award-winning team at The Portfolio Group. As an Employment Law Advisor, you will be responsible for providing reliable and commercially focused HR and Employment Law advice over the phone to clients on all matters of HR from general to complex queries.You will take part...

Although this role is remote based, it will require travel to our hubs, across the UK.Sumer is a fast-growing professional services firm dedicated to championing small and medium businesses and helping communities prosper across the UK and Ireland.Sitting at the juncture of our central team, our accountancy hubs, and our clients is the rare opportunity to...