Senior Wealth Planning Advisor

Job SummaryAs a Senior Financial Services Coordinator at Recruit Wealth Ltd, you will be responsible for processing and chasing new business, creating illustrations, valuations, and other essential tasks to provide an integral function to the wider team. You will work closely with the Client Administration Team Leader and team of Administrators to deliver...

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...

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...

About the CompanyWe are representing a leading national Financial Planning & Wealth Management business that is seeking experienced Administrators to join their regional Newcastle offices.About the JobThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services...

Join Our TeamWe are seeking a highly skilled Wealth Management Professional to join our team in Newcastle upon Tyne.Key Responsibilities:Provide expert advice on pensions and investments to clients.Work closely with Financial Advisors to deliver exceptional results.Contribute to the growth and success of our business.What We Offer:A competitive salary of...

Job DescriptionWe have an exciting opportunity for a Wealth Administration Specialist to join our dynamic team in Newcastle. In this role, you will be responsible for working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team. Your duties will include processing and chasing new...

Company OverviewWe are Recruit Wealth Ltd, a national financial planning business based in Newcastle. Our team provides day-to-day support and servicing to private clients, offering opportunities for career progression and a competitive benefits package.

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 OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

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...

At Recruit Wealth Ltd, we are looking for experienced Paraplanners to join our Newcastle offices. With a focus on delivering high-quality financial advice to clients, this role offers an exciting opportunity to work in a dynamic and rapidly growing industry.The national paraplanning team are responsible for preparing and submitting advice pre-approval forms...

A Paraplanning position has become available at IDEX Consulting Ltd, a prominent national Wealth Management firm with offices in Chester and Newcastle. This home-based role requires occasional visits to the offices, so the ideal candidate must be able to commute easily to one of the locations.Main ResponsibilitiesPrepare financial reports by analyzing data...

Job SummaryWe are seeking a highly experienced Senior CDM Advisor to join our team at Mattinson Partnership. As a Senior CDM Advisor, you will be responsible for delivering a variety of projects as a Principal Designer and/or CDM Advisor for various blue-chip clients across commercial, residential, retail, life sciences and education sectors.Key...

Evelyn Partners is a leading integrated wealth management and professional services groupWe offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.About the Job:The Financial Wealth Manager will be responsible for building and developing trusted relationships with...

Job Overview:JohnstonGreer Ltd is a leading Wealth Management firm that requires a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our advisors and helping them to deliver exceptional service to our clients.Responsibilities:Support the compilation of advice for our high-net-worth clientsProvide technical...

A unique opportunity exists for an experienced senior lawyer to join our team in the East of England.This role involves providing expert legal advice on planning and development matters to public sector clients.The successful candidate will have a strong understanding of planning law and excellent communication skills.About the Opportunity:We are looking for...

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...

Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...

Job Summary:We are seeking an experienced Senior Planning Lawyer to join our team in the East of England. This is a permanent position where you will advise public sector clients on planning, development, highways, and corporate governance matters.Responsibilities:Providing expert legal advice on planning, development, highways, and corporate governance...

Role SummaryWe are seeking an experienced Paraplanner to join our national Financial Planning client in their regional Newcastle offices.Key ResponsibilitiesThe successful candidate will have the following key responsibilities:Assist in the creation of comprehensive financial plans and reports for clientsDevelop detailed presentations and pitches for...