Private Wealth Director

Shepherd and Wedderburn LLP is seeking a highly motivated Private Wealth Administrator to join their Private Wealth and Tax team. This is an exciting opportunity for someone looking to develop their skills in administration and client service.About the Role:This role requires a highly organized individual who can provide administrative support to the team,...

Job DescriptionWe are looking for a skilled Wealth Management Expert to join our team at Titan Wealth Holdings Limited. As a key member of our investment team, you will be responsible for managing clients' investments, providing expert advice, and contributing to the development of our asset management strategies.The ideal candidate will have extensive...

An Executive Assistant is required to support the Private Wealth and Tax team at Shepherd and Wedderburn LLP. The successful candidate will be responsible for providing high-quality administrative support, maintaining accurate records, and processing payments on behalf of fee earners. They will also assist with compliance tasks, such as Anti-Money Laundering...

Job OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

About the RoleWe are seeking an experienced Investment Director to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for delivering high-quality AUM and providing exceptional service to your clients. This is an exciting opportunity to work closely with colleagues across the business and contribute...

Opportunity OverviewWe are looking for a qualified and experienced Wealth Director to join our team in the Highlands, providing quality investment advice to HNW/UHNW individuals.Key ResponsibilitiesDevelop and manage relationships with existing and new clientsConduct comprehensive analysis of clients' personal circumstances, risk profile, and investment...

Role OverviewIDEX Consulting is seeking a highly skilled and experienced Strategic Wealth Manager Lead to join our team. The successful candidate will be responsible for building and maintaining relationships with private clients, providing tailored wealth management solutions, and driving revenue growth.

Job DescriptionWe are recruiting an Investment Director to lead our efforts in Central Scotland, focusing on growing our presence and developing strong relationships with HNW clients.About the RoleDevelop and implement strategies to grow AUM and strengthen client relationships.Work collaboratively with colleagues to deliver exceptional private client...

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

Senior Wealth Management LeaderWe are seeking a highly skilled Senior Wealth Management Leader to join our National Wealth Management Firm in Glasgow and Edinburgh.This key role involves leading a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage,...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

The role of Senior Wealth Manager at IDEX Consulting Ltd is to provide comprehensive financial planning and investment strategies for high net worth individuals and families.Key Responsibilities:Understand and review clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable investment solutions.Build...

Company Overview: A highly regarded national Wealth Management firm aims to expand its presence in Central Scotland by recruiting an additional Investment Director.">Salary: The position offers a basic salary of £110,000 plus an excellent bonus.">Job Description: As an Investment Director, you will be responsible for producing quality Assets Under...

Somerset-based law firm Chadwick Nott has an exciting opportunity for a senior private wealth lawyer to join their team. As a key member of the team, you will be responsible for handling complex private client matters, including wills, LPAs, Court of Protection, trusts, and estate planning.The ideal candidate will have a proven track record in private client...

Beaumont Associates Ltd invites applications from ambitious and experienced Solicitors to join their esteemed Private Client department as a Director of Private Client Services.With offices in Edinburgh and Glasgow, the firm requires a seasoned professional to lead and develop the Private Client Department, focusing on wills, powers of attorney, executries,...

Chadwick Nott, a leading law firm, is looking for a skilled private client solicitor to join their team in Crewkerne, Somerset. The successful candidate will be working on a full range of private client matters, including wills, LPAs, Court of Protection, trusts, and estate planning.We offer a good market salary and a dynamic work environment. If you are a...

Career Opportunities in Wealth ManagementJoin our national wealth management firm as a Wealth Director and enjoy a highly rewarding career in one of Scotland's most picturesque regions.You will be responsible for generating new business opportunities and utilizing your business development skills to identify and acquire new clients.With a focus on delivering...

Job Title: Investment DirectorA highly regarded national Wealth Management firm, Heat Recruitment, are looking to expand their presence in Central Scotland with the recruitment of an additional Investment Manager.The successful candidate will be responsible for growing Assets Under Management (AUM) and covering all aspects of High Net Worth (HNW) client...

Private Client Investment Advice">Heat Recruitment is seeking a highly skilled Financial Services Leader to join our team. As a seasoned professional, you will manage client relationships and provide expert investment advice.">You will work closely with existing and new clients to understand their financial goals and develop tailored investment...

Job SummaryWe are seeking a highly skilled Investment Management Professional to join our team at Titan Wealth Holdings Limited. As an Investment Management Specialist, you will be responsible for managing clients' investments, providing investment advice, and developing professional expertise through on-the-job training and formal education.The ideal...