Private Wealth Manager

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...

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...

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 are recruiting for a skilled Private Wealth Development Director to join our team at Heat Recruitment. In this role, you will be responsible for developing private client business from existing and new connections, as well as professional intermediaries.You will need to build and maintain long-lasting, profitable relationships within the investment...

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...

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 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...

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...

Join Our TeamIDEX Consulting is a leading national Wealth Management firm seeking a skilled Wealth Management Associate to join our dynamic team. This exciting opportunity offers a competitive estimated salary of £35,000 - £40,000 per annum, depending on experience.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce...

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 Summary:We are looking for a skilled Paraplanner to join our team at JohnstonGreer Ltd. As a key member of our Wealth Management team, you will provide technical support and assist with the compilation of advice for our high-net-worth clients.About the Role:This is a fantastic opportunity to work with a prominent Wealth Management firm and contribute to...

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...

Are you looking for a challenging and rewarding role in the financial sector?Job Overview:We are seeking an experienced Administrator to join our Newcastle office and support our Advisers in providing excellent service to clients.As an Administrator, you will be responsible for preparing correspondence, maintaining client data, and processing new...

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 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 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...

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...

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...