High-Net-Worth Financial Planning Expert

Cedar is seeking a seasoned Private Client Tax Manager to drive business growth in this pivotal role. With a focus on delivering technical tax advice, you will build and maintain trusted relationships with high-net-worth individuals and trusts.Key responsibilities include providing expert guidance on income tax, capital gains, and inheritance tax issues....

Job Title: High-Net-Worth Private Client SolicitorWe are seeking an experienced Private Client Solicitor to join our dynamic team at Realm Recruit. As a leading recruitment agency in the West Midlands, we pride ourselves on delivering exceptional results for our clients and candidates alike.The ideal candidate will have at least 3+ years of Post...

Job SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...

About the Role:We are seeking a highly skilled and knowledgeable Senior Paraplanner or Chartered Paraplanner to join our independent financial planning business. The successful candidate will be responsible for researching pensions, investments, and protection, and undertaking full analysis of clients' existing circumstances and objectives.Key...

Help Clients Achieve Their Financial GoalsQuilter Financial Advisers is seeking bright, ambitious individuals to join our full-time programme.As a financial adviser, you will have the opportunity to:Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.Join Quilter...

About our clientAn expanding boutique financial planning business seeks a skilled Financial Planning Expert to offer high-quality, client-centric advice with a focus on goals-based lifestyle planning.This trusted advice firm provides independent and holistic planning across financial planning and tax planning to wealthy families and business owners.Role...

Senior Chartered Planner OpportunityWe are seeking a Senior or Director level Financial Planner to join our team as a Director/Senior Chartered Planner in the West Midlands.This is an excellent opportunity to take over a full book of existing clients, consisting of approximately 100-120 high-value clients with assets exceeding £1 million. This appointment...

Senior Financial Leadership RoleGreatmans Consulting Ltd is seeking a highly experienced Financial Planner (Director level) to join their team in Birmingham.The successful candidate will have the opportunity to grow and develop a book of high net worth clients, working closely with the Managing Director and fellow Directors on the company's growth...

Role OverviewWe are seeking a highly skilled Financial Planning Expert to join our team at Bruin Financial in Birmingham.As a key member of our Wealth Management team, you will be responsible for providing high-quality paraplanning services to our Wealth Planners. This will involve:Conducting thorough research on a range of financial planning products and...

{"h1":{"text":"Senior Financial Planner Role at Ferguson Dean"}},Ferguson Dean, a national Chartered Financial Planning firm, is seeking a Senior Financial Planner to join our team. As a key member of our team, you will be responsible for providing financial planning advice to our high net worth and ultra-high net worth clients.Key Responsibilities:Managing...

Financial Planning and Analysis ExpertWe are seeking an experienced Financial Planning and Analysis Expert to join our team at Michael Page (UK) as a Senior Budget and Planning Manager. This six-month hybrid interim role offers an exciting opportunity to work on the annual budgeting process, financial business planning, spend review, and in-year budget...

Financial Planning Job Opportunity at Ferguson DeanFerguson Dean is seeking an experienced Financial Planning Expert to join our team.About the RoleProvide financial planning advice to clients and manage a portfolio of approximately £25 million.Meet with professional introducers to discuss client requirements and utilise Voyant.Deliver a lifestyle financial...

About Us">High Speed 2 (HS2 Ltd) is a UK-based company responsible for the development of a new high-speed rail network. Our vision is to create a skills legacy and develop a diverse range of talent. We are currently seeking a talented individual to join our team as a Financial Planning Strategist. In this role, you will be responsible for leading an...

About the RoleAn exceptional opportunity awaits a high-calibre Senior Chartered Financial Adviser to manage an existing client bank of high net worth individuals with approximately £80M in funds under management.As a trusted financial partner, you will deliver holistic financial advice, including inheritance tax (IHT) planning, while providing a...

Austen Lloyd Legal Recruitment is seeking a seasoned Family Solicitor with 3+ years of post-qualification experience (PQE) to join its esteemed Family Law department. Located in Birmingham, this leading law firm prides itself on delivering exceptional and compassionate legal advice to clients navigating complex family circumstances.**Job Summary:**The ideal...

Job OverviewGleeson Recruitment Group is currently partnering with a prominent organisation in Birmingham City Centre to find a qualified Management Accountant on a temp to perm basis. The successful candidate will support the Head of Finance in a variety of duties, including project work and financial reporting.Key ResponsibilitiesMonthly and Quarterly...

About Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...

Job DescriptionIn this role, you will have the opportunity to work on complex challenges and develop creative solutions. You will collaborate with other experts in your field and contribute to the development of innovative insights.About Our TeamOur team is passionate about workforce planning and is committed to delivering exceptional results. We are a...

Job Title: Family Solicitor - Expert in Family LawLocation: Birmingham, UKSalary: Competitive, based on experienceJob Type: Full-time, PermanentAbout the Firm:Austen Lloyd Legal Recruitment is seeking a talented Family Solicitor with 3+ years post-qualification experience (PQE) to join its well-established Family Law department. The department is highly...

As a key member of Pro-Tax's Private Client Tax Division, you will lead a talented team in providing expert advisory services to high net worth individuals, partnerships, and emerging ultra high net worth clients. With a strong focus on career growth, this role presents an exceptional opportunity for an ambitious professional to fast-track their journey...