Wealth Management Professional

    Job Title: Financial Adviser    Industry: Wealth Management    Location: Birmingham    Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set)    Job Description:    Are you an experienced financial adviser looking for a new challenge? We are seeking a qualified Financial Adviser to join our...

Wealth Management Lawyer Job SummaryThis exciting opportunity has arisen for a skilled Wealth Management Lawyer to join our dynamic team in Birmingham. The successful candidate will be responsible for advising on complex financial matters and working closely with senior management.Main ResponsibilitiesAdvising on the current regulatory regime in the EU and...

Job SummaryWe are Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group.About the RoleThis exciting opportunity has arisen for an organised and competent Administrator to join our Client Delivery team. In this fast-paced role, you will work as part of a highly effective administration...

We are seeking an experienced Senior Paraplanning Manager to lead our Paraplanning teams at Succession Wealth, a leading UK Financial Advisory firm. About the RoleThis newly created role will oversee all aspects of Paraplanning across the company, driving excellent outcomes for our clients and contributing to the overall success of our business.Job...

Job Title: Data Systems ArchitectCompany: Succession WealthJob Type: ContractLocation: Remote/Hybrid UK officesContract Duration: 6 months with potential extensionDay rate: £450 - £500 (DOE)About the Role:Succession Wealth, a leading Financial Advisory firm, is seeking a Data Systems Architect to support the CTO in ensuring the best fit architectural...

Company Overview:Goldman Sachs is a leading global investment banking, securities and investment management firm. Founded in 1869, we empower our clients to reach their financial goals through innovative solutions and expertise.About the Role:We are seeking a Strategic Wealth Management Specialist to join our Asset & Wealth Management division. In this role,...

About the Role:We are seeking an exceptional Paraplanning Director to join our team at Succession Wealth. The successful candidate will lead our Paraplanning function, ensuring it operates at the highest level and drives business growth.Key Responsibilities:Provide strategic leadership to the Paraplanning function, driving excellence and efficiency.Champion...

Job OpportunityA leading Employee-Owned Chartered Financial Planning firm seeks a talented Senior Wealth Management Advisor to join their dynamic team. Located in Birmingham, this role offers a competitive salary of £110,000 and benefits package including equity, 7% matched pension, PHI, PMI, 25 days' holiday plus bank holidays, and the option to purchase...

About the RoleSuccession Wealth, a leading Financial Advisory firm, is seeking an experienced Director of Paraplanning to lead our Paraplanning function. This newly created role will be responsible for ensuring our Paraplanning teams provide a high-quality, efficient service that meets the evolving needs of our clients.Key ResponsibilitiesLead the...

About Goldman SachsGoldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base. Founded in 1869, the firm is headquartered in New York and maintains offices around the world.About This RoleWe are seeking a qualified Senior Private...

Unlock Your PotentialAt Goldman Sachs, our engineers are the backbone of our business, driving innovation and growth. As a Wealth Manager, you will be at the forefront of developing financial products that impact millions of consumers. Your systems will be the primary source of revenue for the organization, and you will have the autonomy to make decisions...

Job Overview:Blessinginvestment is seeking a highly motivated and experienced Investment Advisor to join their team.The successful candidate will provide support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary: $32,000 per...

Head of Wealth Tax Job DescriptionThis exciting opportunity involves managing a team of experienced tax professionals and leading them in delivering excellent client service.The ideal candidate will possess extensive experience in wealth tax, have excellent leadership skills, and be able to drive business growth through innovative strategies.Our company is...

Data and Systems ArchitectRemote based or Hybrid from any of the UK officesContract length: 6 months with potential extensionCompetitive day rate £450-£500Succession Wealth is a leading Financial Advisory firm with a network of Wealth Planners across the UK, providing high-quality financial advice to a diverse range of clients.We are seeking a Data and...

Unlock Your Earning Potential as a Senior Wealth ManagerGreatmans Consulting Ltd, a truly independent Chartered Financial Planning firm, invites applications for a challenging role as a Senior Wealth Manager in our Birmingham office. About the Role:This is an exciting opportunity to develop a book of High Net Worth (HNW) clients and grow your professional...

Job Description: Financial Adviser - BirminghamAs a Wealth Management Advisor at CleverHR, you will play a critical role in delivering exceptional service to our clients, providing tailored financial solutions that meet their unique needs. With a focus on building long-term relationships, you will be responsible for analysing client information, conducting...

Job SummaryAs a Technical Systems Specialist at Succession Wealth, you will be responsible for designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.This 6-month contract position, with potential for extension, offers a competitive day rate of £450 - £500 (depending on experience).You will work...

About the RoleWe are seeking a highly skilled Data and Systems Architect to join our team at Succession Wealth, a leading Financial Advisory firm.As a key member of our IT department, you will play a crucial role in designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.This 6-month contract...

Job DescriptionRole Overview:Succession Wealth, a leading Financial Advisory firm, is seeking a highly skilled Data and Systems Architect to join our team. As a key member of our IT department, you will play a crucial role in designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.About the Role:This...

Role SummaryA 12-month fixed term contract presents an exciting opportunity to contribute to a renowned wealth planning firm. As a Paraplanner at Successionwealth, you will play a vital role in assisting Wealth Planners maintain and develop high net worth client portfolios.About the JobYou will be responsible for undertaking detailed research and analysis to...