HNW Financial Advisor

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

About the OpportunityThe Financial Divisions offer a unique opportunity for a Senior Wealth Advisor to join their team and take on a challenging and rewarding role.In this position, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional...

Role OverviewThe position of Financial Planner has become available within the esteemed Financial Divisions, a leading boutique Chartered IFA firm. This servicing role entails managing an existing book of business from the CEO, comprising clients with assets ranging from £600k to £8m.Servicing 80-100 high-net-worth (HNW) individuals, you will leverage your...

Become a key member of our team as a HNW Case Manager and take advantage of this exciting opportunity to work with a prestigious boutique Chartered IFA firm.In this role, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investments, pensions, tax planning, and other financial matters.With a competitive...

About the RoleThe successful candidate will have a background in independent wealth planning and experience working with high net worth clients. You will be expected to work closely with our administrative and paraplanning teams to deliver first-class client service.In return, you can expect a competitive salary of £70k - £90k, plus bonuses on new business...

About the JobWe are seeking a highly skilled High Net Worth Planning Specialist to join our team as a Senior Wealth Advisor.In this role, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional client service.Key responsibilities...

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

HNW Financial AdvisorWe are seeking an experienced HNW Financial Advisor to join our team and provide exceptional service to our high net worth clients.About the Role:Work closely with our Managing Director to deliver tailored financial solutions to our clients.Develop and implement comprehensive financial plans that meet the unique needs of each...

Job OverviewThis is a unique opportunity to join the esteemed team at Financial Divisions, a boutique wealth planning firm with a strong reputation for delivering exceptional results to HNW clients. As a servicing Financial Planner, you will be responsible for managing a portion of the CEO's existing book of business, comprising complex cases with assets...

Join a boutique Chartered IFA firm as a Wealth Planning Specialist, where you will have the opportunity to work with high net worth individuals and manage a portion of the Managing Director's existing book of business.This is a servicing role that requires a candidate with experience in an independent wealth planning firm, who can handle complex HNW...

Requirements and QualificationsTo excel in this role, you will need to possess proven experience working with high-net-worth individuals, a strong understanding of financial planning principles and practices, and excellent communication and interpersonal skills. Your ability to work collaboratively with the support team will be crucial in delivering...

Salary and BenefitsThe successful candidate can expect a competitive salary of £70k - £90k (negotiable) and bonuses paid at 25% on new business written. Additionally, they will have access to dedicated admin and paraplanning support, as well as a dedicated Operations Manager. The attractive benefits package and holiday allowance will also contribute to the...

Fletcher George Financial Recruitment is a leading financial recruitment agency with a specialist team dealing with Chartered Accountants and Tax Advisers. We have an exciting opportunity for a Trust Accounting Professional to join our Leatherhead team.About the RoleThe role involves preparing trust accounts and tax returns for UK and non-UK trusts and...

Company OverviewPremier Jobs UK is a well-established leader in the market, with increased activity levels.We are seeking an ambitious individual to join our team as an Equity Release Advisor. This role provides opportunity for self-employed individuals or those looking for a home-based position with uncapped earnings.The ideal candidate will have current or...

Michael Page is looking for a Financial Services Professional to prepare trust accounts and tax returns for UK and non-UK trusts, estates, and high net worth individuals.The key responsibilities of this role include administering trusts, liaising with trustees and advisors, and delivering high-quality, client-focused solutions. We are looking for someone...

Senior Portfolio ManagerWe are seeking a highly skilled Senior Portfolio Manager to oversee a significant portion of our existing high net worth client base.About the Role:Manage a portfolio of 80-100 high net worth clients with assets ranging from £600k to £8m.Provide expert financial guidance on pensions, investments, tax planning, cashflow modelling,...

Job Title: Financial Services Team LeadAbout the Role:This is a challenging opportunity to join our client's trust and wealth department as a team lead, overseeing the preparation of trust accounts and tax returns for UK and non-UK trusts, estates, and high net worth individuals. The successful candidate will have strong trust accounting skills and...

Job DescriptionIn this role, you will be responsible for preparing trust accounts and tax returns for UK and non-UK trusts and estates.You will also administer these trusts, including liaison with trustees and other advisors.Additionally, you will prepare accounts and tax returns for trusts, charities, estates, and high-net-worth individuals.Technical:The...