Private Wealth Investment Specialist
1 week ago
We are looking for a skilled investment manager to join our team in Sheffield, working closely with our established high-end team to deliver exceptional results and grow our client base.
Main Responsibilities- Manage and advise on existing and new client portfolios, developing and implementing effective investment strategies.
- Cultivate strong relationships with high net worth individuals and provide exceptional customer service.
- Collaborate with colleagues to identify new opportunities and expand the company's presence in the region.
- Minimum of Level 6 qualification via the CISI.
- Experience as a UK private client discretionary investment manager.
- A small to moderate book of direct business (£30m over 18 months) and a focus on delivering excellent client service.
The successful candidate will have a strong passion for investing and building long-lasting relationships with clients.
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Private Wealth Investment Expert
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob Description: Private Wealth Investment Expert required to manage and advise on high net worth client investment portfolios. This is a challenging and rewarding role that offers the opportunity to work with high net worth individuals and families, helping them achieve their financial goals.Responsibilities:Managing and advising on both existing and new...
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Private Wealth Lawyer
1 week ago
Leeds, Leeds, United Kingdom SaccoMann Full timeUnique Opportunity:Seeking a dedicated and accomplished Private Wealth Lawyer to lead Private Client law efforts within our reputable Legal 500 firm in Leeds.This distinguished law firm serves clients nationwide while maintaining its strong roots in local communities. Our expansive office space fosters collaboration and professional growth.This sought-after...
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Private Client Advisor
4 weeks ago
Leeds, Leeds, United Kingdom Recruit Wealth Ltd Full timeUnleash Your Potential in a Dynamic Financial Planning EnvironmentThis exciting opportunity has arisen to join a dynamic and fast growing Financial Planning business in the UK. The company provides a holistic service to its clients, covering financial planning, wealth management, investment management and professional services.The ideal candidate will have a...
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Private Wealth Portfolio Advisor
2 weeks ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob Title: Private Wealth Portfolio AdvisorAbout the Company:A well-established national Asset Management firm is looking for an experienced Investment Manager to join their Leeds office.Your Key Responsibilities:You will manage and advise on client investment portfolios, developing and growing your own book of business while maintaining exceptional client...
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Senior Investment Manager
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob Summary:This Senior Investment Manager role, part of Heat Recruitment's Financial Services team, is based in Leeds/Sheffield and involves managing high net worth individual portfolios. The successful candidate will have a solid background as a UK private client discretionary Investment Manager, with experience in the investment industry and excellent...
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Experienced Private Wealth Lawyer
7 days ago
Leeds, Leeds, United Kingdom Sellick Partnership (Legal) Limited Full timeAs a Private Client Solicitor/Associate with Sellick Partnership (Legal) Limited, you will be part of a reputable law firm in Leeds, working with ultra-high net worth and high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.Key responsibilities include:Providing expert advice on estate planning,...
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Private Wealth Director of Law
2 weeks ago
Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full timeJob Title: Private Wealth Director of LawCompany Overview:Clarion Solicitors Limited is a reputable law firm seeking an experienced Private Wealth Director of Law to join their team.Salary:We offer a competitive salary of approximately £120,000 - £150,000 per annum, reflecting the high level of expertise and experience required for this role.Job...
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Senior Private Wealth Solicitor
1 week ago
Leeds, Leeds, United Kingdom SaccoMann Full timeJob Title:Senior Private Wealth SolicitorJob Description:We are seeking a Senior Private Wealth Solicitor to join our esteemed Legal 500 firm in Leeds City Centre.Our client is a highly regarded law firm with a strong reputation for handling both national and local work of the highest standard. Working in modern, open plan offices, they can offer you a...
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Discretionary Wealth Management Expert
1 week ago
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Strategic Investment Manager
2 weeks ago
Leeds, Leeds, United Kingdom UK Infrastructure Bank Limited. Full timeDirector - Banking & InvestmentsLocation: Hybrid working with a minimum of 3 days per week in the Leeds office.We are seeking a highly skilled and results-driven individual to join our Banking & Investments Team as a Director. As a key member of the team, you will be responsible for originating, structuring, and negotiating complex transactions deploying...
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Senior Solicitor
1 week ago
Leeds, Leeds, United Kingdom Sellick Partnership Limited - Private Practice Full timeAbout Us:We are a nationally recognized Legal 500 ranked practice in Leeds. Our practice is celebrated for its exceptional workplace culture, having won multiple awards for best place to work. We provide a supportive environment with excellent benefits, including flexible working arrangements, private healthcare, and generous holiday allowances.
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Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full timeAt Clarion Solicitors Limited, we are seeking an experienced Private Wealth Legal Director to join our expanding team. This is a fantastic opportunity for a skilled lawyer with a passion for private client law to take on a challenging role and contribute to the firm's growth.The ideal candidate will have a minimum of 8 years' experience in private wealth...
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Wealth Management Assistant
4 weeks ago
Leeds, Leeds, United Kingdom JohnstonGreer Ltd Full time**Job Overview:**JohnstonGreer Ltd is seeking a skilled Paraplanner to provide technical support in wealth management, working closely with Financial Planners and Directors. The company offers a comprehensive range of financial and investment planning services, including retirement and tax planning.
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Wealth Management Associate
4 weeks ago
Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is seeking an experienced Wealth Management Associate to join our dynamic Account Services team. In this role, you will be responsible for proactively supporting our external financial advisers, providing expert guidance on investment information, and maintaining accurate records in our core systems. Your primary focus...
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Discretionary Investment Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob Title: Discretionary Investment SpecialistLocation:We are seeking a highly skilled Investment Manager to join our team in Leeds, covering the Sheffield area.Key Responsibilities:You will manage and advise on client investment portfolios, focusing on growth and development while maintaining exceptional client service.You will work closely with colleagues...
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Wealth Management Assistant
2 weeks ago
Leeds, Leeds, United Kingdom Schroders Recruitment Full time**Job Summary**Schroders Recruitment is looking for a highly skilled Investment Operations Coordinator to join our team. As an Investment Operations Coordinator, you will play a key role in supporting the Portfolio Management team in delivering exceptional investment services to our clients.The ideal candidate will have excellent IT skills, a keen interest...
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Private Client Investment Expert
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeAn Investment Portfolio Manager is needed to manage and advise on both existing and new client investment portfolios in Leeds or Sheffield.This is an exciting opportunity to work for a well-capitalised and highly profitable Asset Management firm.About the RoleYou will be responsible for providing the highest level of service to clients, growing your...
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Compensation and Benefits Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Schroders Personal Wealth Full timeWe are seeking a highly skilled Compensation and Benefits Specialist to join our team at Schroders Personal Wealth. As a key member of our HR department, you will be responsible for designing, implementing, and managing compensation and benefit programmes to attract, retain, and motivate employees.Job DescriptionThe successful candidate will have extensive...
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Private Client Investment Portfolio Manager
1 week ago
Leeds, Leeds, United Kingdom Heat Recruitment Full timeJob OverviewWe are seeking a seasoned Private Client Discretionary Investment Manager to join our esteemed team in Leeds/Sheffield. This exciting opportunity offers the chance to manage and advise on existing and new client investment portfolios, driving growth through referrals and repeat business.A strong background as a UK private client discretionary...
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Compensation and Benefits Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Schroders Personal Wealth Full timeHead of Reward (Maternity cover)We are looking for a highly skilled and experienced individual to join our team as Head of Reward on a maternity cover basis. The successful candidate will be responsible for developing and implementing reward strategies that align with our business objectives. The role requires a strong understanding of compensation and...