Private Wealth Manager

Financial Planning Administrator RoleWe are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to fill a Financial Planning Administrator position.This award-winning integrated company provides planning and investment services to both professionals and individuals, with £1bn of assets under...

Wealth and Personal Banking is a significant business area at HSBC Global Services Limited, supporting millions of individuals, families, business owners, investors, and entrepreneurs worldwide. Our team provides products and services such as current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management.As...

Delighted to present a unique opportunity with a highly regarded national Independent Wealth Management organisation, based in the Sheffield area, seeking an experienced Administrator to join their client services team. With a strong focus on delivering exceptional service and support, this role is ideal for a skilled professional looking to make a...

Key ResponsibilitiesLead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.Oversee and drive the growth of client portfolios by implementing effective advisory strategies.Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private...

NJR Recruitment is delighted to present a unique opportunity for an experienced IFA Administrator to join a highly regarded Independent Wealth Management organisation in the Sheffield area.The organisation provides a holistic approach to Whole of Market advice, catering to their well-established Client Bank. As a result of expansion, they are seeking a...

At Sellick Partnership Limited - Private Practice, we are seeking a skilled Private Client Solicitor to fill a maternity cover position in South Yorkshire. This long-term opportunity will commence in November and continue until summer 2025.The ideal candidate will be able to manage a caseload of general private client matters, including wills, probate,...

CRA Legal is looking for a Private Client Solicitor Specialist to join their team in Sheffield. The ideal candidate will have experience working on complex estates and high net worth individuals.About the Role:The Private Client Solicitor Specialist will be responsible for advising clients on wills, trusts, wealth management, and succession planning, as well...

A fantastic opportunity is available for a Senior Private Client Solicitor to join our award-winning firm based in a major UK city. Our client has a significant presence in the legal market and is well-regarded for their high-quality work.This role will suit a Chartered Private Client Legal Executive or Solicitor who is looking to progress and build a...

We are seeking a Senior Private Client Solicitor to join our team in Sheffield. Our client, a full-service law firm, is recognized by Chambers & Partners and Legal 500.Key Responsibilities:Developing and implementing comprehensive estate planning strategies for ultra-high net worth and high net worth individuals.Providing expert advice on tax-efficient...

Private Client Solicitor OpportunityG2 Legal Limited is seeking an experienced Solicitor to join their Private Client department. The ideal candidate will have a strong background in Wills, Trusts, and Probate work, with excellent communication skills and the ability to build a varied caseload.Key Responsibilities:Take over an existing caseload of Wills,...

Sellick Partnership Limited - Private Practice is seeking a highly skilled and experienced Private Client Lawyer to join their team in South Yorkshire. This is an excellent opportunity for a qualified professional looking to start or continue a career in general private client matters.With a caseload consisting of general private client work, including...

Private Client Solicitor OpportunityWe are seeking an experienced solicitor to join our busy Private Client team, advising on complex will drafting, probate, and administration of estates for high net worth individuals.As a senior member of the team, you will have the opportunity to handle high-quality work, working closely with colleagues to deliver...

We are seeking a highly skilled Private Client Solicitor to join our team based in Sheffield. As a Private Client Solicitor, you will assist the Head of Department and handle a full caseload of existing files, including wills, lasting powers of attorney, wealth planning, probate, and administration of trusts.In this role, you will have the opportunity to...

Clear Legal and Financial Recruitment is seeking a Private Client Solicitor to join their team in a busy city centre firm in Sheffield, South Yorkshire.Key Responsibilities:Assist the Head of the Department and take on a full caseload of existing files.Build a workload and contribute to the firm's thriving award-winning Private Client Team.Deal with a...

We are excited to represent an expanding Independent Wealth Management Advisory firm in Sheffield, UK. This is an excellent opportunity for a long-term career in Financial Services through paraplanning and beyond.About the RoleThis experienced Financial Planning Administrator position has become available due to growth. The successful candidate will be...

The Company: A highly regarded advisory firm based in Sheffield is seeking an experienced Financial Services Co-ordinator to join the private wealth focused wealth management arm of their financial planning team.Location: Central SheffieldWorking Arrangement: Hybrid, with flexibility to work from home up to 3 days a weekPackage: A competitive salary of...

Private Client Adviser RoleType of Position: Private Client Adviser - SheffieldCompensation: £50k - £65kArtemis Recruitment Consultants Ltd is seeking a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and addressing their financial planning needs.Maintain and...

Embark on a fulfilling career with HSBC and unlock your full potential. Whether you aspire to reach the top or explore new avenues, our organisation offers opportunities, support, and rewards that will propel you forward.We serve millions of individuals, families, business owners, investors, and entrepreneurs worldwide through our Wealth and Personal Banking...

NJR Recruitment is proud to represent a highly respected national Independent Wealth Management organisation, based in the Sheffield area, as they expand their team.What are the benefits?25 days annual leave + Bank HolidaysHybrid workingA additional day off for your birthdayContributory pension schemePrivate HealthcareLife assuranceHealth insuranceCharity...