Wealth Planning and Trust Specialist

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...

About Kingswood GroupWe are a forward-thinking organisation committed to becoming a top global provider of trusted wealth planning and investment management solutions. Our vision is supported by investments in people and innovation in technology to empower our advisers and clients.Key Statistics:$0 - $60,000 per year (dependent on experience)Job Title:...

Prominent experience in Private Wealth ManagementIn-depth knowledge of estate planning, trusts, and elderly client servicesProven track record in preparing estate and trust accountsThis coveted position offers a comprehensive caseload of existing files, encompassing Wills, Lasting Powers of Attorney, wealth protection strategies, probate, interstate...

About UsClients rely on us for trusted financial guidance. We're a dynamic wealth management firm that values professionalism and integrity.Job OpportunityWe seek an experienced Wealth Management Consultant to provide expert financial advice to clients nationwide. This challenging yet rewarding role offers opportunities for growth and professional...

Job Title: Financial Planning SpecialistNJR Recruitment is a leading recruitment agency specializing in finance and accounting jobs. We are currently working with a reputable Wealth Management Company that provides financial advice to clients across the UK.The company has an excellent opportunity for a Junior Financial Adviser to join their team and service...

Job Summary:We are seeking a highly skilled Private Client Solicitor to join our award-winning team in Sheffield. This is an excellent opportunity for an experienced professional to take their career to the next level and make a real impact in our department.The successful candidate will manage a full caseload of existing files, build their own workload, and...

NJR Recruitment Careers is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield. The firm requires an experienced Financial Planning Administrator to join their team, providing administrative support to a team of wealth managers.This role involves conducting product research, writing suitability reports,...

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...

About the RoleWe are a busy city centre firm seeking a talented Private Client Solicitor or Fee Earner to become part of our award-winning Private Client Team. As a key member of the team, you will assist the Head of Department and manage a full caseload of matters including Wills, Lasting Powers of Attorney, Wealth Planning, Probate, Intestate...

Job Overview:A Private Client Solicitor or Fee Earner is required to join our team in Sheffield, South Yorkshire. The ideal candidate will have experience in dealing with wills, lasting powers of attorney, wealth planning, probate, and trusts.Main Responsibilities:Taking on a full caseload.Supervising junior staff.Building workload and managing...

About the RoleWe are seeking an experienced Tax Planning Specialist to join our team in Bradford, working closely with a tight-knit and collaborative team who enjoy engaging with the local community.Key ResponsibilitiesManage a portfolio of client relationships, including non-residents, non-domiciled individuals, high net worth individuals and trusts,...

Thriving Wealth Management PracticeOur Client is a reputable and independent wealth management practice based in the Sheffield area. With a strong reputation for providing trusted financial solutions to High Net Worth individuals and businesses, we are now looking to recruit an experienced Financial Adviser to join their team.Job DescriptionThis is an...

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...

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...

About Clayton DaviesWe are a growing wealth management firm based in Yorkshire.Salary: £45,000 + BenefitsJob Description:Undertake thorough and accurate research to support Financial Advisers in recommending suitable solutions for clients.Conduct cash-flow modelling and calculations as required to inform recommendations.Prepare clear and comprehensive...

Job SummaryIPSGroup seeks a seasoned Personal Wealth Expert to oversee a portfolio of high-net-worth individuals, business owners, and entrepreneurs. As a key member of our tax department, you will deliver high-quality tax advice and compliance services, ensuring each client's tax affairs are managed efficiently and in compliance with UK tax...

CRA Legal, a national law firm with an excellent reputation both locally and across the country, is seeking a highly skilled Senior Estate Planning Lawyer to join their partner-led team in Sheffield.About the Role:As a Senior Estate Planning Lawyer at CRA Legal, you will have the opportunity to work on complex estates with international elements, advising...

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...

Fqps is seeking an experienced estate planning specialist to join our Sheffield office. This role involves managing a caseload of probate, estate planning, and IHT calculations, as well as advising on inheritance tax, capital gains tax, and income tax. Key responsibilities include:• Managing a complex caseload of high-value estates• Providing expert...

We are Irwin Mitchell LLP, a national law firm with a local touch. Our philosophy is built around being legal and financial experts who genuinely care about our clients and colleagues alike.About the RoleWe are seeking an experienced Solicitor/Legal Executive to join our Wills and Probate team in Sheffield. The successful candidate will be working closely...