Senior Wealth Advisor

We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...

About the RoleWe are seeking a senior wealth management specialist to join our team. As a self-employed or employed financial adviser, you will be responsible for developing and implementing complex financial plans for our high-net-worth clients, taking into account their current and future financial goals.Key ResponsibilitiesFormulate and implement...

In this exciting role as a Wealth Management Advisor, you will be responsible for providing in-depth and compliant financial advice to existing and new clients. This involves maintaining the highest standards of client care, professional conduct, and regulatory compliance. You will also play a key part in growing the number of clients served by recruiting...

About the RoleThis exciting opportunity as a Wealth Management Advisor UK offers you the chance to work with a growing business that already has a strong presence across the UK. Our business has expanded significantly through acquisition, and we are now looking for a talented individual to join our team in Yorkshire.You will inherit a substantial client base...

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...

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...

At AFH Wealth Management, we are seeking a skilled Senior Financial Consultant to join our team in Sheffield and surrounding areas. This role offers an excellent opportunity to work as a self-employed or employed adviser.In this position, you will have the responsibility of understanding your clients' current and future financial goals and providing expert...

Wealth Management Career OpportunityAt the Kingswood Group, we are seeking an experienced Administrator to join our Wealth Management team. This is a fantastic opportunity for someone looking to start or further their career in this field.As a Client Liaison Administrator, you will be responsible for providing support to our Advisors, including monitoring...

**Company Overview:**IDEX Consulting Ltd is a growing business with an established presence across the UK. With a strong reputation for delivering exceptional wealth management services, we are now looking for a Senior Financial Services Advisor to join our team in Yorkshire.As a key member of our team, you will be responsible for building strong...

About Our Client">We are partnering with a reputable wealth management practice in the Sheffield area, renowned for its commitment to delivering high-quality financial solutions to discerning clients.">Job Benefits">The successful candidate can expect a rewarding package that includes a basic salary of approximately £60,000 per annum, complemented by a...

We are recruiting for a highly skilled Private Client Partner to join our team at G2 Legal Limited in Sheffield. This is an excellent opportunity to develop your career in private wealth management and make a significant contribution to the success of our department.Location: Sheffield Position: Partner Department: Private ClientJob Description:Develop and...

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...

Role DescriptionAs a Financial Services Support Advisor, you will play a crucial role in supporting our advisors and clients. Your primary responsibilities will include:Providing administrative support to advisors, ensuring efficient workflow and timely completion of tasks.Processing sales-related paperwork, maintaining accurate records, and adhering to...

Job Title: Senior Legal AdvisorWe are seeking an experienced Senior Legal Advisor to join our Legal Team at the British Business Bank. As a key member of our team, you will provide legal support and oversight to the Bank and its product teams.The ideal candidate will have solid post-qualification experience with embedded knowledge and expertise in corporate,...

Kintec Global Recruitment is looking for a highly skilled Senior Technical Advisor to join their team in Sheffield. As a key advisor, you will provide expert guidance and support on complex mechanical engineering projects and operations.The ideal candidate will possess a degree in Mechanical Engineering, preferably with a Master's degree, and significant...

Award-Winning Wealth Manager Seeks Skilled Advisor">NJR Recruitment is proud to introduce a leading wealth management practice from the heart of the UK, acclaimed for its focus on bespoke financial services to high net worth clients and corporate entities. This accomplished team seeks a seasoned Financial Advisor to strengthen their core...

£75,000 - £105,000 + bonusA leading insolvency practice in Sheffield is seeking a highly experienced Senior Restructuring Advisor to join their team. This exceptional opportunity offers the chance to work with a diverse client base and contribute to business development initiatives.As a Senior Restructuring Advisor, your responsibilities will...

We are seeking a highly skilled Senior Financial Advisor to join our team at Permanent Futures. As a Senior Financial Advisor, you will work closely with the Head of Finance to manage financial operations, develop systems and procedures, and provide expert advice and support to schools within our Trust.Your key responsibilities will include:Developing and...

Senior Legal Collections Advisor RoleWe are looking for a Senior Legal Collections Advisor with previous experience managing a defended caseload, particularly in the Small Claims Track, to join our client.Responsibilities:Advise and liaise with clients on legal matters, assess prospects for successful recovery, and assist with overcoming disputes or reasons...