HNW Case Manager

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...

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...

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...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

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,...

Mortgage Administration Role OverviewD&R Recruitment Limited is seeking a highly organized and detail-oriented Mortgage Administrator / Case Manager to manage the mortgage pipeline and ensure efficient progression of client applications. This role requires excellent communication and interpersonal skills, with the ability to work closely with various...

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...

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...

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...

Sanctuary Personnel Ltd is seeking a highly skilled and experienced Senior Social Worker to join our team in Surrey. This is a permanent full-time position with a salary of up to £47,681 per annum.About the JobThe successful candidate will be responsible for managing a complex caseload of individuals, children, carers, and families who require support and...

Complex Leasehold Enfranchisement RoleG2 Legal Limited is looking for an experienced Leasehold Solicitor - Complex Cases to join their team in south London/Surrey. The successful candidate will have a strong background in leasehold enfranchisement and be able to provide expert legal advice on complex matters.Responsibilities:Provide accurate and up-to-date...

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...

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 UsSanctuary Personnel Ltd is a leading provider of social care services, offering a range of solutions to meet the diverse needs of individuals and communities. We believe in empowering people to live fulfilling lives, free from harm and neglect.Our MissionWe are driven by a commitment to excellence, innovation, and compassion. Our mission is to...

About the OpportunityWe are seeking a highly motivated and experienced Complex Care Manager to join our team at Sanctuary Personnel Ltd.Job DescriptionThe successful candidate will be responsible for managing a complex caseload of individuals, children, carers and families who require support and guidance. Key duties include:Managing a caseload of complex...

Job Overview: Merrifield Consultants is seeking an experienced Philanthropy Development Manager to lead the cultivation and stewardship of potential and existing major donors, trusts, and statutory bodies. This role involves driving significant income growth by developing inspiring fundraising cases of support and impact reporting.The successful candidate...

Job Title: Solicitor for Family Law\Henderson Scott Limited, a reputable regional law firm with offices across Surrey and Middlesex, is seeking an experienced Solicitor for Family Law. The ideal candidate will have a proven track record in handling complex family law cases and providing exceptional client service.\About the Role:\This position offers a...