HNW Client Advisor

Senior Financial Advisor Wanted:GREATMANS CONSULTING LTD is seeking a highly skilled Senior Financial Advisor to join our team as a HNW Financial Specialist. In this role, you will be responsible for developing a book of high net worth clients from leads provided and your own network.Job Description:This is a senior-level role that requires a deep...

We require an HNW Paraplanning Professional to join our team at Austin Fraser. In this role, you will be responsible for providing expert support to our advisers and clients, ensuring that all investment information meets the highest standards of accuracy and regulatory compliance.Your key responsibilities will include:Receiving and interpreting client data...

Job OverviewWe are seeking an experienced Senior Tax Advisor to join our Private Client Services team. This role will involve dealing with complex tax cases, advising on CGT and income tax for HNW and UHNW clients, and providing technical support to the rest of the team.Key ResponsibilitiesConduct and manage a portfolio of complex tax cases involving CGT,...

Life Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...

Senior Tax AdvisorEstimated Salary: £60,000 - £80,000 per annumWe are seeking an experienced Senior Tax Advisor to join our Private Client Services Tax Trusts and Compliance Team in Birmingham, Chichester, or Sheffield.This role involves dealing with complex tax cases, advising on Capital Gains Tax (CGT) and income tax for high net worth (HNW) and...

About the RoleWe are seeking a Senior Tax Advisor to join our Private Client Services team, specializing in tax compliance and advice for high net worth individuals. As a key member of the team, you will be responsible for dealing with complex tax cases, including Capital Gains Tax and income tax for HNW clients with global interests.The ideal candidate will...

About the RoleWe are seeking an experienced Paraplanner to join our team in Birmingham. As a Paraplanner Assistant, you will provide support to our Financial Advisors and play a key role in developing client relationships.Your responsibilities will include:Assisting Financial Advisors with client meetings and debriefingsConducting financial analysis and...

Company Overview">Exchange Street Executive Search is a leading recruitment agency in the UK, specialising in placing highly skilled professionals across various industries.">Salary">We are seeking up to 7 experienced Loss Adjusters to join our team, offering a competitive salary of £60,000 - £80,000 per annum, depending on experience.">Job Description">As...

About the JobAs a Strategic Client Advisor at SCC, you will play a key role in driving growth across named accounts. You will prepare account plans, work with technical teams to agree on service roadmaps, and lead regular business reviews with clients.Your primary responsibility will be to build strong relationships with customers, understand their needs,...

Career Opportunities in Private Client Investment AdviceBirmingham (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsWe are seeking a highly skilled and experienced Financial Advisor to join our team and provide private client investment advice to high net worth individuals.About the Role:To provide...

Job OverviewBrown & Brown Europe is seeking an experienced Private Client Account Manager to join our professional team in the UK.The successful candidate will have a strong understanding of the insurance markets, products, wordings, and options, as well as experience in handling quotation enquiries, renewals, and midterm adjustments for HNW insurance...

Job SummaryThis Financial Planning Support Specialist role in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.The successful candidate will be providing technical, research and...

Join Our Ambitious Team as a Private Client LawyerWe are an innovative law firm, Shakespeare Martineau, seeking a motivated Private Client Legal Advisor to join our dynamic team in the West Midlands. Our team is renowned for its expertise in Private Client law, and we are looking for someone who shares our passion and commitment to delivering exceptional...

Key BenefitsHybrid Working: Enjoy the flexibility to work 1-2 days in our office while maintaining a great work-life balance.HNW Client Base: Leverage our existing relationships to get started and expand your client base.Growth Opportunities: Develop your skills through networking and proactive engagement, with ongoing support from our experienced...

Cedar Recruitment Ltd is seeking an experienced Private Client Tax Advisor to join our team. As a highly skilled professional, you will be responsible for providing expert tax guidance and building strong relationships with clients.Key Requirements:Strong knowledge of UK tax laws for high-net-worth individuals and trustsExcellent communication and...

Role: We are thrilled to partner with a leading national wealth manager to recruit for a seasoned Financial Planner for their Birmingham office.Nigel James Associates Ltd is seeking an experienced professional to inherit part of a portfolio of HNW clients, requiring expertise in delivering tailored, high-quality financial advice for clients with complex...

**About the Role**We are looking for an Executive Insurance Advisor - Private Clients to join our team at Brown & Brown Europe. The successful candidate will be responsible for managing an existing book of business dealing with new enquiries to expand the company client base.The ideal candidate will have strong communication skills and be able to provide...

**Job Overview**Hays Taxation is recruiting a private client tax advisor to join our team, focusing on managing a portfolio of high net worth individuals, company directors, sole-traders, and partnerships.The ideal candidate will have excellent communication skills, be able to provide clear and concise tax advice, and have experience in managing complex tax...

A challenging yet rewarding Private Client Solicitor role has arisen at a leading law firm in the West Midlands, seeking a qualified professional with a passion for providing expert legal advice to high net worth individuals.">The ideal candidate will possess a minimum of 3+ years' PQE and a proven ability to manage a diverse range of private client cases....

Join Our Team:We are seeking a highly motivated and experienced professional to fill the role of High Net Worth Client Advisor. In this position, you will be responsible for providing expert advice to high net worth clients and building strong relationships with them.About the Role:This is an exciting opportunity to join a leading financial services firm and...