High Net Worth Client Manager
1 day ago
Ferguson Dean, a respected financial planning firm in Stockport, is looking for a skilled Financial Advisor to fill a challenging role. As a Senior Financial Adviser, you will be responsible for managing a portfolio of high net worth clients across the Cheshire region.
Key Features- Develop and maintain comprehensive financial plans for high net worth clients, incorporating cashflow modeling and lifestyle planning.
- Collaborate with senior colleagues to ensure seamless client service and effective portfolio management.
- Analyze client data to identify opportunities for growth and develop tailored plans to achieve their financial goals.
The successful candidate will receive a competitive salary of £50,000 - £70,000 per annum, plus benefits and uncapped OTE.
Career Development: Ferguson Dean offers a supportive environment where you can develop your skills and expertise in a dynamic and fast-paced industry.
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High Net Worth Private Client Advocate
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Stockport, Stockport, United Kingdom G2 Legal Limited Full timePrivate Client Advocacy: We are recruiting a seasoned High Net Worth Private Client Advocate to join our distinguished private client department in South Manchester. This is an outstanding opportunity for an accomplished solicitor to delve into high-level quality work and advance their career. About the Job: As a High Net Worth Private Client Advocate, you...
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High Net Worth Tax Specialist
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Private Client Tax Lead
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Private Client Tax Manager Lead
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Stockport, Stockport, United Kingdom Brook Street UK Full timeJob OverviewWe are seeking a skilled Private Client Tax Manager to join our award-winning firm of chartered accountants and tax advisers.As a key member of our Private Client Division, you will oversee a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.Your primary responsibility will...
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C# .Net Core Backend Developer Position
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Stockport, Stockport, United Kingdom Client Server Full timeA competitive salary up to £140,000 awaits a skilled Senior Software Engineer in our Client Server company.As a C# technologist, you will lead the design and development of new features and enhancements across two security product areas within our TDD environment deploying to AWS. Our Agile team is looking for someone with strong backend development...
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Backend C# .Net Expert Wanted
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Stockport, Stockport, United Kingdom Client Server Full timeClient Server's Senior Software Engineer position calls for a C# .Net expert.In this role, you'll be responsible for designing and implementing new security features and enhancements, collaborating with our small, Agile team using TDD and deploying to AWS.We value diversity and inclusivity, offering a supportive work environment with opportunities for growth...
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Tax Advisory Manager
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HNW Client Portfolio Manager
7 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the Role:Ferguson Dean is a leading financial planning firm in Stockport, and we are currently seeking a talented individual to join our team as a Financial Planning Associate. In this role, you will work closely with a Senior Adviser to take over a portfolio of high net worth (HNW) clients in the Cheshire region.The ideal candidate will have excellent...
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Senior Financial Adviser Role
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Stockport, Stockport, United Kingdom Ferguson Dean Full timeWe are seeking an experienced Financial Advisor to join our team at Ferguson Dean, a prestigious financial planning firm in Stockport. As a High Net Worth Client Manager, you will be responsible for managing a portfolio of high net worth clients across the Cheshire region.About the RoleDevelop and implement comprehensive financial plans for high net worth...
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UK Tax Planning Specialist
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Senior Tax Manager
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Stockport, Stockport, United Kingdom Brook Street UK Full time £55,000Company Overview">We are a rapidly expanding award-winning firm of chartered accountants and tax advisers, developing our Private Client Division. Our team is dedicated to providing exceptional services to high-net-worth individuals, families, entrepreneurs, trusts, and estates.">Salary">Competitive salary up to £55,000 per annum (dependent on...
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Financial Planning Expert
3 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeRole OverviewWe are seeking a highly skilled Financial Planner to join our practice in Stockport, Cheshire. As a Portfolio Management Specialist, you will be responsible for providing holistic planning services to High Net Worth (HNW) clients across the region.Your primary objective will be to work closely with a Senior Adviser to take over a portfolio of...
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Portfolio Management Specialist
3 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleWe are currently recruiting for a Financial Planning Expert to join our team in Stockport. The successful candidate will be responsible for managing a portfolio of HNW clients, providing comprehensive financial planning services, and working closely with a Senior Adviser to ensure seamless transitions.This is an excellent opportunity for...
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High Net Worth Tax Expert
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Stockport, Stockport, United Kingdom Brook Street UK Full timeAbout the RoleIn this challenging and rewarding role, you will lead a team of junior tax staff, providing guidance and support for their professional development.You will also be responsible for reviewing personal tax returns, including those for trusts and estates, along with associated documentation.The ideal candidate will have in-depth knowledge of UK...
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Personal Tax Portfolio Manager
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Stockport, Stockport, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timePro-Tax Recruitment Limited is committed to ensuring representation of people from all backgrounds. We are seeking a skilled Taxation Expertise Leader to join our team in South Manchester. This role offers a competitive salary of £45,000 - £55,000 + Benefits.You will work with a varied client base of business owners, high net worth individuals,...
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Senior Software Engineer
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Stockport, Stockport, United Kingdom Client Server Full timeWe seek a talented C# .Net developer to strengthen our security technology team at Client Server.This senior role involves developing new security features and enhancements, utilizing your strong backend C# .Net skills and experience with .Net Core, as well as good knowledge of AWS. Join us in creating innovative solutions that drive growth.Benefits package...
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Senior Wealth Manager
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Stockport, Stockport, United Kingdom Ferguson Dean Full timeAn exciting opportunity has arisen for a Senior Wealth Manager to join the esteemed team at Ferguson Dean in Stockport. The successful candidate will be responsible for providing holistic planning to high net worth clients across the Cheshire region.The role involves working closely with a Senior Adviser, taking over a portfolio of clients and using cashflow...
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Tax Portfolio Manager
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Stockport, Stockport, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob Title: Tax Portfolio ManagerLocation: South ManchesterEstimated Salary: £52,500Pro-Tax Recruitment Limited is partnering with a leading professional services firm in South Manchester to find an experienced Tax Portfolio Manager to join their private client team.About the Role:Manage a varied portfolio of clients including business owners, high net worth...
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Tax Specialist
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Stockport, Stockport, United Kingdom Clark Wood - Tax Recruitment Full timeClark Wood - Tax Recruitment is seeking a skilled Tax Specialist to join their team in Stockport. This role offers exposure to a diverse range of personal tax clients, including high net worth individuals, company directors, and sole traders.The successful candidate will be responsible for ensuring accurate and efficient compliance work, preparing personal...
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Financial Planner Opportunity
3 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFerguson Dean, a leading financial planning firm in Stockport, is seeking a skilled Financial Advisor to join their team. As a Senior Financial Adviser, you will be responsible for providing holistic planning services to high net worth clients across the Cheshire region.Key ResponsibilitiesProvide comprehensive financial planning solutions to clients,...