HNW Client Services Specialist

Howells Consulting Ltd is seeking a highly skilled Taxation Specialist to join their private client tax team. As a member of this team, you will be responsible for advising UK and international high net worth individuals (HNWIs) on all areas of their income and capital taxation.The ideal candidate will have extensive experience in private client tax and hold...

HNW Portfolio Specialist Role OverviewAt Hanover, we are seeking an experienced HNW Portfolio Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Key Responsibilities:Manage and deepen relationships with HNW and UHNW clientsContribute to the design and...

About This OpportunityLawes Insurance Recruitment is seeking a skilled HNW & Commercial Account Specialist to drive business growth and expand our client base. As a key member of our team, you will design and implement insurance programmes that meet clients' needs and provide exceptional customer service.Key ResponsibilitiesSuccessfully convert new business...

Role OverviewWe are seeking a skilled HNW Insurance Account Handler to join our team at MW Appointments. As a key member of our HNW team, you will work with prospective and existing clients to place and service their insurance policies.Key Responsibilities:Recognise Insurance Needs and risk profile of clientsPrepare detailed broking presentations to meet...

We are seeking an experienced HNW private client law specialist to join our team in East Moseley. As a leading law firm in Surrey, we pride ourselves on delivering exceptional services to our clients.The ideal candidate will have extensive knowledge of the law and be able to apply it effectively in complex cases. They will also possess excellent...

Job Description:We are seeking an experienced HNW Insurance Account Handler to join our team in North London. In this role, you will be responsible for placing and servicing insurance policies for prospective and existing clients.About the Role:Recognise insurance needs and risk profilePrepare broking presentationsIdentify suitable insurers and...

At Cameron James, we are seeking a skilled Insurance Account Handler to join our Private Clients team, specializing in arranging insurances for HNW individuals and commercial clients across the UK and abroad.Key Responsibilities:Service our clients' existing portfolio of personal insurances for HNW individuals and private clients.Provide technical expertise...

IDEX Consulting is proud to partner with a leading global insurance broker to appoint a Risk and Healthcare Adviser based anywhere in the UK. This is a fantastic opportunity for someone looking to grow their career in the benefits space.About the RoleYour primary focus will be to manage a portfolio of HNW clients, providing tailored solutions across the full...

QED Legal invites applications from accomplished Private Client Lawyers/Partners to join our dynamic team. As a leading provider of Private Client services, we serve high net worth individuals from across the UK and offer a clear pathway to becoming a Director in the short term.The successful candidate will possess a strong track record in Private Client...

Are you a seasoned HNW Business Owner Portfolio Manager looking for a new challenge? Howells Consulting Ltd is seeking an experienced professional to join their private client tax team.As a specialist in private client tax, you will advise UK and international HNWIs on all aspects of their income and capital taxation. You will also be responsible for...

Company OverviewOur small, highly professional IFA business is based in the Bank/Liverpool St area and we are looking for an experienced Paraplanner to join our team.We offer a competitive salary of £70,000-£90,000 per annum, depending on experience, and a supportive work environment.The role involves providing technical support to the adviser, dealing...

Salary: £80,000 - £120,000 per annumThis exciting opportunity as an Independent Financial Advisor is available due to the expansion of our client's business. As a key member of the team, you will be responsible for delivering holistic Financial Planning solutions to HNW Clients based in Central London.

About the RoleWe are seeking a highly skilled HNW Tax Planning Specialist to join our Private Client team at Howells Consulting Ltd. The role involves working closely with directors and partners to provide tax and trusts planning advice to high net worth individuals and their families. You will oversee a portfolio of offshore and onshore trusts, including...

Job Description:Deliver full-range financial planning advice to sophisticated HNW ClientsDevelop and grow the portfolio with internal introducersUtilise the wide-ranging Investment Management model to cater to diverse client needs

Our client, a well-established legal practice, is seeking an experienced Private Client Solicitor to provide comprehensive legal services to high net worth individuals in Northamptonshire.Key ResponsibilitiesManage lasting powers of attorney, trusts, and family investment companiesOversee high-value probates, including those with foreign elementsClaim...

About the RoleThis is a fantastic opportunity for someone who likes a diverse caseload and giving a bespoke personal service. As a mid-level private client solicitor, you will be joining a dynamic team that works with HNW and UHNW clients. The successful candidate will have a good understanding of estate planning, tax planning, and other relevant areas of...

**HNW Investment Professional Wanted!**Hanover is currently seeking an experienced investment professional to join our team as an HNW Investment Professional. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Role Overview:**As an HNW Investment Professional, you will be...

Insurance Broker RoleAre you an experienced insurance broker looking to develop your career in High Net Worth (HNW) insurance?Our client, an established BIBA general insurance broker based in North London, NW7, is seeking a skilled professional to join their dedicated HNW team.In this role, you will work with prospective and existing clients to place and...

Job SummaryWe are seeking a skilled HNW Insurance Account Handler to join our team at MW Appointments. As a key member of our HNW team, you will work with prospective and existing clients to place and service their insurance policies.Key ResponsibilitiesRecognise insurance needs and risk profilePrepare broking presentationsIdentify suitable insurers and...

About the RoleWe are seeking a skilled HNW Insurance Account Handler to join our team at MW Appointments. As a key member of our HNW team, you will work with prospective and existing clients to place and service their insurance policies.Key ResponsibilitiesRecognise insurance needs and risk profilePrepare broking presentationsIdentify suitable insurers and...