High Net Worth Advice Manager

Job Description: High Net Worth AdvisorWe are seeking an experienced full-time para planner to join our team at our head office. As a High Net Worth Advisor, you will work closely with our financial planners to deliver high-quality advice to clients. This includes providing expertise in investment planning, trusts, estate planning, retirement planning, and...

Role SummaryWe are seeking an experienced Private Client Lawyer to join our expanding team at Trethowans. As a leading private client law firm in Dorset, we provide high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.Main ResponsibilitiesAdvising clients on complex estate planning,...

Douglas Scott Legal Recruitment is recruiting for a High Net Worth Tax Lawyer to join their team in Bournemouth. In this role, you will have the opportunity to work on high net worth tax, trust and wills matters with support from partners and senior associates.Job RequirementsQualified solicitor or legal executive with experience in private client...

About the JobWe are seeking a highly skilled Para Planner to join our team at Ward Goodman Ltd. As a key member of our financial planning team, you will be responsible for providing expert advice to high net worth clients on a range of financial planning issues.The successful candidate will have excellent technical knowledge, strong communication and...

Private Client Solicitor OpportunityA fantastic chance to secure your next career move in a noted team with a national reputation.You could be a qualified solicitor or legal executive, trained at a well-known firm, ideally with a Legal 500 background. The role is perfect for someone keen to work on high net worth tax, trust and wills matters with support...

About This RoleVitality Corporate Services Limited is seeking an experienced Underwriter to join our Underwriting & Claims - Life team. This is a remote, full-time role that requires strong background in financial underwriting, good interpersonal skills, and experience in all Protection products.Key ResponsibilitiesImplement Vitality's High Net Worth (HNW)...

We are a leading private client law firm in Dorset, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients. As our firm continues to grow, we are seeking an experienced Private Client Lawyer to join our expanding team.**Key Responsibilities:**Advising clients on...

Role OverviewWard Goodman Ltd is seeking an experienced Para Planner to join our team at our head office. The successful candidate will work with our Financial Planners on their high net worth client bank, covering a wide range of issues including investment planning, trusts, and estate planning, retirement planning, and equity release.We offer a competitive...

Job SummaryWe are seeking an experienced Para Planner to join our team at Ward Goodman Ltd. The successful candidate will have at least 5 years of experience in para planning, a Level 4 Diploma qualification in financial planning, and strong technical knowledge.The role involves providing expert advice to high net worth clients on investment planning,...

Role Overview:Our client, a reputable law firm, is seeking a Senior Associate to join their Private Client team. This is a fantastic opportunity for a highly skilled professional to advise high net worth clients on complex legal matters, including wills, lifetime tax planning, business property, trusts, and estate administration.The ideal candidate will have...

Role OverviewWard Goodman Ltd, a leading financial planning company, is seeking an experienced Para Planner to join our team. This role offers the opportunity to work with high net worth clients, providing expert advice on investment planning, trusts, estate planning, retirement planning, and equity release.The ideal candidate will have at least 5 years of...

As a Strategic Partnership Manager at World Vision, Inc., you will play a pivotal role in securing financial support for our mission to create positive change in the lives of vulnerable children worldwide.About the RoleThis full-time, permanent position is based in Christchurch, South Island, and involves working with high net-worth donors, trusts, community...

About the Role">We are seeking an experienced Protection Products Underwriting Manager to join our team at Vitality Corporate Services Limited. As a key member of our Underwriting & Claims - Life team, you will be responsible for implementing VitalityLife's High Net Worth (HNW) underwriting proposals.The ideal candidate will have a strong background in...

About the Role:We're seeking an experienced Loss Adjuster to manage a range of Property claims effectively, providing service delivery within clients SLAs. Your portfolio of claims will include Domestic, Heritage, High Net Worth, Places of Worship, Property Owners, and Small/Medium size business in various regions.Our team is developing new claims software,...

Private Client Solicitor OpportunityThis is a fantastic chance to join a renowned team with a national reputation. You could be a qualified solicitor or legal executive, trained at a well-known firm, ideally with a Legal 500 background. You'll be keen to secure your next career move and work on high net worth tax, trust, and wills matters with support from...

We are seeking a Donor Engagement Lead to join our team at World Vision, Inc. This role plays a critical part in achieving our financial fundraising targets by building and nurturing relationships with high net-worth donors, trusts, community groups, and businesses.Key ResponsibilitiesCultivate and steward relationships with a community of donors and...

Job Description:We are seeking a talented .NET developer to join our team at Assemblysoft in Bournemouth, Dorset. As a key member of our development team, you will play a crucial role in designing and developing scalable, efficient, and user-friendly web applications using the latest technologies.About the Role:Design and develop robust, maintainable, and...

Family Law Solicitor , Christchurch This is an exciting opportunity for an ambitious Family Law Solicitor with some previous post qualification experience in a busy privately funded department.You will have trained and gained experience in a noted team having ran cases from start to completion and you'll be confident dealing with sensitive issues.The...

Private Client Solicitor OpportunityThis is an exciting opportunity for an experienced Private Client Solicitor to join G2 Legal Limited and progress their career further.The successful candidate will be part of a busy and recognised private client team that is expanding, handling a varied caseload to include wills, probate, IHT, tax planning, trusts and...

The Philanthropy Development Officer role at World Vision, Inc. is an exciting opportunity to contribute to the creation of positive change in the lives of vulnerable children worldwide. As a key member of our team, you will work closely with high net-worth donors, trusts, community groups, and businesses to cultivate and steward relationships that drive...