Senior Wealth Planning Advisor

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private...

Key ResponsibilitiesLead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.Oversee and drive the growth of client portfolios by implementing effective advisory strategies.Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and...

We are excited to represent an expanding Independent Wealth Management Advisory firm in Sheffield, UK. This is an excellent opportunity for a long-term career in Financial Services through paraplanning and beyond.About the RoleThis experienced Financial Planning Administrator position has become available due to growth. The successful candidate will be...

Embark on a fulfilling career with HSBC and unlock your full potential. Whether you aspire to reach the top or explore new avenues, our organisation offers opportunities, support, and rewards that will propel you forward.We serve millions of individuals, families, business owners, investors, and entrepreneurs worldwide through our Wealth and Personal Banking...

The Role:As a highly successful Wealth Management Specialist, you will join our award-winning national Financial Planning and Wealth Management Business, offering wealth management services to mass affluent and HNW individuals. With a long-standing track record in Financial Services, our highly profitable group carries no debt and is looking to grow its team...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

Zodiac Recruitment presents a unique opportunity for a skilled Planning Policy Advisor to join a respected independent town planning consultancy in Sheffield. In this role, you will contribute to a wide range of projects, honing your skills and expertise in policy development and implementation.The successful candidate will be rewarded with a competitive...

CRA Legal, a national law firm with an excellent reputation both locally and across the country, is seeking a highly skilled Senior Estate Planning Lawyer to join their partner-led team in Sheffield.About the Role:As a Senior Estate Planning Lawyer at CRA Legal, you will have the opportunity to work on complex estates with international elements, advising...

Our Wills and Probate team at Irwin Mitchell is currently recruiting for a talented Solicitor or Legal Executive to join our estate planning division in Sheffield. The successful candidate will be part of a team that ensures our clients' wealth is protected for them and their families by structuring assets in a tax-efficient way. We offer a full range of...

Financial Planning Administrator RoleWe are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to fill a Financial Planning Administrator position.This award-winning integrated company provides planning and investment services to both professionals and individuals, with £1bn of assets under...

CITRUS CONNECT LTD – SheffieldWe are seeking an experienced Estate Planning Consultant to join our team. In this role, you will be responsible for developing and implementing estate planning strategies for clients.As a Financial Planning Consultant, you will have the opportunity to work with a leading company in the industry and contribute to the growth of...

As a Senior Legal Advisor at Sheffield City Council, you will play a vital role in supporting the council's ambitious goals. You will work closely with the General Counsel and senior leadership to deliver high-performing services and ensure good governance. Your timely advice on complex issues will be integral to the council's success.Key responsibilities...

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a rapidly expanding Independent Wealth Management Advisory firm in the UK.Key benefits include:A highly competitive salary of £25,000 - £35,000 per annum, depending on experienceThe successful candidate will be responsible for providing high-quality...

Job Title: Senior Legal AdvisorSheffield City Council is a council that leads boldly with purpose and decisiveness, putting the people and communities of Sheffield at the heart of everything it does. This progressive organisation works hard to deliver excellence first time, every time.We have an exciting opportunity for a highly skilled Senior Legal Advisor...

Senior Commercial Legal AdvisorWe are seeking a highly skilled and experienced Senior Commercial Legal Advisor to join our Legal Services team at Sheffield City Council.The successful candidate will be responsible for providing authoritative advice to the Council’s Officers and Members, ensuring that decisions are lawful and in line with the Council’s...

About the RoleNJR Recruitment is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield, seeking an experienced Financial Planning Administrator.This opportunity offers a long-term career path within the Financial Services industry through paraplanning and beyond to advisory roles.We are looking for someone who can...

Senior Business Growth ManagerWe have a fantastic opportunity for an experienced Senior Business Growth Manager to join our team at Aviva, a leading insurance, retirement and wealth business. This role plays a key part in driving business growth and expansion in the UK's leading Insurance, Retirement and Wealth markets.About the Role:This is a senior...

About Our ClientMichael Page (UK) is proud to partner with a leading regulatory body that fosters an innovative, inclusive culture focused on positive change and professional growth.This organisation is known for its collaborative approach, with a strategy geared toward impactful service delivery and regulatory excellence.As a Senior Legal Advisor, you will...

Company OverviewRoyal Mail Group is a leading provider of postal and courier services, operating across the UK. As a Senior Legal Advisor, you will play a crucial role in shaping the company's legal strategy and ensuring compliance with regulatory requirements.About the RoleThis exciting opportunity is for a qualified solicitor with extensive experience in...

About the RoleSheffield City Council is seeking an experienced Planner and Project Manager to join its Strategic Planning Team. As a key member of the team, you will lead complex professional work and contribute to the development of local plans and supplementary documents.The successful candidate will have extensive experience in policy team work and strong...