Private Wealth Manager

An 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...

About the RoleWe are excited to announce an exciting opportunity for a Trainee Financial Planner to join our dynamic team at MCGREGOR RECRUITMENT. In this role, you will be responsible for providing high-quality support to our financial planning team, assisting in the development of financial planning strategies and reports, and contributing to the growth...

Senior Financial Planner WantedFerguson Dean, a leading financial planning firm in Stockport, is seeking a senior financial planner to join their team. The successful candidate will have experience in managing a portfolio of HNW clients and will work closely with a Senior Adviser to take over a portfolio of HNW clients in the Cheshire region.The role...

Become a part of our dynamic team as a Private Wealth Manager at our award-winning firm of chartered accountants and tax advisers.We are seeking a highly skilled Senior Private Client Advisor to join our rapidly expanding Private Client Division in Stockport and help shape the financial futures of our clients.In this role, you will have the opportunity to...

Welcome to Charity Link, where we are actively searching for talented individuals to join our Private Site Field Sales team! As a Private Site Field Sales Professional, you will have the unique opportunity to promote the work of some of the nation's best-known and respected charities.About the OpportunityThis is an exceptional chance to work for a company...

We are recruiting for a Private Site Sales Representative to join our team at Charity Link. As a Field Sales Executive, you will be promoting the work of some of the country's most prestigious charities.About UsAt Charity Link, we pride ourselves on providing a strong all-round package for our people and teams, including regular incentives and bonus,...

We are seeking a Manchester Private Client Manager to join our team at Pro-Tax. As a key member of our team, you will be responsible for managing client relationships and developing tax strategies for private clients in the Manchester area.The successful candidate will have experience working for a UK accountancy firm and a solid understanding of tax laws...

Job 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...

About the RoleWe are seeking a highly experienced Senior Tax Advisor to join our team in Stockport. As a Private Client Tax Manager, you will oversee a portfolio of high-net-worth individuals, families, entrepreneurs, trusts, and estates.Responsibilities:Tax Planning and Advisory: Deliver comprehensive services that encompass inheritance tax, capital gains...

South Manchester Private Client VacancyWe are a leading firm offering a rewarding career opportunity for a motivated and ambitious individual to join our wills, trusts, and probate team in South Manchester.Our L500 ranked department provides an excellent platform for career growth and development in private client law.Job Highlights:Develop your skills in...

Private Client Tax Manager Job Description:This role offers the opportunity to work with a dynamic and forward-thinking firm, leading the way in technical competency and genuinely caring for its clients and employees.Key Responsibilities:Manage a portfolio of private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts,...

Take your career to the next level by joining Charity Link as a Private Site Fundraiser. In this role, you will promote charitable causes, develop sales skills, and contribute to a dynamic team that makes a real difference in people's lives.Responsibilities:Promote charity initiatives to private site locationsMeet or exceed sales targets and grow...

An exceptional opportunity has arisen for a seasoned private client solicitor to join G2 Legal Limited's esteemed private client department.The team is seeking an experienced solicitor with expertise in a range of private client matters, including wills, trusts, probate, LPAs, and court of protection.You will inherit a stable caseload featuring diverse and...

About the RoleAs a key member of our private client team, you will be responsible for managing your own client portfolio and acting as a go-to client contact.You will work closely with the private client partner and wider team to deliver a range of tax planning and advisory needs.

About the RoleThis is an exciting opportunity for a Private Client Tax Manager to join our team at Brook Street NMR. As a key member of our Private Client Division, you will be responsible for delivering comprehensive tax services to high-net-worth clients, including inheritance tax, capital gains tax, and income tax planning.

About the RoleWe are seeking an experienced Private Client Tax Specialist to join our rapidly expanding private client division. The ideal candidate will have a proven track record of managing own portfolios of high-net-worth clients and possess in-depth knowledge of UK tax legislation and compliance requirements.Key responsibilities include delivering tax...

We are seeking a highly skilled Private Client Tax Manager to join our award-winning team of chartered accountants and tax advisers.Paying up to £55,000 (dependent on experience), this Stockport based role offers a hybrid working arrangement, providing the perfect balance between office and home life.To be successful in this role, you will require relevant...

About Us">Brook Street UK is an award-winning firm of chartered accountants and tax advisers, rapidly expanding and developing our Private Client Division. We are committed to delivering exceptional services to high-net-worth individuals, families, entrepreneurs, trusts, and estates.">Key Responsibilities">As a Private Client Tax Manager, you will lead a...

A reputable recruitment agency, Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists, is currently looking for an exceptional Private Client Tax Senior to join their team in Stockport.Job DescriptionThe successful candidate will be responsible for managing a diverse portfolio of clients, providing tax compliance and advisory services,...

Private Client Tax Manager OpportunityAn award-winning firm of chartered accountants and tax advisers seeks a Private Client Tax Manager to join its rapidly expanding Private Client Division. This exciting opportunity offers a competitive salary, comprehensive benefits package, and opportunities for professional development.Duties and ResponsibilitiesThis...