Private Client Advisor
3 days ago
Estimated Salary: £55,000 - £75,000 per annum
Titan Wealth Holdings Limited is seeking a highly skilled Private Client Advisor to join our team. As a Private Client Advisor, you will be responsible for providing expert independent advice to designated clients in compliance with relevant regulations and company policies.
The ideal candidate will have technical competence across all areas of financial planning and experience as a Financial Planner. You will also need to possess excellent communication skills and be able to work independently.
Key Responsibilities:
- Provide expert independent advice to designated clients in compliance with relevant regulations and company policies.
- Maintain 'Fit and Proper' status through continuous professional development and suitable development opportunities.
- Evidence and maintain knowledge of company policies, processes, and guidance.
- Ensure that client advice and reports are compliant with company processes and regulatory requirements.
Requirements:
- Technical competence across all areas of financial planning.
- Experience as a Financial Planner.
- Essential - Diploma in Financial Planning (or equivalent).
- Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this.
Benefits:
- Competitive salary of £55,000 - £75,000 per annum.
- Private Medical Insurance.
- Employee Pension Scheme.
- 24 days Annual Leave.
- Dental Insurance.
- Life Assurance.
- Health cash plan.
-
Senior Private Client Advisor
1 week ago
Bristol, Bristol, United Kingdom Chadwick Nott Full time**Job Description:**We are seeking a seasoned Senior Private Client Advisor to join our thriving Private Wealth team. This is an exciting opportunity for an experienced professional to lead key client relationships and contribute to the delivery of high-quality private client services.The ideal candidate will have a strong background in working with High Net...
-
Private Client Advocate
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob Title: Private Client LawyerWe are seeking a highly experienced Senior Associate to join our prestigious Private Wealth team in Bristol or Exeter, with the option of hybrid working from home.About the RoleThis is an exceptional opportunity to work on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors. The...
-
Private Health Advisor Position
1 week ago
Bristol, Bristol, United Kingdom The Growth Consultants Full timeSenior Private Medical Insurance Advisor RoleThe Growth Consultants is expanding its team and seeks a skilled Senior Private Medical Insurance Advisor to contribute to our growth and success. As a key member of our sales team, you will be responsible for driving revenue growth and delivering exceptional customer experiences.Key Responsibilities:Identify new...
-
Private Client Advisor
1 week ago
Bristol, Bristol, United Kingdom Michael Page (UK) Full timeAbout the PositionWe are seeking a Personal Tax Assistant Manager to join our team in Bristol. As a key member of our private client tax team, you will be responsible for managing a diverse portfolio of personal tax cases and advising on tax planning project work. The successful candidate will have a strong background in personal tax and be able to provide...
-
Private Client Solicitor Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeCompany Overview">Chadwick Nott is a top 100 law firm with a highly regarded and successful Private Wealth team. The team has a strong reputation for high-quality regional and national High Net Worth work.">Job Description">We are seeking an experienced Private Client Senior Associate to lead key client relationships from the outset. You will be working on...
-
Private Client Tax Specialist
1 week ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeKey Responsibilities:As a Private Client Tax Specialist, you will be responsible for providing expert advice on tax compliance and planning to individuals and businesses.Your key responsibilities will include preparing tax returns, liaising with HMRC, and providing technical tax research and strategic planning for clients.The successful candidate will have a...
-
Private Medical Advisor
6 days ago
Bristol, Bristol, United Kingdom The Growth Consultants Full timeSenior Private Medical Insurance Advisor RoleWe are looking for a highly motivated and experienced Private Medical Advisor - Senior Role to join our team at The Growth Consultants.In this challenging and rewarding role, you will work closely with clients to develop personalized insurance plans that address their unique healthcare needs. With a strong...
-
Private Client Tax Advisor Trainee Programme
2 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management. We offer a unique opportunity for graduates to develop their skills and knowledge in accounting and taxation while gaining hands-on experience working with high-net-worth families, entrepreneurs, business owners, and family businesses.About the...
-
Senior Private Client Legal Advisor
1 week ago
Bristol, Bristol, United Kingdom Austen Lloyd Limited Full timeWe are looking for an experienced and ambitious Private Client Solicitor to join our team in Bristol. As a key member of the private client department, you will work closely with colleagues to provide expert advice on wills, lasting powers of attorney, trusts, tax work, and estate administration. Your exceptional communication and interpersonal skills will...
-
High Net Worth Client Advisor
5 days ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeService Care Solutions Ltd, a renowned firm, seeks a High Net Worth Client Advisor to join their Private Wealth team. As a key member of the team, you will handle succession and tax legal matters for high-net-worth clients.Main ResponsibilitiesAdvise HNW clients on complex succession planning, inheritance tax, and estate administration.Develop and implement...
-
Private Client Attorney
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob SummaryWe are seeking an experienced Private Client Solicitor to join our esteemed private client team in Bristol.This is an excellent opportunity for a skilled Private Client lawyer to work alongside highly regarded colleagues and gain valuable experience.The successful candidate will be part of a busy private client team, providing expert support and...
-
Private Client Solicitor
6 days ago
Bristol, Bristol, United Kingdom LHH Recruitment Full timeWe are seeking an experienced Private Client Solicitor to join our team in Gloucester. As a key member of our Private Client department, you will be responsible for handling a wide range of Private Client matters, including Wills, Probate, LPA's, Trusts, Estates, Tax, and Court of Protection.The ideal candidate will be a qualified solicitor with experience...
-
Private Client Solicitor
3 days ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeAbout the Role">Chadwick Nott, a top 100 firm, is seeking a private client solicitor to join their esteemed private client team in Bristol. The ideal candidate will have experience in private client law and be looking for a challenging new role.">The successful applicant will work alongside highly regarded private client lawyers, providing excellent support...
-
HNW Client Advisor
1 month ago
Bristol, Bristol, United Kingdom Saltus Partners LLP Full timeHNI Client Advisor RoleSaltus Partners LLP is seeking an experienced HNI Client Advisor to join our team. This exciting opportunity offers a chance to work with high-net-worth individuals, developing tailored solutions to meet their complex needs.About the Position:The successful candidate will possess a strong background in technical paraplanning, including...
-
Private Client Solicitor
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeCompany Overview:Chadwick Nott is a reputable law firm in the South West, seeking an experienced private client solicitor to join their team.Estimated Salary: £60,000 - £80,000 per annumJob Description:We are looking for a well-rounded private client solicitor with at least 2 years' experience to manage their own caseload of private client work. This will...
-
Private Client Advocate
2 weeks ago
Bristol, Bristol, United Kingdom Motus Full time**Job Opportunity**Motus is seeking a skilled Private Client Advocate to join its team. As a Private Client Advocate, you will play a key role in advising clients on contentious trusts, probate and private client litigation matters.With a strong focus on delivering exceptional results, Motus offers a supportive and collaborative environment that encourages...
-
Private Client Expert
2 weeks ago
Bristol, Bristol, United Kingdom TSR Legal Full timeTSR Legal seeks a confident and business development focused Private Client Partner or Legal Director to support the growth of their ambitious team in Bristol.Job SummaryThe ideal candidate will have considerable experience in non-contentious private client/wealth matters, including IHT planning, will drafting, LPA, trust administration, lifetime giving, and...
-
Private Client Director
6 days ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeRole Overview:">We are seeking a Private Client Director to join our team in Bristol. The ideal candidate will have a proven track record of managing high-net-worth private clients and developing new business opportunities.">About You:">">You will have a strong understanding of the investment industry and a proven track record of managing high-net-worth...
-
Private Client Expert
2 weeks ago
Bristol, Bristol, United Kingdom Austen Lloyd Ltd. Full timeAusten Lloyd Ltd. is a specialist legal recruitment agency operating nationally. We are seeking a qualified Private Client Solicitor to join our team in Bristol.As a key member of our team, you will be responsible for demonstrating teamwork and relationship-building skills, as well as working flexibly. You will also be expected to build strong relationships...
-
Private Client Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Yolk Recruitment Full timeA prestigious regional law firm in Bristol is seeking a skilled Private Client Solicitor/Lawyer to join their team. As a key member of the team, you will provide expert legal advice on private client matters and manage a diverse caseload, including wills, trusts, and estate planning.The successful candidate will work closely with other team members to...