Wealth Management Specialist

Company Overview: Recruit Wealth Ltd is delighted to represent one of the fastest-growing national financial planning businesses in the UK. Our client provides a holistic service across financial planning, wealth management, and investment management.Our advisory role offers a unique opportunity to work with existing clients and build new relationships in...

Join our team at Recruit Wealth Ltd, representing a fast-growing Financial Planning business in the UK. We're seeking an experienced Financial Planner to take on a newly created advisory role in Cambridge. This exciting opportunity will see you working with existing clients, building new relationships and providing expert guidance on pension and investment...

Wealth Management RoleOur company, based in Cambridge, is seeking a skilled Wealth Management Specialist to provide wealth management, investment planning, and retirement solutions. The ideal candidate will have experience in wealth management, excellent communication skills, and a strong understanding of financial services.Job Responsibilities:Client...

At Recruit Wealth Ltd, we are looking for a highly skilled and experienced Wealth Management Specialist to join our team.The successful candidate will have a strong background in Financial Planning, with expertise in pension and investment advice to private clients.This is an exciting opportunity to work with a dynamic and award-winning Financial Planning...

Benefits and CompensationWe offer a range of benefits and compensation packages to attract and retain top talent in the industry. As a Senior Wealth Manager at SANDPartners, you can expect:A base salary of $140,000 per annumBonuses and commissions based on performanceA comprehensive benefits package, including health insurance, retirement plans, and paid...

We are seeking a talented Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work closely with Private Client Advisors to deliver financial planning solutions to clients.Salary: £65,000 - £85,000 per annum.You will be responsible for constructing and producing financial plans, communicating cashflow...

Job Title: Senior Wealth ManagerEstimated Salary: £50,000 - £60,000 per annumCompany Overview:Shero Talent Consultancy is a reputable wealth management company based in Cambridge. We provide comprehensive wealth management, investment planning, and retirement solutions to our clients.Job Description:We are seeking an experienced Senior Wealth Manager to...

SANDPartners: Empowering Clients Through Holistic Wealth ManagementWe are seeking an experienced and ambitious professional to join our team as a Senior Wealth Manager at SANDPartners. As a trusted adviser, you will deliver exceptional client outcomes by providing tailored solutions that address complex financial needs.About Us:SANDPartners is a...

Unlock New OpportunitiesAs a Pension and Investment Advisor at Recruit Wealth Ltd, you will play a key role in delivering exceptional client experiences and driving business growth. With our client's private equity backing, this is an exciting time to join a dynamic team and contribute to shaping the future of financial planning in the UK. What We OfferAn...

We are seeking a talented Strategic Wealth Expert to join our high-performing team at SANDPartners.About us:We empower our advisers to deliver exceptional client service and go deeper with clients.Our unique client proposition allows us to enable clients, carefully and professionally, to have a rewarding relationship with their adviser.We provide...

Job SummaryWe are seeking a highly skilled Senior Wealth Manager to join our team at The Progeny Group. This is an excellent opportunity for an experienced HNW Financial Planner to take on a senior role and provide expert financial advice to our high net worth clients.The successful candidate will have a proven track record of delivering exceptional results...

Recruit Wealth Ltd are delighted to represent one of the UK's fastest growing, national Financial Planning businesses, backed by private equity for further expansion and acquisition. This advisory role is newly created in Cambridge, servicing existing clients while building new relationships. The ideal candidate will have extensive experience in pension &...

About Our CompanyShero Talent Consultancy is a leading Wealth Management company based in Cambridge, dedicated to delivering exceptional financial solutions to our clients.Job DescriptionThe ideal candidate will have a proven track record of success in client servicing, financial planning, and relationship building. You will be responsible for:Core...

Are you a seasoned Financial Planner looking for a new challenge? Do you have a passion for helping others achieve their financial goals? We have an exciting opportunity for you! As a key member of our team at Recruit Wealth Ltd, you'll be responsible for advising clients on pension and investment strategies, using your expertise to guide them towards...

We are expanding our Private Client Tax team in Bury St Edmunds and seeking a highly experienced Senior Private Wealth Manager to join us. As a respected professional in the industry, you will be responsible for managing a portfolio of high net worth individuals and families.The role offers an exciting opportunity for personal and career development, working...

Austin Fraser is seeking a highly skilled Financial Planning Administrator to join our team in Cambridge. This is a unique opportunity for an experienced financial advisor to take on a challenging role and develop their career in a dynamic and fast-paced environment.About the RoleThe successful candidate will be responsible for providing a holistic wealth...

Senior Tax Manager Job DescriptionHays Taxation is seeking an experienced Tax Senior Manager or Associate Director to join their dynamic team in Cambridge. This top-tier UK wealth management and professionals' services group values integrity, excellence, and innovation, making it an ideal place for a motivated tax professional.About the RoleYou will be...

Job Description:As a Tax Specialist in our Private Client Tax team, you will provide expert advice on personal taxation to HNW individuals, including serial entrepreneurs, business owners, partners, and landed wealth.Responsibilities:- Advise on personal taxation matters- Collaborate with colleagues to deliver high-quality services- Develop skills and...

Join us at Evelyn Partners, a forward-thinking integrated wealth management and professional services group dedicated to empowering individuals and businesses to succeed.About UsWith a heritage spanning over 186 years, we pride ourselves on delivering first-class results through our core values: Personal and Performance.The OpportunityWe're seeking a highly...

Unlock Your Leadership Potential at PEMWe are seeking an exceptional Director – Private Clients to join our prestigious and ambitious team. As a key player in our succession-planning, you will have the opportunity to drive business development opportunities, provide strong technical advice, and build great relationships with our clients and colleagues.Lead...