Senior Wealth Manager

Wealth Management Advisor OpportunityWe are seeking a highly skilled and experienced Wealth Management Advisor to join our Client Servicing team in Cheltenham.This is an excellent opportunity to work with a highly regarded Wealth Management outfit, providing financial advice to valued clients and contributing to the provision of comprehensive range of advice...

Join Our Team: Wealth Management AssociateOverview:Capio Recruitment is proud to partner with a leading Wealth Management outfit based in Cheltenham. We're on the hunt for a skilled Wealth Management Associate to help deliver exceptional financial services to our clients.The Role:You'll be part of a friendly and professional team that boasts a fantastic...

Cheltenham Financial Planning JobAre you looking for a challenging and rewarding role in financial planning? We are seeking a skilled Wealth Management Advisor to join our team in Cheltenham. This exciting opportunity offers a competitive salary of £29,000 - £35,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As...

As a Private Wealth and Estate Manager at Chadwick Nott, you will play a crucial role in leading and developing our private client department in Cheltenham.You will be responsible for managing complex private client matters including wills, probate, tax planning and estate administration.This role requires a highly experienced lawyer with at least 6 years'...

Job Description:This is a challenging and rewarding role for a motivated and organized individual who wishes to work as an Office Management Specialist in a fast-paced wealth management environment.As an Office Management Specialist, you will be working closely with a senior partner to ensure the smooth day-to-day running of the practice. Your duties will...

Job Title: Business Operations CoordinatorThis is an exciting opportunity to join a leading Wealth Management company as a Business Operations Coordinator. The role involves providing administrative support to a Partner and their team, ensuring the smooth operation of the office. You will be responsible for preparing letters, presentations, and reports, as...

Senior Financial Planning RoleIDEX Consulting Ltd is seeking a highly experienced Financial Planner to join their team in Cheltenham or Hereford. This is a fantastic opportunity for a motivated individual to work with high net-worth clients and deliver a high-quality service.ResponsibilitiesManage a portfolio of high net-worth clients.Deliver exceptional...

**About the Role**We are seeking a highly skilled Senior Financial Director to support our client's finance functions in the service sector. This is an interim opportunity that will require you to oversee and manage day-to-day financial operations, ensuring accuracy, efficiency, and compliance.The ideal candidate will have proven experience as a Financial...

We are seeking an Associate Solicitor - Private Wealth to join our Cheltenham-based team. As a key member of our Private Client team, you will provide high-quality support and advise on a wide range of Private Client issues.About the RoleThis is an exciting opportunity to work with a respected legal firm in the country. Our Private Client team excels in...

As a Finance Manager at Hays Senior Finance, you will have the opportunity to join a dynamic service sector organisation based near Cheltenham. With over a decade of growth and success, this business is seeking a skilled professional to lead its finance team.Key ResponsibilitiesThis role involves delivering financial control, internal process and financial...

Are you a detail-oriented and organized professional looking for a challenging role in Financial Services? As a Senior Administrator, you will be responsible for providing technical and administrative support while maintaining an excellent level of customer service to clients.The Role: This is an exciting opportunity for a confident, numerate, and...

Establish a distinguished career as a Senior Tax Advisory Partner in our esteemed Private Client team, located in Cheltenham. With a strong reputation for delivering exceptional Personal Tax services to landed wealth, farming, bloodstock, and HNW families, we seek an experienced individual to lead our clients' tax planning efforts.The ideal candidate...

Job DescriptionWe are seeking a highly skilled Senior Private Client Professional to join our Cheltenham-based team. This is an excellent opportunity for someone who wants to take their career to the next level and make a real difference in the lives of our clients.The successful candidate will provide high-grade, profitable fee-earning support in the...

**About the Company**Hays Senior Finance are partnering with a leading and successful group to recruit a dynamic and hands-on Accountant for their Cheltenham, Gloucestershire site. A unique opportunity for a finance professional to take ownership of two entities within the group, supporting senior management in understanding their financial performance; This...

Company Overview">Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. We provide expert support to entrepreneurs and private individuals; our wealth of knowledge and experience spans internal and external audit, corporate and personal tax, corporate finance and deals, and accounting services.">We are...

Private Client Senior Associate: CheltenhamSalary Details: The successful candidate can expect a salary of around £110,000 per annum, based on experience and qualifications.Firm Overview: Our client is a prominent law firm in the Cotswolds region, delivering high-quality commercial and private client services. They cater to a broad range of clients, from...

Discover a new opportunity in FP&A with Hays Senior Finance as we partner with a global engineering group to recruit a driven and dynamic FP&A Analyst. Based in Cheltenham, Gloucestershire, you will play a key role in providing financial insights to steer senior management and the business on key performance drivers.Your role involves preparing for weekly...

About the Role:We are seeking an Entry Level Financial Planner to join our team in Bath or Cheltenham. The successful candidate will assist our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork, client liaison, and...

This is an exciting opportunity to join our partner company's Client Servicing team in Cheltenham. As a Client Servicing Professional, you will be responsible for providing Financial Advice to valued clients, administering new client pensions, investments and risk contracts, and managing annual client reviews.You will work closely with the team to ensure...

Job Summary:We are seeking a skilled Relationships Business Manager to build and maintain relationships between clients and our Financial Planning team. The ideal candidate will have at least 2 years' experience in a similar role within financial planning or wealth management sector.