High-Net-Worth Client Support Advisor
2 weeks ago
A reputable Chartered IFA firm in Central London is seeking an experienced Paraplanner to join their team. As a Senior Paraplanner, you will play a vital role in supporting their advisers in delivering comprehensive financial planning services to high-net-worth individuals.
The ideal candidate will have a minimum Level 4 Diploma qualification and a proven track record of delivering high-quality paraplanning services. Strong communication and analytical skills are essential, as well as the ability to work effectively in a dynamic environment.
- Up to £65,000 per annum
- 3 days in the office per week after initial training
- Full support for studying towards Chartered Status
- Pension scheme, death in service cover, and income protection
- 25 days holiday + bank holidays
To be successful in this role, you will need to:
- Have a minimum Level 4 Diploma qualification
- Demonstrate excellent knowledge of fund research, suitability report writing, calculations, and illustration creation
- Show strong communication and analytical skills
- Be able to work effectively in a team environment
-
High Net Worth Client Advisor
4 days ago
London, Greater London, United Kingdom Ateca Consulting Full timeJob SummaryWe are currently seeking a highly experienced High Net Worth Client Advisor to join our team in Switzerland.The ideal candidate will have expertise in managing relationships with high net worth individual investors and a strong network of contacts in the industry.Responsibilities will include expanding the bank's presence in key markets,...
-
High Net Worth Client Advisor
4 days ago
London, Greater London, United Kingdom mbf Full timeAbout the CompanyOur client is a leading international investment advisory firm dedicated to helping high-net-worth clients achieve their long-term financial goals. They pride themselves on a transparent, client-first approach and provide exceptional support and resources to ensure their advisors succeed.Job DescriptionThis is a fully remote financial...
-
Ultra High Net Worth Client Advisor
4 days ago
London, Greater London, United Kingdom Undisclosed Full timeJoin our client's team as an Ultra High Net Worth Client Advisor and play a critical role in shaping the future of financial services.This is a unique opportunity to work with a highly entrepreneurial firm that is disrupting the Private Wealth Asset manager space using cutting-edge technology and data-driven insights.About the RoleAs an Ultra High Net Worth...
-
High-Net-Worth Client Advisor
24 hours ago
London, Greater London, United Kingdom EJ Legal Full timeWe are looking for a skilled High-Net-Worth Client Advisor to join our team, providing expert guidance to individuals and families on complex financial matters.The ideal candidate will have a deep understanding of financial markets, excellent communication skills, and the ability to work under pressure.We offer a competitive salary of £85,000 - £115,000...
-
High Net Worth Mortgage Advisor
4 days ago
London, Greater London, United Kingdom Premier Jobs UK Limited Full timeA High Net Worth Mortgage Advisor role is available in West London, offering the opportunity to work with high income and high net worth individuals. As a specialist in new build mortgages, you will be responsible for advising clients on their mortgage options and identifying opportunities to increase their wealth.The role is based in Hammersmith, West...
-
High Net Worth Client Advisor
1 month ago
London, Greater London, United Kingdom gmk Full timeAre you a highly skilled professional looking to advance your career in private wealth management? Do you have 3-6pqe experience in handling complex matters related to tax structuring, estate administration, succession planning and will drafting?As a High Net Worth Client Advisor at our London-based firm, you will join a highly respected team that serves an...
-
High Net Worth Client Consultant
4 weeks ago
London, Greater London, United Kingdom Tarka Talent Full timeAre you an experienced professional seeking a challenging role that leverages your skills and expertise? Look no further than Tarka Talent, where we are looking for a High Net Worth Client Consultant to join our team.As a trusted advisor, you will work closely with ultra-high-net-worth families and individuals, providing bespoke consulting services to...
-
London, Greater London, United Kingdom Delta Executive Search Full timeAbout the OpportunityEstimated Salary: €180,000 - €280,000 per yearHigh-Net-Worth Client Advisor sought for Balkan Markets.This is a unique opportunity to join a leading financial institution and develop your skills in private banking and wealth management.You will be responsible for developing and managing a diverse portfolio of high-net-worth clients...
-
High Net Worth Client Manager
1 month ago
London, Greater London, United Kingdom Armstrong Knight Full timeJob Summary: We are currently seeking a highly skilled High Net Worth Client Manager to join our team at Armstrong Knight. The successful candidate will be responsible for managing a portfolio of high net worth individuals, partners, and business directors, providing expert tax advice and guidance to ensure they meet their complex tax obligations. Key...
-
High Net Worth Client Manager
1 week ago
London, Greater London, United Kingdom MERJE Full timeMERJE is seeking an experienced High Net Worth Client Manager to join its team and drive business growth in the high net worth insurance division. In this role, you will be responsible for managing a book of high and ultra-high net worth clients, delivering exceptional customer service, and contributing to the company's ambitious growth targets.This is an...
-
High Net Worth Client Manager
3 weeks ago
London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full timeWith Douglas Scott Legal Recruitment, we are seeking a highly skilled Private Client Partner to join our prestigious network of legal professionals in South West London. This is an exceptional opportunity for an experienced solicitor to leverage their expertise in tax, trusts, estate planning, and wealth management to attract and retain high-net-worth...
-
High Net Worth Financial Advisor UK
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary: High net worth individuals seek a trusted financial advisor to manage their wealth and provide expert guidance on investments, retirement planning, and more. At Financial Divisions, we're looking for a skilled and experienced financial advisor to join our team as a Senior Wealth Manager. If you have 3+ years of experience in financial planning...
-
High Net Worth Client Manager
3 days ago
London, Greater London, United Kingdom MERJE Ltd Full timeAbout the Role:This Senior Insurance Professional position offers an exciting opportunity to drive growth in the high net worth insurance division. As a hybrid working arrangement in London, this role involves managing a book of high and ultra-high net worth clients, driving business growth, and delivering exceptional customer service.Key Responsibilities...
-
London, Greater London, United Kingdom IDEX Consulting Ltd Full timeJob Title: Chartered Financial Planner**About the Role:**We are seeking an experienced and highly skilled Chartered Financial Advisor to join our team in London. As a key member of our team, you will inherit a high-value client book cultivated over 40 years, comprising 115 households with approximately £100 million AUM.**Key Responsibilities:**- Provide...
-
High Net Worth Lawyer Partner
1 week ago
London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full timeA prestigious law firm in South West London seeks a seasoned High Net Worth Lawyer Partner to enhance their team's capabilities. The successful candidate will possess extensive expertise in tax, trusts, estate planning, and wealth management for high-net-worth individuals. They will be expected to attract and retain clients, leveraging their robust network...
-
High Net Worth Client Liaison
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled High Net Worth Client Liaison to join their team. In this role, you will work closely with high net worth clients to ensure that they receive the best possible service from our company.About the RoleThe ideal candidate will have 5+ years of experience working in a technical administration role within...
-
High Net Worth Private Wealth Advisor
6 days ago
London, Greater London, United Kingdom Cyan Partners Full timeCompany ProfileCyan Partners is a forward-thinking firm dedicated to providing expert advice to high net worth individuals and families. Our team of experienced professionals works collaboratively to deliver tailored solutions that meet the unique needs of each client.Estimated Salary RangeThe estimated annual salary for this role is £120,000 - £200,000,...
-
High Net Worth Personal Tax Advisor
4 weeks ago
London, Greater London, United Kingdom Warner Scott Recruitment Full timeAn exciting opportunity has arisen for a High Net Worth Personal Tax Advisor to join our client's thriving taxation team in North London.You will be responsible for managing a portfolio of high net worth individuals, including those domiciled and non-UK resident clients, as well as sole traders, partnerships, and directors.To succeed in this role, you will...
-
High Net Worth Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Schroders Full timeJob DescriptionThis High Net Worth Financial Advisor role involves providing financial advice to new and existing clients, covering all aspects of their lives. You will be responsible for identifying profitable opportunities and developing strategies to meet their goals and objectives.You will need to possess excellent knowledge of wealth planning...
-
High Net Worth Tax Expert
3 days ago
London, Greater London, United Kingdom Pro-Tax Full timeJob Title: High Net Worth Tax ExpertPro-Tax is seeking an experienced tax professional to join our team as a High Net Worth Tax Expert. As a key member of our Private Client Tax department, you will be responsible for providing expert advice on complex tax matters to high-net-worth individuals and non-domiciled clients.Key Responsibilities:Provide strategic...