Senior Wealth Management Professional

Wealth Management Career OpportunityA well-established Wealth Management Company is seeking a motivated and enthusiastic Junior Financial Adviser to join their team in the UK.This role offers an excellent chance to develop your skills and knowledge in wealth management, work with a full client bank, and progress your career in the industry.Key...

About Kingswood GroupWe are a forward-thinking organisation committed to becoming a top global provider of trusted wealth planning and investment management solutions. Our vision is supported by investments in people and innovation in technology to empower our advisers and clients.Key Statistics:$0 - $60,000 per year (dependent on experience)Job Title:...

About Our Client">We are partnering with a reputable wealth management practice in the Sheffield area, renowned for its commitment to delivering high-quality financial solutions to discerning clients.">Job Benefits">The successful candidate can expect a rewarding package that includes a basic salary of approximately £60,000 per annum, complemented by a...

Key ResponsibilitiesLead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.Oversee and drive the growth of client portfolios by implementing effective advisory strategies.Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and...

About UsClients rely on us for trusted financial guidance. We're a dynamic wealth management firm that values professionalism and integrity.Job OpportunityWe seek an experienced Wealth Management Consultant to provide expert financial advice to clients nationwide. This challenging yet rewarding role offers opportunities for growth and professional...

Prominent experience in Private Wealth ManagementIn-depth knowledge of estate planning, trusts, and elderly client servicesProven track record in preparing estate and trust accountsThis coveted position offers a comprehensive caseload of existing files, encompassing Wills, Lasting Powers of Attorney, wealth protection strategies, probate, interstate...

We are recruiting for a highly skilled Private Client Partner to join our team at G2 Legal Limited in Sheffield. This is an excellent opportunity to develop your career in private wealth management and make a significant contribution to the success of our department.Location: Sheffield Position: Partner Department: Private ClientJob Description:Develop and...

NJR Recruitment Careers is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield. The firm requires an experienced Financial Planning Administrator to join their team, providing administrative support to a team of wealth managers.This role involves conducting product research, writing suitability reports,...

Job DescriptionWe are delighted to be supporting a Top 40 firm of Chartered Accountants in their search for a dynamic and experienced Senior Tax Professional. This is a fantastic opportunity for an ambitious tax professional to play a pivotal role in managing a portfolio of high-net-worth private clients and driving the success of the firm's tax...

Job SummaryIPSGroup seeks a seasoned Personal Wealth Expert to oversee a portfolio of high-net-worth individuals, business owners, and entrepreneurs. As a key member of our tax department, you will deliver high-quality tax advice and compliance services, ensuring each client's tax affairs are managed efficiently and in compliance with UK tax...

We are excited to represent an expanding Independent Wealth Management Advisory firm in Sheffield, UK. This is an excellent opportunity for a long-term career in Financial Services through paraplanning and beyond.About the RoleThis experienced Financial Planning Administrator position has become available due to growth. The successful candidate will be...

NJR Recruitment is delighted to present a unique opportunity for an experienced IFA Administrator to join a highly regarded Independent Wealth Management organisation in the Sheffield area.The organisation provides a holistic approach to Whole of Market advice, catering to their well-established Client Bank. As a result of expansion, they are seeking a...

Delighted to present a unique opportunity with a highly regarded national Independent Wealth Management organisation, based in the Sheffield area, seeking an experienced Administrator to join their client services team. With a strong focus on delivering exceptional service and support, this role is ideal for a skilled professional looking to make a...

Are you a motivated and experienced Senior Tax Professional looking for a new challenge? We are seeking a highly skilled individual to manage a portfolio of high-net-worth private clients and drive business growth for IPS Group.About the OpportunityThis is a unique opportunity to work with a top 40 firm of Chartered Accountants and contribute to the success...

Job Summary:We are seeking a highly skilled Private Client Solicitor to join our award-winning team in Sheffield. This is an excellent opportunity for an experienced professional to take their career to the next level and make a real impact in our department.The successful candidate will manage a full caseload of existing files, build their own workload, and...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

Senior Business Growth ManagerWe have a fantastic opportunity for an experienced Senior Business Growth Manager to join our team at Aviva, a leading insurance, retirement and wealth business. This role plays a key part in driving business growth and expansion in the UK's leading Insurance, Retirement and Wealth markets.About the Role:This is a senior...

Join Sue Ross Recruitment Ltd as a Wealth Planning and Trust Specialist and enjoy a rewarding career in Private Client Law.In this challenging yet fulfilling role, you will work closely with the Head of Department to manage a full caseload of existing files and build your own workload. You will also be responsible for supervising some of the junior staff...

Job OverviewTurner & Townsend is a leading consultancy provider to the infrastructure sector, and we are seeking an experienced Senior Cost Management Professional to join our team. As an Associate Director level role, you will play a key lead role on one of our prestigious infrastructure-based projects.About the RoleWe are looking for a candidate with a...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private...