HNW Client Manager
1 week ago
In order to achieve their aims and continue their development, our client is looking for accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support. As a Senior Finance Professional at Eden Resourcing, you will be responsible for managing and developing your portfolio of HNW clients, providing holistic wealth management services and developing solutions to ensure financial growth and security.
We are seeking a skilled and experienced Financial Planner who has a proven track record in building and developing a portfolio of HNW clients. The ideal candidate will have achieved Chartered Status and demonstrate broad technical knowledge and understanding of industry developments.
The salary for this position is estimated to be in the range of £70,000 - £90,000 per annum, depending on experience. We offer a wide-ranging technical, administrative, and development support to help you succeed in your role.
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HNW Client Account Manager
3 weeks ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeWe are seeking a seasoned HNW Client Account Manager to join our team at Howells Consulting Ltd. As a HNW Client Account Manager, you will be responsible for advising HNW clients on trust accounting, trust taxation, administration, and ad hoc planning issues.This is an exciting opportunity to develop your skills and knowledge in a dynamic and supportive...
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HNW Private Client Manager
2 weeks ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeWe are seeking a highly skilled HNW Private Client Manager to join our team in Winchester. As a key member of our Personal Tax team, you will be responsible for managing a dynamic portfolio of HNW private clients, providing expert advice on personal tax compliance and capital taxes planning.This is a challenging and rewarding role that requires strong...
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HNW Client Relationship Manager
2 weeks ago
London, Greater London, United Kingdom JK Legal Full timeAbout the Firm:JK Legal is a leading law firm in London, specializing in media and entertainment law. We are seeking a highly skilled HNW Client Relationship Manager to join our team and help us develop our private client practice.As a HNW Client Relationship Manager, you will play a key role in developing and maintaining strong relationships with our high...
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HNW Private Client Manager
3 weeks ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeThis is an exciting opportunity to work with a dynamic portfolio of HNW private clients, overseeing complex personal tax compliance matters and contributing to ad hoc capital taxes planning work.About the Role:Manage a diverse portfolio of HNW private clientsDevelop and maintain strong relationships with clientsOversee complex personal tax compliance...
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Taxation Specialist for HNW Clients
1 month ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeHowells Consulting Ltd is seeking a highly skilled Taxation Specialist to join their private client tax team. As a member of this team, you will be responsible for advising UK and international high net worth individuals (HNWIs) on all areas of their income and capital taxation.The ideal candidate will have extensive experience in private client tax and hold...
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HNW Private Client Specialist
1 week ago
London, Greater London, United Kingdom gmk Full timeWe are seeking a skilled HNW Private Client Specialist to join our progressive law firm in London. The ideal candidate will have strong experience in tax planning, trusts, and estate management.As a Senior Associate for High Net Worth Individuals, you will work closely with our impressive client base of HNW individuals and estates, handling a full range of...
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HNW Client Portfolio Manager
1 month ago
London, Greater London, United Kingdom IDEX Consulting Full timeIDEX Consulting is proud to partner with a leading global insurance broker to appoint a Risk and Healthcare Adviser based anywhere in the UK. This is a fantastic opportunity for someone looking to grow their career in the benefits space.About the RoleYour primary focus will be to manage a portfolio of HNW clients, providing tailored solutions across the full...
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HNW Client Portfolio Manager
4 days ago
London, Greater London, United Kingdom IDEX Consulting Full timeIDEX Consulting is seeking an Insurance Benefits Specialist to join our team as a Risk and Healthcare Consultant. As a key member of our team, you will be responsible for providing expert advice to HNW clients on insurance benefits and related matters.Your main responsibilities will include:Assessing client needs and providing tailored solutionsManaging...
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HNW Private Clients Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom John Williams Recruitment Full timeJob Title: HNW Private Clients Account HandlerCompany OverviewJohn Williams Recruitment is a leading recruitment agency, working closely with one of the UK's top independent brokers. This reputable company has a strong presence in London and provides exceptional service to their clients.Job DescriptionWe are seeking an experienced Account Handler to join our...
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Tax Professional for HNW Clients
3 weeks ago
London, Greater London, United Kingdom Rutherford Briant Full timeTax Professional sought by Rutherford Briant to work with HNW clients. The successful candidate will manage a portfolio of Private Client Tax clients, own budgeting and planning, provide technical guidance, and assist Partners with strategic planning.The requirements include a CTA qualification, strong knowledge of UK Personal taxes, experience working with...
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HNW Private Client Lawyer Opportunity
4 days ago
London, Greater London, United Kingdom Chadwick Nott Full timeChadwick Nott is seeking an experienced trust and estates solicitor to join their team. As a Private Client solicitor, you will provide high-quality legal services to HNW clients, specializing in tax planning, settlements, deeds of variation, wills, LPAs, administration of estates, trusts, and life planning.You will be responsible for:Managing complex tax...
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HNW Client Law Specialist
4 days ago
London, Greater London, United Kingdom Alford & Bishop Legal Recruitment Full timeAbout the RoleThis is an exciting opportunity for a seasoned Private Client Solicitor to join a well-established practice based in the Surrey Hills. The ideal candidate will have a commercial attitude, experience in generating further business through marketing, and a proven track record in providing exceptional customer service to HNW clients.
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HNW Private Client Specialist
2 weeks ago
London, Greater London, United Kingdom DMJ Recruitment Full timeAbout the RoleThis is an exciting opportunity for a skilled private client lawyer to join a well-established team at a leading law firm.The successful candidate will work closely with high net worth (HNW) individuals and families, preparing complex wills and creating trusts or corporate structures to maximize tax benefits.
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Senior Financial Planner
1 month ago
London, Greater London, United Kingdom Eden Resourcing Full timeJob Description:Deliver full-range financial planning advice to sophisticated HNW ClientsDevelop and grow the portfolio with internal introducersUtilise the wide-ranging Investment Management model to cater to diverse client needs
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HNW Business Owner Portfolio Manager
1 month ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeAre you a seasoned HNW Business Owner Portfolio Manager looking for a new challenge? Howells Consulting Ltd is seeking an experienced professional to join their private client tax team.As a specialist in private client tax, you will advise UK and international HNWIs on all aspects of their income and capital taxation. You will also be responsible for...
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HNW Client Relationship Manager
3 weeks ago
London, Greater London, United Kingdom Schroders Recruitment Full timeAbout Our BusinessCompany OverviewSchroders Recruitment is a global investment manager with a wealth management business that serves private individuals, families, and charities. We help our clients invest money to meet their goals, fulfill their ambitions, and prepare for the future.Job DescriptionThe HNW Client Relationship Manager will be responsible for...
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HNW Portfolio Manager
1 week ago
London, Greater London, United Kingdom Heat Recruitment Full timeAbout the JobWe are seeking a highly motivated HNW Portfolio Manager to join our team at Heat Recruitment. As a seasoned professional in private client discretionary investment management, you will be responsible for providing complex investment advice to high net worth individuals and families across the UK, Middle East, and the Americas.Your primary focus...
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HNW Trust Services Manager
2 weeks ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeHowells Consulting Ltd is recruiting a HNW Trust Services Manager to join its Private Client team. As a Trust Manager, you will be responsible for overseeing a portfolio of trusts, their accounts, tax returns, and ongoing administration for high net worth landed families and rural business owners.The ideal candidate will have a strong background in trusts...
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HNW Investment Professional
1 month ago
London, Greater London, United Kingdom Hanover Full time**HNW Investment Professional Wanted!**Hanover is currently seeking an experienced investment professional to join our team as an HNW Investment Professional. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Role Overview:**As an HNW Investment Professional, you will be...
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HNW Private Client Specialist
2 weeks ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeAn opportunity exists at Howells Consulting Ltd for an HNW Private Client Specialist to join our team of professionals providing bespoke advice to High-Net-Worth individuals and families.The successful candidate will take ownership of a portfolio of trusts, overseeing their accounts, tax returns, and ongoing administration. The role also involves...