Private Wealth Leader

Shepherd and Wedderburn LLP is seeking a highly motivated Private Wealth Administrator to join their Private Wealth and Tax team. This is an exciting opportunity for someone looking to develop their skills in administration and client service.About the Role:This role requires a highly organized individual who can provide administrative support to the team,...

This senior private wealth lawyer position with QED Legal presents an exceptional opportunity to join a leading law firm in Scotland and make a real impact on the lives of their clients.You will be handling a wide range of private client matters, from estate planning and trusts to executries and wealth management. Your expertise will be valued by clients who...

Senior Wealth Management LeaderWe are seeking a highly skilled Senior Wealth Management Leader to join our National Wealth Management Firm in Glasgow and Edinburgh.This key role involves leading a team of Paraplanners, delivering high-quality technical services and report writing to Advisers across multiple Practices.Main Responsibilities:Recruit, manage,...

An Executive Assistant is required to support the Private Wealth and Tax team at Shepherd and Wedderburn LLP. The successful candidate will be responsible for providing high-quality administrative support, maintaining accurate records, and processing payments on behalf of fee earners. They will also assist with compliance tasks, such as Anti-Money Laundering...

With at least 5 years of PQE and a strong background in private client work, this is an exceptional opportunity for a talented associate solicitor to join QED Legal's Glasgow team.Job OverviewThe ideal candidate will be responsible for handling the full spectrum of private client matters, including estate planning, trusts, executries, and wealth management....

Heat Recruitment is partnering with a leading Wealth Management firm to find an experienced Investment Director who can drive business growth in Central Scotland. As an Investment Director, you will play a critical role in developing and executing strategies to expand the firm's presence in the region.The ideal candidate will have extensive experience in...

About Our OpportunityJoin our Private Wealth and Tax team as an Administration Assistant and gain a valuable apprenticeship experience.Main ResponsibilitiesWork towards a Business Administration Diploma (SCQF 6).Develop knowledge of Microsoft packages (Word, Excel, and Outlook).Support the team with administrative tasks.Candidate ProfileAble to work...

Becoming a Wealth DirectorAre you a motivated and ambitious individual looking to develop your career in wealth management?We are seeking a qualified Wealth Director to join our team, with a strong background in providing private client investment advice.As part of our expanding national wealth management firm, you will have the opportunity to work with a...

Private Client Investment Advice">Heat Recruitment is seeking a highly skilled Financial Services Leader to join our team. As a seasoned professional, you will manage client relationships and provide expert investment advice.">You will work closely with existing and new clients to understand their financial goals and develop tailored investment...

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

Job DetailsWe are seeking a highly motivated and detail-oriented Wealth Management Operations Assistant to join our team at Evelyn Partners Fund Solutions Limited in Glasgow. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our wealth management activities.About the RoleThis is an exciting opportunity to...

We are seeking an experienced Wealth Management Executive to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.The successful candidate will be responsible for managing and growing relationships with existing and new...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

We are seeking a dedicated Private Client Solicitor to join our dynamic team at Venari Legal. This is an exciting opportunity to work on complex cases, manage high net-worth clients, and contribute to the firm's growth.The successful candidate will have experience in providing tax advice, wealth planning, and family succession services. They must be...

About the RoleWe are seeking an experienced Portfolio Specialist to join our team at Titan Wealth Holdings Limited. As a key member of our investment team, you will be responsible for managing clients' investments, providing investment advice, and ensuring that all transactions are conducted in accordance with our firm's Asset Allocation process and Outliers...

Somerset-based law firm Chadwick Nott has an exciting opportunity for a senior private wealth lawyer to join their team. As a key member of the team, you will be responsible for handling complex private client matters, including wills, LPAs, Court of Protection, trusts, and estate planning.The ideal candidate will have a proven track record in private client...

Job OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

We are looking for an experienced Wealth Management Lead to join our team at Heat Recruitment.Job Description:The successful candidate will have a strong background in discretionary Investment Management, with a focus on high net worth individuals and ultra-high net worth individuals.About the Role:The role involves leading a team to build and maintain...

We are seeking an experienced Investment Director to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.The successful candidate will be responsible for managing and growing relationships with existing and new clients,...

A highly regarded national Wealth Management firm is looking to expand its presence in Central Scotland by recruiting an additional Investment Manager.As a key member of our team, you will be responsible for producing quality Assets Under Management (AUM) and covering all aspects of your HNW client's investment needs.You will have considerable experience...