High Net Worth Adviser

Senior Financial Advisor RoleBirmingham, UK (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsThis is a senior role for an experienced Financial Adviser who can take on a portfolio of over one hundred clients and drive growth through organic expansion and strategic partnerships.The successful...

We are looking for a High Net Worth Tax Professional to join our team at Cedar. This exciting opportunity involves collaborating with senior management and mentoring junior team members. You will have excellent communication and relationship-building skills, with the ability to work with high-net-worth individuals and trusts.The successful candidate will...

High Net Worth Tax Professional PositionWe are seeking an accomplished High Net Worth Tax Professional to join our team at Hays Taxation. This role offers a unique opportunity to work with high net worth individuals, company directors, sole-traders, and partnerships, providing expert tax advice and guidance.Your key responsibilities will include:Advising on...

Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. We are committed to helping businesses thrive by combining our traditional values with innovative approaches.Role OverviewWe are seeking a seasoned tax consultant partner to spearhead our Private Client Tax service...

Cedar is seeking a seasoned Private Client Tax Manager to drive business growth in this pivotal role. With a focus on delivering technical tax advice, you will build and maintain trusted relationships with high-net-worth individuals and trusts.Key responsibilities include providing expert guidance on income tax, capital gains, and inheritance tax issues....

**Join Our Team as a High Net Worth Sales Associate:**Fine & Country is a leading premium estate agency with over 225 locations in the UK and over 350 across the world. Our Head office is on Park Lane, Mayfair, London, and we specialize in selling properties in the upper quartile (from £500,000 to £5 million+).As a High Net Worth Sales Associate, you will...

At CV-Library, we are seeking a skilled Financial Planning Specialist to join our growing wealth management team. This role offers an exciting opportunity for a seasoned financial professional to take on a portfolio of high-net-worth clients and provide tailored financial advice to help them achieve their goals.The ideal candidate will have extensive...

Join Our Team:We are seeking a highly motivated and experienced professional to fill the role of High Net Worth Client Advisor. In this position, you will be responsible for providing expert advice to high net worth clients and building strong relationships with them.About the Role:This is an exciting opportunity to join a leading financial services firm and...

Tax Specialist for High-Net-Worth IndividualsWe are seeking a seasoned tax professional to lead our team in managing complex tax matters for high-net-worth individuals and trusts. This role requires technical expertise, commercial acumen, and strong leadership skills to deliver exceptional results.Job Summary:Manage relationships with trusted clients and...

Job TitleFerguson Dean is seeking a highly skilled and experienced Chartered Financial Planning professional to manage a portfolio of high net worth and ultra-high net worth clients. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build strong relationships with clients and...

**Job Title:** High-Net-Worth Financial Planning Expert**Location:** Flexible working arrangements available**Salary:** Competitive package plus company benefits**About our client:**A well-established and respected financial planning firm is seeking an experienced Senior Paraplanner to lead the work of the Technical team. With a strong focus on delivering...

Job DescriptionBrown & Brown Europe is seeking a highly skilled High Net Worth Insurance Specialist to join our team in the UK.The ideal candidate will have a strong understanding of the insurance markets, products, wordings, and options, as well as experience in handling quotation enquiries, renewals, and midterm adjustments for HNW insurance...

We are looking for a talented Tax Manager to lead our Private Client Tax team. As a seasoned professional, you will be responsible for providing technical tax advice and building strong relationships with clients.About the Role:Deliver high-quality tax advice to high-net-worth individuals and trustsCollaborate with senior management to develop and implement...

Join Our Team as a Senior Family LawyerThis prestigious law firm is seeking an experienced Senior Family Lawyer to join their dynamic and supportive team. With a strong focus on excellence, innovation, and client care, they pride themselves on delivering bespoke solutions to high-net-worth and complex cases.Prestigious Opportunities: Work alongside highly...

**Job Summary**We are seeking an Insurance Broker - High Net Worth Individuals to join our team at Brown & Brown Europe. As a key member of our professional and welcoming team, you will be responsible for providing specialist expertise in various sectors and delivering unbiased and informed choices to Private Clients.The ideal candidate will have a strong...

About the JobWe are looking for a skilled Private Client Tax Manager to join our team at Cooper Parry. As a key member of our advisory team, you will be responsible for delivering high-quality technical advice on advisory projects, while also focusing on business development and providing guidance to junior colleagues.The ideal candidate will have a proven...

About the RoleWe are seeking a seasoned Senior Tax Advisor to join our team at Cedar Recruitment. This is an excellent opportunity for someone with expertise in providing technical tax advice on advisory projects, commercial acumen, and leadership skills.Key ResponsibilitiesDevelop and maintain trusted relationships with high-net-worth individuals and...

We are seeking a talented individual to fill a Junior Financial Adviser position in Central Birmingham. The successful candidate will earn a salary of £60,000+ (with yearly pay reviews and discretionary bonuses), along with a range of benefits.The role involves providing expert financial planning advice to high-net-worth clients, with opportunities to build...

Role DetailsAs a Junior Financial Adviser at Ellis James Partners, you will have the opportunity to work with high-net-worth clients, build your client base through proactive engagement and networking, and benefit from ongoing support and training to help you progress in your career.You will be part of a supportive and collaborative office environment, with...

About the RoleWe are seeking a highly skilled Private Client Solicitor with at least 3+ PQE to play an instrumental role within our team, supervising junior associates while managing complex, high-net-worth client work.The successful candidate will be technically proficient in private client work including tax, trusts, and succession planning, and will have...