Private Client Advisor
6 hours ago
We are excited to offer an opportunity for an experienced HNW Financial Planner to join our team at The Progeny Group as a Senior Wealth Manager.
In this role, you will be responsible for providing expert financial advice to our high net worth clients, managing their portfolios effectively and ensuring their financial goals are met.
The successful candidate will have a proven track record of delivering exceptional results in a client-facing advisory role, with a strong understanding of investment planning, pre/at retirement planning, personal and business protection, and estate planning.
We offer a competitive salary of £70,000 - £90,000 per annum, depending on experience, plus a range of benefits including private medical insurance, 24/7 digital GP and health advice, employee assistance programme, group pension scheme, life assurance scheme, eyecare vouchers, family leave, and referral scheme.
Duties and Expectations- Develop and implement tailored financial plans that meet the unique needs of high net worth clients.
- Conduct thorough risk assessments to identify potential risks and opportunities.
- Communicate financial plans and advice clearly and concisely, ensuring client understanding and engagement.
- Collaborate with other team members to deliver exceptional client service and drive business growth.
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Private Client Specialist
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Oculus Legal Group Full timeRole Overview:Oculus Legal Group is seeking an experienced Private Client lawyer to join our multi-office team in Cambridge. As a High Value Will and Estate lawyer, you will work on a diverse caseload of complex private client matters.This includes managing a broad range of high-value Private Client work such as preparing wills, wealth protection, and...
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Private Client Specialist
1 month ago
Cambridge, Cambridgeshire, United Kingdom Origin Legal Full timeAbout Origin LegalOrigin Legal is a prestigious Legal 500 rated law firm in Cambridge.We offer top-quality work, flexible working, and work-life balance.We are seeking a newly or recently qualified Lawyer for a Private Client role.The successful candidate will have a strong academic background and a proven track record in broad-ranging Private Client work.We...
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Private Client Specialist
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Cambridge, Cambridgeshire, United Kingdom Silverstone Technology Cluster Limited Full timeThe Private Client team at Silverstone Technology Cluster Limited is looking for a Private Client Specialist to provide bespoke legal advice to clients in Cambridge. The successful candidate will have 8+ years PQE, experience preparing self-assessment tax returns, and SFE and/or STEP membership. They will also be responsible for advising on complex Will...
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Private Client Attorney
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Oculus Legal Group Full timeJob SummaryWe are seeking a highly skilled Senior Associate Solicitor to join our top-ranked Private Client practice in Cambridge.
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Private Client Solicitor Position
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Austen Lloyd Legal Recruitment Full timeAbout the Opportunity:As a Private Client Solicitor, you will be part of a thriving Legal 500 firm in Cambridgeshire, focusing on providing high-quality legal services to individual clients. This role offers the chance to work within a supportive team environment, handling a diverse range of private client matters.Key Responsibilities:Manage a caseload of...
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Senior Private Client Attorney
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Origin Legal Full timeOrigin Legal, a respected firm in Cambridge, is seeking an experienced lawyer to specialize in private client matters. With a strong academic background and at least 6 months of experience in private client work, the ideal candidate will have a solid foundation for success.The role requires managing an existing caseload and handling a broad range of private...
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Private Client Specialist Lawyer
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Cambridge, Cambridgeshire, United Kingdom Origin Legal Full timeIn this prestigious position with Origin Legal, you will have the opportunity to specialize in various aspects of private client law. As a qualified attorney, you will manage an existing caseload and provide expert guidance to clients. To succeed, you must possess excellent communication skills and be able to adapt to new challenges.The company's commitment...
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Private Client Solicitor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Austen Lloyd Legal Recruitment Full timePrivate Client Solicitor Job OpportunityWe are seeking a skilled Private Client Solicitor to join our team in Cambridgeshire.The ideal candidate will have 4+ years of PQE in private client law and excellent communication skills.Draft and review legal documents accurately and efficiently.Provide expert legal advice and assistance to individual clients.Manage...
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Senior Private Client Attorney
1 month ago
Cambridge, Cambridgeshire, United Kingdom James Ray Recruitment Full time**Private Client Solicitor Opportunity**We are seeking a dedicated Solicitor to join our Private Client team in Cambridge. As a member of our team, you will work closely with our experts to manage complex estate administration, whilst expanding your knowledge and skills in Private Client work.Key Responsibilities:Preparing Wills for mid to high net worth...
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Wealth Management Advisor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a talented Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work closely with Private Client Advisors to deliver financial planning solutions to clients.Salary: £65,000 - £85,000 per annum.You will be responsible for constructing and producing financial plans, communicating cashflow...
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Cambridge Private Client Solicitor
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Cambridge, Cambridgeshire, United Kingdom Oculus Legal Group Full timeJob Description:Oculus Legal Group is looking for a talented Private Client solicitor to join our Cambridge office. As a High Value Will and Estate lawyer, you will work on a diverse caseload of complex private client matters.This includes preparing wills, wealth protection, and inheritance tax planning, administering complex estates, inheritances, and trust...
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High-Profile Private Client Lawyer
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom JMC Legal Recruitment Full timePrivate Client Solicitor Opportunity in CambridgeThe firm is a well-established legal practice in the heart of Cambridge, renowned for its exceptional service delivery and rich heritage.About the RoleThis exciting opportunity has arisen for a Senior Associate/Partner to join their thriving Private Client department. The ideal candidate will be responsible...
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Cambridge Private Client Lead Solicitor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom JMC Legal Recruitment Full timeThriving Private Client Practice in CambridgeWe are seeking an ambitious and driven Private Client Solicitor at Senior Associate or Partner level to join our esteemed practice in Cambridge. As a leading firm in the region, we offer an exciting opportunity for career growth and progression.About the RoleThis role is ideal for a well-organised individual who...
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Pension and Investment Advisor
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Cambridge, Cambridgeshire, United Kingdom CV-Library Full timeYour Career Journey Starts HereAt Recruit Wealth Ltd, we're dedicated to helping talented professionals like you achieve their career goals. As a Pension and Investment Advisor, you'll embark on a rewarding journey, developing your skills and expertise while making a meaningful contribution to our client's success. The OpportunityJoin our dynamic team and...
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Senior Accountant
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom ProTalent Limited Full timeA Senior Accountant - Private Client Tax is required to work with a well-established and successful accountancy firm. The role involves providing expert tax advice to clients, managing a portfolio of clients and ensuring all tax returns are completed accurately and on time.The ideal candidate will have ATT or CTA qualified or studying qualifications and...
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Private Client Solicitor
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Austen Lloyd Legal Recruitment Full timePrivate Client Solicitor / Legal Executive OpportunityAre you a qualified Private Client Solicitor or Legal Executive looking to join a thriving legal 500 firm in Cambridgeshire?This exciting role offers the chance to work with a diverse range of private client matters, including wills, trusts, probate, and estate planning.Key Responsibilities:Manage a...
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Tax Professional for Private Client Tax Services
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom PEM Full timeAt PEM, we are seeking a highly detail-oriented Tax Assistant to join our compliance team. This role involves processing clients' tax return data accurately and efficiently.We work closely with senior managers and tax advisors to generate tax returns, gather client information, and assist in preparing client bills. The ideal candidate will have excellent...
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Cambridge, Cambridgeshire, United Kingdom Royal Bank of Canada Full timeWe are seeking a skilled Banking Advisor to join our team at Royal Bank of Canada. As a key member of our branch, you will be responsible for delivering exceptional client experiences and driving business growth through proactive engagement and personalized advice.Key Responsibilities:Proactively engage with clients in all areas of the branch and community,...
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Cambridge, Cambridgeshire, United Kingdom G2 Legal Limited Full timeG2 Legal Limited is keen to hire a highly skilled Private Client Solicitor into its esteemed department. The ideal candidate will be a seasoned lawyer with 3+ years of PQE, who has dealt with a broad range of work including probate, wills, LPAs, and estate planning.Key HighlightsHands on training and support from both the Head of Department and designated...
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Private Client Lawyer
1 month ago
Cambridge, Cambridgeshire, United Kingdom eNL Legal Recruitment Full timeAbout the Role:We are seeking an experienced Private Client Solicitor to join our highly rated team in Cambridge. As a Partner, you will be responsible for handling high-net-worth private client matters, including wills, trusts, probate, and tax planning.Requirements:To be successful in this role, you will have at least 7 years of experience dealing with...