High-Net-Worth Financial Services Specialist

**Job Description:**We are looking for an experienced High Net Worth Financial Planning Specialist to join our team.The successful candidate will have a proven track record of delivering high-quality financial advice to high-net-worth individuals and families.As a key member of our team, you will be responsible for creating customized financial plans that...

Cedar Recruitment is recruiting for a High Net Worth Tax Specialist to join their team in the UK. This role offers a challenging and rewarding opportunity for a motivated individual.The ideal candidate will have a solid understanding of UK tax laws and regulations, as well as experience in financial advisory services.Key Responsibilities:Provide expert tax...

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...

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...

About the RoleWe are seeking a High Net Worth Tax Specialist to join our Private Client Tax team at Cedar. In this role, you will provide expert guidance on income tax, capital gains, and inheritance tax issues, while developing and maintaining strong relationships with high-net-worth individuals and trusts.Key Responsibilities:Provide technical tax advice...

**About the Role:** High Net Worth Tax SpecialistWe are looking for a skilled High Net Worth Tax Specialist to join our team in Birmingham. The role involves providing tax advisory and compliance services to wealthy entrepreneurial private clients. Responsibilities include managing a portfolio of clients and supervising junior tax advisers.The ideal...

**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...

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...

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...

Quilter is a leading financial planning firm dedicated to providing expert, holistic financial advice. We are seeking a high-calibre, Senior Chartered Financial Adviser to join our team and contribute to our ongoing success.The role involves working closely with our clients, managing an existing client bank of high net worth individuals, and providing full...

Earn a competitive starting salary of £60,000+ per annum as a Junior Financial Adviser at Ellis James Partners in Central Birmingham. With a focus on professional growth and development, we offer a range of benefits to support your success.About the OpportunityAs a key member of our team, you will have access to a high-net-worth client base and receive...

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...

About the OpportunityWe are seeking a High Net Worth Tax Management Specialist to join our growing team at Cedar Recruitment.This role is ideal for someone with a proven track record in delivering technical tax advice on advisory projects and a commercial focus.Key Responsibilities:Build and maintain trusted relationships with high-net-worth individuals 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 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...

Key ResponsibilitiesThe successful candidate will provide legal advice and representation in both private and public family law matters, handling complex cases involving high-net-worth individuals and matters with an international element.They will engage in mediation and other alternative dispute resolution methods where appropriate, drafting legal...

Tax Expert OpportunityWe are offering an exciting opportunity for a High Net Worth Tax Expert to join our Private Client Services team, specializing in estate returns and tax compliance. As a key member of the team, you will be responsible for dealing with complex tax cases, including residence and domicile issues, and estate returns.The ideal candidate will...

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 Overview: We are seeking a highly experienced Senior Tax Advisor to join our team at ENGINEERINGUK. As a Senior Tax Advisor, you will be responsible for providing expert tax advice to high net worth individuals, conducting complex tax cases, and advising on CGT and income tax. You will deal with estate tax returns and HMRC disclosures, preparing and...

Wealth Management OpportunityThis is an exceptional chance for a skilled Financial Advisor to join a rapidly expanding wealth management business. The company is committed to delivering exceptional customer service and building long-term relationships with its clients. As a Financial Advisor, you will play a key role in achieving this goal by providing...