Private Client Portfolio Advisor

Discretionary Investment ManagerWe are seeking a highly experienced Investment Manager to join our team in Manchester.The ideal candidate will have a strong background in managing private client portfolios, with a focus on delivering exceptional service and growing client relationships.Salary: £80,000 - £120,000 plus bonus and full package.About Our FirmA...

**Job Title:** Private Client Advisor**Location:** North West, Cheshire, Greater ManchesterWe are seeking a skilled Private Client Advisor to join our team. As a Private Client Advisor, you will be responsible for providing expert advice on wills, probate, and estate planning to clients.**Key Responsibilities:**Advising clients on wills, probate, and estate...

**Career Advancement Opportunities**The Portfolio Group is seeking an experienced HR Advisor to join their team. As a key member of the HR department, you will provide expert advice to clients on HR-related issues, including absence management, grievances, disciplinaries, etc.You will work closely with the clients to understand their needs and provide...

Job OverviewA Private Client Advisor position has become available at a reputable law firm in the North West. This role involves providing expert advice on estate and wealth protection measures, including Wills, tax liabilities, and Grant administration.The ideal candidate will have experience in private client services, specifically in advising on Wills,...

Role OverviewWe have an exciting opportunity for a highly skilled Wealth Management Specialist to join our team in Manchester. This is a senior role that requires a deep understanding of the investment industry and a proven track record of delivering exceptional results.The successful candidate will be responsible for managing and advising on both existing...

Company OverviewThe Portfolio Group is a leading provider of HR and Employment Law services, serving over 30,000 clients across various sectors. With a commitment to excellence, we have won awards as one of the 'Best Places to Work'.

Ferguson Dean, a leading regional financial planning practice, is seeking a Portfolio Manager - Private Clients to join their team in Manchester. This exciting opportunity offers the chance to work with a diverse portfolio of private clients, each with unique financial objectives and challenges.Your key responsibilities will include managing a portfolio of...

About the RoleHeat Recruitment is partnering with a well-established national Wealth Management firm to find an experienced Investment Manager to further develop their office in Manchester and the wider North West.You will be responsible for managing and advising on both existing and new client investment portfolios as a senior member of a high-end team. The...

Role OverviewWe are looking for a Paralegal Advisor to join our team at The Portfolio Group. As an experienced HR professional, you will provide expert guidance to clients on employment law and HR matters, utilizing your knowledge and expertise to deliver tailored solutions.Your primary responsibilities will include communicating with clients by telephone...

Portfolio Payroll is seeking a skilled Accounting and Payroll Advisor to join their team in Manchester.Role OverviewThis position requires a strong background in payroll and financial operations, with a focus on delivering high-quality services to clients.Main ResponsibilitiesDelivering detailed payroll advice and guidance.Handling cross-departmental queries...

About the JobWe are seeking an experienced Payroll Advisor to join our team at Portfolio Payroll in Manchester's central area.The successful candidate will have strong payroll knowledge and a background in providing comprehensive and detailed advice on payroll matters to clients.Main Responsibilities:Providing expert advice on payroll matters to...

Sellick Partnership is delighted to offer a challenging and rewarding opportunity for a Private Client Advisor to join their team. As a key member of the Estate Planning team, you will be responsible for providing high-quality advice and guidance to clients on Wills, Trusts, and LPAs.About the RoleManaging a caseload of complex Estate Planning casesEngaging...

About the Role">We are seeking an experienced Investment Portfolio Advisor to manage and advise on client investment portfolios in Manchester.This is an excellent opportunity to join a well-established national Wealth Management firm, recognized for delivering exceptional results in the private client sector.The successful candidate will be responsible for...

Job Description:Are you looking for a challenging and rewarding role as a Private Client Solicitor? We have an exciting opportunity for an experienced professional to join our growing commercial practice in Belfast.In this role, you will be responsible for estate planning, probate applications, and other tasks related to Private Client Law. You should have...

**Role Overview**We are seeking an experienced Senior Private Client Tax Advisor to join our team in Manchester. This role offers a competitive salary, opportunities for progression and professional development, and flexible working options.About the JobYou will act as a trusted Tax Adviser, managing your own portfolio of clients and working alongside...

Job SummaryWe are seeking a highly skilled Senior HR Advisor to join our team at The Portfolio Group. As an HR Advisor, you will provide expert guidance and support to clients across various sectors, ensuring they receive reliable and commercially focused HR and Employment Law advice.This is a fantastic opportunity for an ambitious HR professional to expand...

We are seeking a highly skilled Strategic Portfolio Manager to join our team in Manchester, UK.As a key member of our Asset Management team, you will be responsible for managing and advising on both existing and new client investment portfolios.This is an exciting opportunity to work with a well-established national Asset Management firm that has a strong...

Sellick Partnership is a dynamic and forward-thinking law firm seeking a Private Client Law Advisor to join our team. As a key member of our estate planning team, you will be responsible for advising clients on complex estate planning matters, including Wills, Trusts, and LPAs. Your primary focus will be on providing exceptional client service and ensuring...

Job Description">This role requires an experienced Private Client Tax Senior Manager or Tax Director to join our partner firm's private client tax advisory team. You will have the opportunity to work on a range of interesting and complex advisory matters, including IHT planning, non-domiciliaries, and trust advisory.">Key Skills and Qualifications">Strong...

The Portfolio Group is seeking a Risk and Compliance Advisor with expertise in Fire risk management to join its team, providing invaluable advice and support to clients across various industries.Responsibilities:As a Risk and Compliance Advisor, you will be responsible for advising clients on their Fire-related needs, including providing telephone and email...