Private Wealth Advisor
15 hours ago
We are working closely with a boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice to find a talented Private Wealth Advisor to join their Private Client team.
This part-time role is ideal for a near-Chartered, experienced Senior Paraplanner who wants to take their career to the next level. As a Private Wealth Advisor, you will directly support one Financial Adviser in assisting HNW clients with complex cases.
The successful candidate will have at least 5 years of relevant experience in a similar role and be near-Chartered via the CII. Your responsibilities will include:
- Directly supporting with high-net-worth clients on complex cases
- Preparing for and attending client meetings
- Gathering research and analysing information
- Product suitability letters and reports
- Conducting cash flow modelling
- Communicating with clients directly on complex queries
- Constructing financial plans with the Adviser
We offer a competitive salary of £55,000 - £65,000 FTE, which is based on the London market rate. This role is perfect for someone who wants to work in a dynamic environment where they can grow professionally and personally.
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Private Wealth Disputes Advisor
3 days ago
London, Greater London, United Kingdom IDEX Consulting Full timeJob DescriptionWe are seeking a highly experienced Private Wealth Disputes Advisor to join our team at IDEX Consulting. As a trusted advisor, you will provide expert guidance on complex private wealth disputes and work closely with the non-contentious Private Wealth team.Your Key ResponsibilitiesProvide expert advice on complex private wealth disputes.Work...
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Wealth Management Professional
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...
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London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
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Holistic Wealth Manager Opportunity
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London, Greater London, United Kingdom Apollo Private Wealth Full timeWealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...
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Senior Private Wealth Advisor
4 weeks ago
London, Greater London, United Kingdom JK Legal Full timeJob Opportunity: Senior Private Wealth AdvisorWe are seeking an established private client partner to join our highly successful London law firm, JK Legal. With a leading reputation in media and entertainment work and a large number of high profile clients requiring private wealth advice.This is an opportunity for a seasoned professional to grow and develop...
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Private Client Advisor
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeDevelop Your Skills as a Wealth AdviserWe're looking for a talented and ambitious individual to join our team as a Wealth Adviser. With a minimum of 2 years' industry experience and a QCF Level 4 Diploma, you'll have a solid foundation in financial services and sales.As a member of our team, you'll enjoy a competitive salary of £40,000-£60,000, depending...
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Wealth Creation Advisor
1 day ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeKey ResponsibilitiesAn experienced Wealth Creation Advisor will be responsible for providing expert financial advice and planning, including investments, banking products, and credit, to our international clientele.Salary InformationThe estimated annual salary range for this role is $150,000 - $400,000+, commensurate with experience and assets under...
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Generalist Private Wealth Advisor
3 days ago
London, Greater London, United Kingdom Lipson Lloyd-Jones Full timeLipson Lloyd-Jones is seeking an experienced Generalist Private Wealth Advisor to join their team in Central London.About the Opportunity:This is an excellent chance for a solicitor with 2+ years of post-qualification experience to specialize in private client law and work with high net worth individuals.The ideal candidate will have a strong background in...
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Private Wealth Advisor
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you looking to kick-start your career in financial services? Do you have a passion for private wealth and investment management? We are seeking a highly motivated and talented individual to join our team as a financial planning specialist. This role will provide you with the perfect opportunity to develop your skills and knowledge while working closely...
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Senior Private Client Advisor
3 days ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeWe are recruiting for a highly skilled Senior Private Client Advisor to join our dynamic Private Client team at Sellick Partnership Limited - Private Practice. As a trusted advisor, you will provide expert guidance and support to high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.Key responsibilities...
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Senior Wealth Advisor
6 days ago
London, Greater London, United Kingdom Howard Kennedy LLP Full timeUnlock Your Potential as a Senior Wealth AdvisorWe are seeking an exceptional Senior Wealth Advisor to join our highly regarded Wealth and Succession team at Howard Kennedy LLP. As a key member of our Private Client department, you will play a vital role in helping High Net Worth/Ultra High Net Worth individuals, their families, and advisors with their tax...
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Private Wealth Strategist
1 day ago
London, Greater London, United Kingdom cer Financial Ltd Full timePrivate Wealth StrategistWe are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.As a Private Wealth Strategist, you will be responsible for developing sales leads from...
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Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeUnlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...
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Senior Tax Advisor
3 weeks ago
London, Greater London, United Kingdom Chadwick Nott Full timeCompany OverviewChadwick Nott is a reputable firm known for its dynamic private client team in London, working with highly successful entrepreneurs and managing their wealth.About the RoleWe are seeking an experienced tax advisor to join our growing team, focusing on private wealth management. This is a fantastic opportunity for a tax professional looking to...
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High Net Worth Private Wealth Advisor
15 hours ago
London, Greater London, United Kingdom Cyan Partners Full timeCompany ProfileCyan Partners is a forward-thinking firm dedicated to providing expert advice to high net worth individuals and families. Our team of experienced professionals works collaboratively to deliver tailored solutions that meet the unique needs of each client.Estimated Salary RangeThe estimated annual salary for this role is £120,000 - £200,000,...
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Private Wealth Conflict Manager
3 days ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the RoleThis is an exciting opportunity to join our growing Private Wealth Disputes team as a trusted advisor to ultra-high net worth individuals. You will be responsible for handling complex private wealth disputes, working closely with the non-contentious Private Wealth team, and maintaining a deep understanding of international law and...
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Private Wealth Management Executive
6 days ago
London, Greater London, United Kingdom NCAA (National Collegiate Athletic Association) Full timeAs a Credit Risk Specialist at Goldman Sachs, you will play a critical role in supporting the growth of our Private Wealth Management business in EMEA. You will be responsible for underwriting our Structured Notes issuer platform and developing a deep understanding of our current and prospective Structured Note issuers and associated credit risks.You will...
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Ambitious Financial Advisor Wanted
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeRole OverviewApollo Private Wealth is seeking a highly skilled and experienced financial professional to join our team. As a leading wealth management firm, we offer a unique opportunity for individuals to excel in their careers and build long-term relationships with high net worth clients.The ideal candidate will possess excellent communication skills, have...
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Wealth Management Trainee
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London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
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Wealth Management Advisor
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London, Greater London, United Kingdom Evelyn Partners Full timeEvelyn Partners, a leading integrated wealth management and professional services group, is seeking a talented Wealth Management Advisor. With a strong track record of growth and innovation, we're committed to providing award-winning service to our clients.The successful candidate will be responsible for delivering financial planning and wealth management...