Private Wealth Advisor
5 days ago
We are looking for a skilled Private Wealth Advisor to join our Private Client team at Howells Consulting Ltd. In this role, you will provide expert advice on inheritance tax, succession planning, and trust structures to high-net-worth (HNW) individuals and families.
Main Duties:- Design and implement estate planning strategies for multi-generational families, utilizing technical expertise and industry knowledge.
- Offer guidance and support to colleagues and clients on inheritance tax-related matters.
- Nurture long-term relationships with HNW clients, identifying new planning opportunities and building trust through exceptional service.
- Develop and maintain partnerships with third-party networks to expand the Private Client team's reach and influence.
This role offers a flexible working arrangement of 2-3 days per week in the West End. You will have the opportunity to contribute to the development of innovative solutions and best practices in private wealth management.
Salary DetailsThe estimated salary for this role is £85,000 - £105,000 per annum, dependent on experience and qualifications.
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Private Wealth Disputes Advisor
2 weeks 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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Private Wealth Advisor
1 week ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeWe 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,...
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Senior Private Wealth Advisor
1 month 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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Wealth Creation Advisor
2 weeks 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
2 weeks 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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Senior Private Client Advisor
2 weeks 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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Private Wealth Advisor
1 month 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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Private Wealth Advisor
1 week ago
London, Greater London, United Kingdom AP Executive Full timeA Swiss private bank offering private banking and asset management services globally is seeking a Private Wealth Advisor to drive forward the commercial success of the group in the UK. The bank boasts a range of unique products that make the client experience more streamlined and efficient.The successful candidate will have a hunter mindset for client...
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Senior Wealth Advisor
2 weeks 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
2 weeks 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
1 month 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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Global Private Wealth Manager
1 week ago
London, Greater London, United Kingdom NCAA (National Collegiate Athletic Association) Full timeAs a Senior Credit Specialist at Goldman Sachs, you will play a critical role in managing credit risk for our Structured Notes issuer platform. You will develop a robust governance framework around issuer credit exposure and collaborate with Private Wealth Advisors on credit product discussions.Responsibilities:Underwrite credit risk for Structured Notes...
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High Net Worth Private Wealth Advisor
1 week 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
2 weeks 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 Strategist
2 days ago
London, Greater London, United Kingdom Broadgate Full timeAre you a seasoned business development professional with an extensive network in the private wealth sector? This is a unique opportunity to join Broadgate, a leading provider of corporate, fiduciary, and fund administration services.The RoleAs Director of Client Acquisition, you will play a pivotal role in driving revenue growth and expanding our presence...
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Private Wealth Management Executive
2 weeks 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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Head of Private Wealth Management
6 days ago
London, Greater London, United Kingdom cer Financial Ltd Full timeWe are looking for an experienced professional to lead our Private Wealth Management team as Head of Wealth Management. The successful candidate will have a strong background in private banking and investment advisory services.Key ResponsibilitiesCollaborate with the Head of Private Banking to develop the team's business strategy.Achieve annual new business...
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Wealth Management Specialist
1 week ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeEnver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...
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Ambitious Financial Advisor Wanted
1 month 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
1 month ago
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...