HNW Portfolio Specialist

Are you a seasoned HNW Business Owner Portfolio Manager looking for a new challenge? Howells Consulting Ltd is seeking an experienced professional to join their private client tax team.As a specialist in private client tax, you will advise UK and international HNWIs on all aspects of their income and capital taxation. You will also be responsible for...

Strategic Client Growth SpecialistWe are seeking an experienced Investment Director to join our team at BWD Search. This is a fantastic opportunity for a seasoned investment professional to work with a leading investment management firm in the UK.Client Relationship Management: The successful candidate will be responsible for strengthening long-term...

Howells Consulting Ltd is seeking a highly skilled Taxation Specialist to join their private client tax team. As a member of this team, you will be responsible for advising UK and international high net worth individuals (HNWIs) on all areas of their income and capital taxation.The ideal candidate will have extensive experience in private client tax and hold...

IDEX Consulting is proud to partner with a leading global insurance broker to appoint a Risk and Healthcare Adviser based anywhere in the UK. This is a fantastic opportunity for someone looking to grow their career in the benefits space.About the RoleYour primary focus will be to manage a portfolio of HNW clients, providing tailored solutions across the full...

HNW Investment SpecialistHanover is seeking an experienced HNW Investment Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Role Overview:The ideal candidate will have a proven track record of managing HNW client portfolios, strong client...

**HNW Investment Professional Wanted!**Hanover is currently seeking an experienced investment professional to join our team as an HNW Investment Professional. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Role Overview:**As an HNW Investment Professional, you will be...

About the RoleWe are seeking a highly skilled HNW Tax Planning Specialist to join our Private Client team at Howells Consulting Ltd. The role involves working closely with directors and partners to provide tax and trusts planning advice to high net worth individuals and their families. You will oversee a portfolio of offshore and onshore trusts, including...

About This OpportunityLawes Insurance Recruitment is seeking a skilled HNW & Commercial Account Specialist to drive business growth and expand our client base. As a key member of our team, you will design and implement insurance programmes that meet clients' needs and provide exceptional customer service.Key ResponsibilitiesSuccessfully convert new business...

Role OverviewWe are seeking a skilled HNW Insurance Account Handler to join our team at MW Appointments. As a key member of our HNW team, you will work with prospective and existing clients to place and service their insurance policies.Key Responsibilities:Recognise Insurance Needs and risk profile of clientsPrepare detailed broking presentations to meet...

Job Description:We are seeking an experienced HNW Insurance Account Handler to join our team in North London. In this role, you will be responsible for placing and servicing insurance policies for prospective and existing clients.About the Role:Recognise insurance needs and risk profilePrepare broking presentationsIdentify suitable insurers and...

Job Description:Deliver full-range financial planning advice to sophisticated HNW ClientsDevelop and grow the portfolio with internal introducersUtilise the wide-ranging Investment Management model to cater to diverse client needs

QED Legal invites applications from accomplished Private Client Lawyers/Partners to join our dynamic team. As a leading provider of Private Client services, we serve high net worth individuals from across the UK and offer a clear pathway to becoming a Director in the short term.The successful candidate will possess a strong track record in Private Client...

Chadwick Nott is looking for an experienced HNW Client Services Specialist to join their private client team. The ideal candidate will have a strong background in providing exceptional service to high-net-worth clients and possess excellent communication and client care skills.The role involves working with the private client team to advise on wills, trusts,...

At Cameron James, we are seeking a skilled Insurance Account Handler to join our Private Clients team, specializing in arranging insurances for HNW individuals and commercial clients across the UK and abroad.Key Responsibilities:Service our clients' existing portfolio of personal insurances for HNW individuals and private clients.Provide technical expertise...

We are seeking an experienced Financial Planner to join our team at Eden Resourcing. In this role, you will be responsible for managing and developing a portfolio of high net worth clients, providing them with bespoke wealth management services and ensuring their financial growth and security.The ideal candidate will have achieved Chartered Status and...

Job Summary: We are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and their communications.Key Responsibilities:Carrying out technical research in preparation for client meetings.Identifying suitable solutions to meet the needs of HNW clients.Drafting recommendation...

Our client, a leading recruitment agency, is seeking an experienced Account Handler to join their Private Clients team in London.The role involves managing a portfolio of High Net Worth (HNW) private clients, including Fine Art and contents risks. You will be responsible for broking new business and renewals to the market, obtaining the best terms, and...

Our client, a leading private bank in the HNW wealth management space, is seeking an experienced wealth manager to join their East Anglia team.This is an opportunity to work with a well-established firm offering complex investment solutions to clients with between £1M-20M of investable assets.You'll ideally have experience operating within the local network...

We are seeking an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns, and ongoing administration for our clients. The role requires excellent communication and relationship management skills, as well as strong trusts technical knowledge and experience of completing/reviewing trust accounts and returns. Key...

We are seeking an experienced HNW private client law specialist to join our team in East Moseley. As a leading law firm in Surrey, we pride ourselves on delivering exceptional services to our clients.The ideal candidate will have extensive knowledge of the law and be able to apply it effectively in complex cases. They will also possess excellent...