Wealth Management Professional

We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...

Wealth Management Career OpportunityA well-established Wealth Management Company is seeking a motivated and enthusiastic Junior Financial Adviser to join their team in the UK.This role offers an excellent chance to develop your skills and knowledge in wealth management, work with a full client bank, and progress your career in the industry.Key...

At AFH Wealth Management, we are seeking a skilled Senior Financial Consultant to join our team in Sheffield and surrounding areas. This role offers an excellent opportunity to work as a self-employed or employed adviser.In this position, you will have the responsibility of understanding your clients' current and future financial goals and providing expert...

Thriving Wealth Management PracticeOur Client is a reputable and independent wealth management practice based in the Sheffield area. With a strong reputation for providing trusted financial solutions to High Net Worth individuals and businesses, we are now looking to recruit an experienced Financial Adviser to join their team.Job DescriptionThis is an...

Job SummaryChurchill Executive seeks a Wealth Advisory Professional to lead our financial advisory services and provide expert guidance on wealth management solutions.About the JobManage a portfolio of clients and deliver tailored financial planning and investment management advice.Maintain accurate records and ensure compliance with regulatory...

NJR Recruitment presents an exciting opportunity for a talented Financial Adviser to join a thriving wealth management practice in Sheffield.This dynamic role requires a highly motivated individual with exceptional communication and interpersonal skills to deliver tailored financial solutions to high net worth clients.The ideal candidate will have a proven...

About Our Client">We are partnering with a reputable wealth management practice in the Sheffield area, renowned for its commitment to delivering high-quality financial solutions to discerning clients.">Job Benefits">The successful candidate can expect a rewarding package that includes a basic salary of approximately £60,000 per annum, complemented by a...

Key ResponsibilitiesLead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.Oversee and drive the growth of client portfolios by implementing effective advisory strategies.Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and...

About UsClients rely on us for trusted financial guidance. We're a dynamic wealth management firm that values professionalism and integrity.Job OpportunityWe seek an experienced Wealth Management Consultant to provide expert financial advice to clients nationwide. This challenging yet rewarding role offers opportunities for growth and professional...

NJR Recruitment Careers is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield. The firm requires an experienced Financial Planning Administrator to join their team, providing administrative support to a team of wealth managers.This role involves conducting product research, writing suitability reports,...

About Kingswood GroupWe are a forward-thinking organisation committed to becoming a top global provider of trusted wealth planning and investment management solutions. Our vision is supported by investments in people and innovation in technology to empower our advisers and clients.Key Statistics:$0 - $60,000 per year (dependent on experience)Job Title:...

NJR Recruitment is delighted to present a unique opportunity for an experienced IFA Administrator to join a highly regarded Independent Wealth Management organisation in the Sheffield area.The organisation provides a holistic approach to Whole of Market advice, catering to their well-established Client Bank. As a result of expansion, they are seeking a...

Prominent experience in Private Wealth ManagementIn-depth knowledge of estate planning, trusts, and elderly client servicesProven track record in preparing estate and trust accountsThis coveted position offers a comprehensive caseload of existing files, encompassing Wills, Lasting Powers of Attorney, wealth protection strategies, probate, interstate...

We are recruiting for a highly skilled Private Client Partner to join our team at G2 Legal Limited in Sheffield. This is an excellent opportunity to develop your career in private wealth management and make a significant contribution to the success of our department.Location: Sheffield Position: Partner Department: Private ClientJob Description:Develop and...

A Career Opportunity at Clayton DaviesWe are seeking an experienced Paraplanner to join our team in Yorkhire-based office.Salary: £45,000 per annum + BenefitsAbout the Role:Assist Financial Advisers in providing bespoke financial planning services to clients.Develop and maintain knowledge of financial products and services to inform...

Delighted to present a unique opportunity with a highly regarded national Independent Wealth Management organisation, based in the Sheffield area, seeking an experienced Administrator to join their client services team. With a strong focus on delivering exceptional service and support, this role is ideal for a skilled professional looking to make a...

We are recruiting for an Experienced Independent Financial Adviser to work with our client, a reputable wealth management practice based in Sheffield.The ideal candidate will have experience in providing financial solutions to High Net Worth individuals and businesses, with a strong focus on building trust and delivering results.Attractive annual salary:...

Job Summary:We are seeking a highly skilled Private Client Solicitor to join our award-winning team in Sheffield. This is an excellent opportunity for an experienced professional to take their career to the next level and make a real impact in our department.The successful candidate will manage a full caseload of existing files, build their own workload, and...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

Job SummaryIPSGroup seeks a seasoned Personal Wealth Expert to oversee a portfolio of high-net-worth individuals, business owners, and entrepreneurs. As a key member of our tax department, you will deliver high-quality tax advice and compliance services, ensuring each client's tax affairs are managed efficiently and in compliance with UK tax...