Wealth Management Support Specialist

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...

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...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private...

Join Sue Ross Recruitment Ltd as a Wealth Planning and Trust Specialist and enjoy a rewarding career in Private Client Law.In this challenging yet fulfilling role, you will work closely with the Head of Department to manage a full caseload of existing files and build your own workload. You will also be responsible for supervising some of the junior staff...

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...

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...

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...

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...

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...

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...

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...

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 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...

At Randstad Student Support, we are seeking an experienced and dedicated individual to fill the role of Learning Support Specialist. The successful candidate will be working with students who have specific learning difficulties (SpLDs) at Universities and/or Colleges in Sheffield.About the Role:We offer a competitive salary of £25,000 per annum for this...

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...

Succeeding in this role requires a unique blend of technical expertise and interpersonal skills. You will be responsible for providing administrative support to our Financial Planners, ensuring seamless delivery of client services.About the Role:This role involves managing policy provider relationships, maintaining accurate records, and contributing to the...

Job Title: Financial Planning SpecialistNJR Recruitment is a leading recruitment agency specializing in finance and accounting jobs. We are currently working with a reputable Wealth Management Company that provides financial advice to clients across the UK.The company has an excellent opportunity for a Junior Financial Adviser to join their team and service...

We are excited to represent an expanding Independent Wealth Management Advisory firm in Sheffield, UK. This is an excellent opportunity for a long-term career in Financial Services through paraplanning and beyond.About the RoleThis experienced Financial Planning Administrator position has become available due to growth. The successful candidate will be...

As a leading education recruitment agency, Hays Specialist Recruitment - Education is seeking an experienced and dedicated Primary School Learning Support Specialist to work with us in South Yorkshire.Salary Information:The successful candidate can expect a competitive daily rate of £60-£80 per day, reflecting the valuable skills and experience required...