Wealth Management Advisor

Job OverviewA highly motivated Business Development Manager is required to lead relationships and sales in the Leeds region for a wealth management firm with £6bn AUM, ambitious growth plans, and a unique collaborative culture focused on HNW clients.Key ResponsibilitiesBuild strong relationships with professionals, including Financial Advisors and Chartered...

Company OverviewWe are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This private equity backed business is expanding and acquiring further growth opportunities.About Our ClientOur client provides a holistic service across financial planning, wealth management, investment management and...

About the National Wealth FundThe National Wealth Fund is a leading institution in the UK, dedicated to investing profitably to reduce carbon emissions and drive local economic growth. Our portfolio management team plays a critical role in achieving this mission.

Company Overview:Recruit Wealth Ltd is delighted to be representing one of the fastest-growing, national financial planning businesses in the UK. This private equity-backed business is expanding and acquiring new opportunities.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional...

Job Description: Strategic Wealth ManagerWe are seeking a highly motivated and experienced Strategic Wealth Manager to join our team at Artemis Recruitment Consultants Ltd in Leeds.As a Strategic Wealth Manager, you will be responsible for managing a portfolio of clients and providing them with comprehensive financial guidance and advice. Your expertise will...

We are seeking a Wealth Management Support Specialist to join our growing team at IDEX Consulting. As a Wealth Management Support Specialist, you will provide critical support to our wealth management team, working closely with our experienced financial planners to deliver exceptional client outcomes.About the PositionTo work closely with the Financial...

NJR Recruitment are currently seeking a highly skilled Wealth Management Support Specialist to join a leading Independent Wealth Management Advisory Firm in Leeds.The successful candidate will have started the R0 qualifications and have a strong understanding of Investment and Pension products. They will be responsible for processing new business, liaising...

Unlock Your Potential as a Pension Wealth ManagerWe are seeking an experienced Investment Consultant to join our team at XPS Pensions Group. As a Pension Wealth Manager, you will be responsible for leading client relationships and providing expert advice to help them achieve their financial goals.About the RoleThis is an exciting opportunity to work with a...

Financial Adviser - Wealth Management SpecialistWe are seeking a highly skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser - Wealth Management Specialist, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...

Private Wealth Legal Director Job DescriptionWe are seeking a seasoned STEP qualified Legal Director to join our expanding Private Wealth team at Clarion Solicitors Limited.About the Role:This is an excellent opportunity for a highly experienced solicitor or legal executive with a minimum of 8 years' experience in private wealth law to take on a leadership...

About HSBC Global Services LimitedHSBC Global Services Limited is a leading provider of banking, investment, and wealth management solutions. We help high net worth clients and their families achieve their ambitions.Career OpportunityWe are currently seeking an Investment Counsellor to join our team in Leeds.Job DescriptionThis role is based in Leeds and...

Job DescriptionThis role involves providing administrative support to our wealth management team, ensuring the smooth operation of our office facilities, and delivering exceptional customer service to our clients and colleagues.Key ResponsibilitiesManage the internal facilities, including visitor management and equipment for the head office.Perform...

About the RoleIDEX Consulting is seeking a seasoned Business Development Manager to join their team in Leeds. This is a fantastic opportunity to work with a leading wealth management firm, driving growth and building strong relationships with HNW clients.Key DutiesDevelop and maintain relationships with Financial Advisors and other key stakeholders.Tap into...

Role Summary:We are seeking an experienced Senior Tax Advisor - Private Client to join our team in Leeds.About the Role:This is an excellent opportunity to work as a Tax Director - Private Wealth Management for a leading top 10 accountancy firm.Key Responsibilities:Form part of the key leadership team helping manage and effectively run the private client tax...

We are looking for a skilled UK Commercial Insurance Client Advisor to join our team at Stride Resource Management Ltd. As a key member of our commercial insurance division, you will be responsible for advising and guiding our clients through the complex world of commercial insurance, ensuring they receive the best possible service.About the RoleThis is an...

About the RoleWe have an exciting opportunity to join the Direct to Consumer Wealth Team as an Operations Manager. The successful candidate will lead and empower a customer-facing team responsible for Ready Made Products, including Ready Made Investments, Ready Made Pensions, and Whole of Market SIPP.About the TeamThe Direct to Consumer Wealth Team is...

Role Description: Risk Management AdvisorWe are looking for a highly skilled Risk Management Advisor to join our Claims team at Marsh Commercial. This role requires a minimum of three days' attendance in the office per week and is based in our Glasgow, Leeds, or Bristol offices.You will be responsible for managing and processing insurance claims efficiently,...

About UsAT Management is an established contact centre providing Customer Service solutions for major companies across the UK.We specialise in what we do and at the heart of our business are our people. We are an expanding business with strong development opportunities/career paths for individuals looking to join us.About the RoleWe are seeking a motivated...

AKA The Recruitment Specialists are excited to continue working with a fantastic dealership group to bring you this Service Advisor position. Working at their Leeds branch, although past automotive experience is advantageous, previous customer service advisors out of the trade will also be considered.Key Responsibilities:Dealing with customers both face to...

Job OverviewWe are AT Management, a leading customer service solutions provider for major UK companies. Our team is the backbone of our business.About UsWe are an expanding sales-focused company looking for a skilled Dutch-speaking Sales Advisor to join us in Leeds. The successful candidate will possess excellent communication skills and thrive in a...