HNW and UHNW Wealth Advisor

2 weeks ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time
Financial Planning Expert Wanted

Nigel James Associates Ltd is recruiting a seasoned Financial Services Lead Professional to join their client's financial planning team. As a lead professional, you will be responsible for developing and maintaining strong relationships with HNW and UHNW clients, providing them with expert financial planning advice.

Estimated Salary: £90,000 - £130,000 per annum

Key Accountabilities
  • Deliver high-quality financial planning services to clients.
  • Grow your client base through referrals and business development.
Qualifications and Skills
  • Relevant qualifications, such as Level 4 or close to Chartered and/or Certified Financial Planner.
  • Proven track record of providing complex financial advice.
Company Culture

Our client promotes a culture that values collaboration, innovation, and individual contributions. They offer flexible working arrangements, opportunities for growth, and recognition of outstanding performance.



  • London, Greater London, United Kingdom JK Legal Full time

    About Us:JK Legal is a leading full-service law firm with a long-standing reputation for excellence. Our wealth management practice is highly regarded for its expertise and dedication to delivering exceptional results for our clients.Our Client:The company we represent is a leading provider of wealth management services to HNW and UHNW individuals and...


  • London, Greater London, United Kingdom DMJ Legal Full time

    About DMJ Legal">We are a highly reputable city firm with a broad client base that includes entrepreneurs, business owners, property investors, and entertainers.Our private client team specialises in estate and succession planning, inheritance tax and capital gains tax planning, asset protection, and wealth structuring for UK HNW and UHNW individuals and...


  • London, Greater London, United Kingdom JK Legal Full time

    JK Legal is seeking a highly skilled HNN Wealth Management Expert to join their team. The ideal candidate will have experience in wealth management, with a strong focus on agriculture and rural property.The role will involve working with HNW & UHNW individuals and privately owned businesses, as well as handling renewable energy work and agricultural...


  • London, Greater London, United Kingdom McKinlay Law Full time

    Overview:Mckinlay Law is looking for a skilled HNW/UHNW Probate Specialist to join their team. The ideal candidate will have experience in private banking, wealth management, or law firms dealing with private client work.Key Responsibilities:Administering estates, preparing IHT returns, and settling income tax liabilities.Liaising with financial...


  • London, Greater London, United Kingdom Undisclosed Full time

    We are seeking a highly skilled Wealth Management Advisor to join our team at an undisclosed firm based in London. This exciting opportunity is ideal for a seasoned professional with extensive experience delivering financial advice to ultra-high-net-worth clients.The successful candidate will have a proven track record of building and maintaining strong...


  • London, Greater London, United Kingdom eFinancialCareers Full time

    This high-growth financial services firm has disrupted the Private Wealth Asset management space by harnessing technology and data in innovative ways. The company's entrepreneurial spirit has led to a significant expansion of their client base, and they are now seeking an experienced advisor to join their team.The ideal candidate will be a well-rounded...


  • London, Greater London, United Kingdom Hanover Full time

    Wealth Management OpportunityHanover is currently seeking an experienced Investment Manager to join its team. As a key member of the investment team, you will be responsible for managing HNW and UHNW client relationships and developing investment strategies tailored to their individual needs.Responsibilities will include:Managing and deepening relationships...


  • London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job Description:This is an exciting opportunity to take your Private Client career to the next level with a respected London firm. As a Tax Senior Manager, you will be responsible for providing high-quality tax advice to HNW and UHNW clients, managing a team of personal tax specialists, and assisting partners with networking and business development...

  • HNW Wealth Manager

    2 weeks ago


    London, Greater London, United Kingdom Fladgate LLP Full time

    We are seeking a highly skilled Private Client Associate to join our market leading department providing expert tax and estate planning advice to private clients.The successful candidate will work closely with our entrepreneurial client base, dealing with high-quality work for UHNW/HNW individuals, families, and business owners.Provide innovative tax and...


  • London, Greater London, United Kingdom Nigel James Associates Ltd Full time

    As a Senior Wealth Management Consultant, you will play a key role in securing a senior level appointment into the financial planning team of a leading wealth management company. You will be responsible for providing full holistic financial planning advice to HNW and UHNW clients, utilising your technical expertise to grow your client book through business...


  • London, Greater London, United Kingdom Tate Full time

    £45k-£50k salary offered for the role of HNNI and UHNW Solutions Expert at Tate, requiring a skilled professional to create and maintain effective relationships with internal and external stakeholders.The ideal candidate will have a strong understanding of wealth planning, financial planning, and complex investments, as well as practical experience in...


  • London, Greater London, United Kingdom JK Legal Full time

    Are you a skilled and ambitious lawyer looking for a new challenge? Do you have a passion for agriculture and rural property? We are seeking an experienced Agriculture & Rural Property Partner to join our team at JK Legal, a leading wealth management practice.About the Job:This is an exciting opportunity to work with a highly regarded network of HNW & UHNW...


  • London, Greater London, United Kingdom Chadwick Nott Full time

    About the RoleThis is a fantastic opportunity for someone who likes a diverse caseload and giving a bespoke personal service. As a mid-level private client solicitor, you will be joining a dynamic team that works with HNW and UHNW clients. The successful candidate will have a good understanding of estate planning, tax planning, and other relevant areas of...


  • London, Greater London, United Kingdom JK Legal Full time

    We are recruiting for a senior wealth management lawyer to join our private client team at JK Legal. Our client is a leading full service law firm with an extensive network of HNW & UHNW individuals and privately and publicly owned businesses.The successful candidate will have experience in advising clients on complex trust and estate planning matters,...


  • London, Greater London, United Kingdom DMJ Recruitment Full time

    Key ResponsibilitiesAs a private client solicitor, you will be responsible for acting on behalf of HNW and UHNW clients in various matters related to estate and succession planning, including:Estate and succession planningInheritance tax planningCapital gains tax planningAsset protectionWealth structuringThe ideal candidate will have strong communication...


  • London, Greater London, United Kingdom JK Legal Full time

    JK Legal is a highly regarded full service law firm with an extensive network of HNW & UHNW individuals and privately owned businesses.Their wealth management practice is UK leading and they are seeking to further develop it with the introduction of a private client partner.The successful candidate will have long standing experience working with high value...


  • London, Greater London, United Kingdom mbf Full time

    About the Companymbf is a FinTech company that is redefining personal finance. Our mission is to make personal finance transparent, efficient and meaningful, focusing on how we live rather than what we own. We are seeking a High Net Worth Advisor to join our team and help us achieve this mission.Job DescriptionYou will be responsible for building strong...


  • London, Greater London, United Kingdom Fladgate LLP Full time

    A challenging and rewarding opportunity has arisen within the tax team at Fladgate LLP to advise HNW/UHNW clients on tax-efficient solutions for their wealth.The successful candidate will be responsible for delivering top-notch advisory services to clients across various sectors, ensuring compliance with relevant regulations while identifying opportunities...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    Role SummaryWe 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...


  • London, Greater London, United Kingdom Heat Recruitment Full time

    UK Wealth Management PositionWe are looking for a Relationship Director to join our team in London.This role involves providing complex investment advice to existing and new HNW/UHNW clients, focusing on developing and maintaining long term and profitable relationships.The ideal candidate will have CISI Level 6 (PCIAM) qualification as a minimum.You will...