Discretionary Wealth Management Expert

Company Background: Our client has established itself as a leading provider of independent financial advisory services, offering bespoke solutions for businesses and high-net-worth individuals. With a total of 8 financial planners managing £290m in assets, we provide expert guidance on pensions, investments, and retirement planning.Investment Opportunities:...

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 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...

Evelyn Partners Fund Solutions Limited is seeking an experienced Wealth Management Associate to join our dynamic Account Services team. In this role, you will be responsible for proactively supporting our external financial advisers, providing expert guidance on investment information, and maintaining accurate records in our core systems. Your primary focus...

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...

Unleash Your Potential in a Dynamic Financial Planning EnvironmentThis exciting opportunity has arisen to join a dynamic and fast growing Financial Planning business in the UK. The company provides a holistic service to its clients, covering financial planning, wealth management, investment management and professional services.The ideal candidate will have a...

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...

**Job Overview:**JohnstonGreer Ltd is seeking a skilled Paraplanner to provide technical support in wealth management, working closely with Financial Planners and Directors. The company offers a comprehensive range of financial and investment planning services, including retirement and tax planning.

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...

Grow your career with Austin Fraser in Harrogate's dynamic financial planning environment.The company excels in offering expert advice on wealth management, employee benefits, and retirement planning to businesses and their employees.This period presents great chances for expansion.About this Position:This Paraplanner role assists Financial Planners in...

Head of Reward (Maternity cover)This role is responsible for overseeing the design, implementation and management of compensation and benefit programmes to attract, retain and motivate employees. The successful candidate will develop and implement reward strategies that align with our business objectives.About the RoleWe are seeking a highly skilled and...

We are looking for a highly skilled Trainee Wealth Manager to join our team in Leeds. The ideal candidate will have a strong understanding of financial services and the ability to work effectively with clients to meet their financial needs.Key Responsibilities:The successful candidate will be responsible for:Conducting client meetings to discuss their...

We are seeking a Senior Research Expert to join our team at Progeny. As a key member of our research department, you will play a vital role in driving business growth and enhancing client experiences.About the RoleThe ideal candidate will possess significant experience in conducting thorough research and due diligence, ensuring high regulatory standards are...

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...

We are delighted to be working with a prominent Independent Wealth Management Advisory Firm in Leeds. As part of their ambitious team, they seek a skilled IFA Administrator to assist in their daily activities.About the Role:Support various experienced Advisers in providing complex advice to High Net Worth ClientsProcess new business, manage LOAs, obtain...

Job OverviewWe are seeking an experienced Category Management Expert to lead our Food Division in driving future growth across accounts. This role requires a strong analytical mind, proficiency in using external market data tools, and the ability to turn data into insights.The ideal candidate will have experience in continuous and ad-hoc shopper and consumer...

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...

Head of Reward (Maternity cover)This role is responsible for overseeing the development and implementation of reward strategies that align with our business objectives. The successful candidate will be responsible for managing performance-related pay, conducting market benchmarking, and ensuring compliance with regulatory requirements and our Remuneration...