Investment Advisor

About the RoleThe successful candidate will be responsible for analysing and appraising investment opportunities through interviews with client company directors and advisors, conducting due diligence investigations and preparing sanction papers for presentation to the Investment Committee.In addition, the Commercial Accountant will ensure that client...

Sewell Wallis Ltd, a leading investment business based in the UK, is seeking a skilled Senior Investment Professional to join their team. This role offers a unique opportunity to work with a dynamic company and contribute to its economic regeneration aspirations.Job ResponsibilitiesAppraise and analyse investment opportunities by conducting interviews with...

We are seeking a seasoned Investment Executive to join our client's team. The successful candidate will be responsible for managing the company's investment portfolio and making strategic decisions that drive growth and profitability.This is an exciting opportunity for a skilled professional to take on a leadership role and contribute to the company's...

Sewell Wallis are partnering with a unique investment business based in the UK.This role suits someone open-minded, adaptable, and eager to succeed and develop their skills while getting involved in various aspects of the wider business, including colleague training, development, and environmental goals for the future.Appraising and analysing investment...

A Technical Planning Assistant is required by Oval Recruit to work in the Wakefield area, providing research, analysis and reporting on client solutions.">The key responsibilities of this role include conducting high-quality fund research and writing Financial Planning reports for Advisors to present to clients.The successful candidate will also develop...

Sewell Wallis Ltd is a leading investment business based in Sheffield.This role is ideal for an adaptable and motivated individual who is eager to succeed and develop their skills, working closely with the Investment Team to achieve the company's economic regeneration aspirations.Perform thorough appraisals and analyses of investment opportunities through...

Oval Recruit is seeking a skilled Financial Paraplanner to provide technical support to a team of Advisors in the Wakefield area.">The ideal candidate will have previous experience in paraplanning and hold a strong understanding of Investment & pension products, preferably with a diploma qualification.">The successful candidate will be responsible for...

Sewell Wallis Ltd, a pioneering investment business based in Sheffield, is seeking an exceptional professional to spearhead its growth.Estimated Salary: £45,000 - £60,000 per annumThis role requires a dynamic individual with adaptability and a willingness to succeed. The successful candidate will be responsible for various aspects of the company's...

Embark on a fulfilling career with HSBC and unlock your full potential. Whether you aspire to reach the top or explore new avenues, our organisation offers opportunities, support, and rewards that will propel you forward.We serve millions of individuals, families, business owners, investors, and entrepreneurs worldwide through our Wealth and Personal Banking...

Oval Recruit seeks a highly skilled and experienced Investment Research Analyst to join their team in the Wakefield area.">The successful candidate will conduct thorough research and analysis on various investment options, and develop in-depth knowledge of financial products and services.They will also write clear and concise reports for Advisors to present...

We are looking for a talented Investment Executive to join our client's team. The successful candidate will be responsible for managing the company's investment portfolio and providing strategic guidance to the management team.This is an excellent opportunity for a skilled professional to develop their career and contribute to the company's success. The...

The Role:As a highly successful Wealth Management Specialist, you will join our award-winning national Financial Planning and Wealth Management Business, offering wealth management services to mass affluent and HNW individuals. With a long-standing track record in Financial Services, our highly profitable group carries no debt and is looking to grow its team...

Sewell Wallis Ltd are exclusively partnering with our client, a leading investment finance and managed workspace business, to appoint an Investment Executive into their high-performing team. This is a rare opportunity for a skilled professional to make a significant impact.The role requires a combination of analytical skills, business acumen, and excellent...

Sewell Wallis Ltd are exclusively partnering with an investment finance, managed workspace and community support business to appoint a Commercial Accountant into their high-performing team. This position offers the opportunity to make a significant impact in a small team of 14 Investment Staff.This could involve supporting the wider team with activities such...

Jamieson Clark is an established company with a national sales team and a long history of investing in its workforce. We are currently seeking a Logistics Solutions Specialist to join our team and help us drive growth in the logistics sector.This is a brand-new sales position that has been created due to unprecedented growth and expansion of our company. As...

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:...

Job SummaryWe are seeking an experienced administrator to join our team as an Administrator for Independent Financial Advisers. In this role, you will provide administrative support to our financial advisors, handle client communication, and maintain accurate records.The successful candidate will have 1-3 years of experience in an administrative role within...

About the RoleWe are seeking a skilled and passionate individual to join our team as a Patient Advisor. As a key member of our team, you will play a crucial role in delivering exceptional patient care and ensuring a seamless customer experience.As a Patient Advisor, you will be responsible for building strong relationships with our patients, performing...

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...

Our Private Client Services team is seeking a highly skilled Senior Tax Advisor to join their ranks. Located in the UK, this role offers an exceptional opportunity for career advancement and professional growth.The ideal candidate will possess expertise in personal tax compliance and advice, with experience dealing with complex tax cases, including CGT,...