Senior Wealth Planning Specialist

Technical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...

Wealth Preservation AdvisorWe are seeking a highly skilled Wealth Preservation Advisor to join MP Estate Planning UK. As a key member of our team, you will play a vital role in helping our clients preserve their wealth for future generations. This is a challenging yet rewarding opportunity for professionals who are passionate about estate planning and want...

Private Client Senior Associate OpportunityChadwick Nott seeks an experienced Private Client Senior Associate to join their highly regarded Private Wealth team. As a key member of the team, you will lead complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.About the RoleAs a Private Client Senior Associate, you...

Handelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...

Job Title: Financial Planning Support SpecialistTitan Wealth Holdings Limited is seeking an experienced Financial Planning Support Specialist to join our team in Bristol, UK. As a key member of our financial planning department, you will play a vital role in supporting our financial planners with research and report writing tasks.About the Role:The...

Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...

At Handelsbanken Wealth & Asset Management, we are seeking an experienced Financial Planning Specialist to join our team. This is a unique opportunity to work with high net worth clients and provide expert financial guidance.The successful candidate will have a strong background in financial planning and a proven track record of delivering high-quality...

Job DescriptionAs a Taxation and Wealth Planning Director at Monahans, you will be responsible for leading our Private Client Tax service offering. This is a key leadership role focused on driving growth and innovation within the team. ResponsibilitiesManage a portfolio of high net worth individuals, generating new business through innovative approaches.Lead...

Job Title: Trainee Wealth Management SpecialistCavendish Maine, a leading Financial Planning firm in the UK, invites applications from motivated Trainee Financial Advisors to join our team in Bristol.This exciting opportunity allows individuals to progress their career as a Financial Advisor, with the chance to manage an existing client portfolio and pursue...

Titan Wealth Holdings Limited, a top financial planning company in Bristol, UK, seeks a Financial Planning Director to lead its Group Risk and Healthcare Team. This role involves managing team performance, ensuring compliance with FCA regulations, and providing integrated employee benefits solutions. The ideal candidate has extensive experience in corporate...

Senior Financial Planning Manager RoleRockfield Specialist Recruitment is seeking an experienced Senior Financial Planning Manager to join our team. In this role, you will be responsible for managing and shaping the way in which finance supports the business.You will work closely with stakeholders across the organization to agree assumptions, provide robust...

About the Role: We are seeking a Senior Lawyer for Private Wealth and Estate Planning to join our team in Bristol or Exeter. The ideal candidate will have a strong background in Private Client law and a proven track record of delivering exceptional results for clients.">Key Responsibilities: Lead on complex private client matters, including Wills, Probate,...

About UsTitan Wealth Holdings Limited is a leading financial planning company based in Bristol, UK. Our mission is to provide expert advice on wealth management, employee benefits, and retirement planning to businesses and their employees.Job DescriptionThe Group Risk and Healthcare Team Leader will be responsible for managing the administration of group...

Senior Urban Planning ProfessionalWe are looking for a seasoned Senior Urban Planning Professional to join our team in Bristol. This is an excellent opportunity to work on high-profile planning projects, collaborating with experienced professionals from various fields.The successful candidate will have a strong background in planning practice, with...

About Our CompanySuccession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide services to individuals and corporate clients across the UK.Your OpportunityWe're looking for an organised and competent Administrator to join our...

We are seeking a highly skilled Tax Senior to join our esteemed Private Wealth team at Womble Bond Dickinson. As part of our Tax/Trust & Accounting team, you will be responsible for managing a portfolio of clients and preparing personal and trustees' tax returns.This role aligns with our hybrid working policy, allowing most full-time employees to spend...

Role Description    As a Tax and Succession Planning Specialist, you will provide expert advice to HNW clients on succession planning, inheritance tax, and estate administration. Your expertise will help them navigate complex tax laws and make informed decisions about their wealth. You will work closely with a multidisciplinary team to develop and...

VPA London is seeking a talented Senior Paraplanner to join their Wealth Management team. With a salary of £45,000 and a flexible working arrangement, this role offers a great opportunity for career advancement.As a key member of the team, you will be responsible for preparing suitability reports and presentations for client meetings. You will work closely...

Job Summary">We are seeking a highly skilled Private Client Senior Associate to join our Private Wealth team. As a senior associate, you will be responsible for leading key client relationships and working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.">Responsibilities and Requirements">You will need...

Job Title: Retirement Planning AnalystTitan Wealth Holdings Limited is seeking an experienced Retirement Planning Analyst to join our team in Bristol, UK. As a key member of our retirement planning department, you will be responsible for providing expert advice to clients on their retirement planning needs.About the Role:The successful candidate will have a...