Senior Wealth Management Advisor

Job OpportunityA leading Employee-Owned Chartered Financial Planning firm seeks a talented Senior Wealth Management Advisor to join their dynamic team. Located in Birmingham, this role offers a competitive salary of £110,000 and benefits package including equity, 7% matched pension, PHI, PMI, 25 days' holiday plus bank holidays, and the option to purchase...

We are looking for a Senior Tax Advisor - Private Wealth to join our team at Cedar Recruitment Careers. As a Senior Tax Advisor, you will be responsible for delivering high-quality tax advice to clients, building strong relationships, and mentoring junior team members.The ideal candidate will have a deep understanding of UK tax laws, particularly in the...

Wealth Management Lawyer Job SummaryThis exciting opportunity has arisen for a skilled Wealth Management Lawyer to join our dynamic team in Birmingham. The successful candidate will be responsible for advising on complex financial matters and working closely with senior management.Main ResponsibilitiesAdvising on the current regulatory regime in the EU and...

Strategic Wealth Advisor Lead the growth of high net worth client base. Collaborate with MD and fellow Directors on company growth strategy. Flexible working environment – Home or Office-basedState-of-the-art technology with swift report turnaround.Key Qualifications Chartered status preferred or working towards.

Job Description: Financial Adviser - BirminghamAs a Wealth Management Advisor at CleverHR, you will play a critical role in delivering exceptional service to our clients, providing tailored financial solutions that meet their unique needs. With a focus on building long-term relationships, you will be responsible for analysing client information, conducting...

Job Opportunity:A Wealth Management Consultant role has become available at Greatmans Consulting Ltd, a truly independent Chartered Financial Planning firm. As an HNW Financial Specialist, you will have the opportunity to develop a book of high net worth clients from leads provided and your own network.About the Role:This is a fantastic opportunity for a...

We are seeking an experienced Senior Paraplanning Manager to lead our Paraplanning teams at Succession Wealth, a leading UK Financial Advisory firm. About the RoleThis newly created role will oversee all aspects of Paraplanning across the company, driving excellent outcomes for our clients and contributing to the overall success of our business.Job...

About the RoleWe are seeking a Senior Commercial Finance Advisor to join our team in Birmingham. As a trusted advisor, you will work closely with SME businesses to support their business decision-making.ResponsibilitiesPrepare financial statements and management information to gain insight and discuss regularly with clients identifying commercial...

Job Overview:Blessinginvestment is seeking a highly motivated and experienced Investment Advisor to join their team.The successful candidate will provide support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary: $32,000 per...

About Goldman SachsGoldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base. Founded in 1869, the firm is headquartered in New York and maintains offices around the world.About This RoleWe are seeking a qualified Senior Private...

Job DescriptionThis Wealth Management Support Role in Birmingham is an excellent opportunity for an experienced Paraplanner to join a highly regarded firm.You will be responsible for providing technical support to our Financial Advisors and assisting in the development of client relationships.Your duties will include:Providing research and analysis to inform...

Unlock Your Earning Potential as a Senior Wealth ManagerGreatmans Consulting Ltd, a truly independent Chartered Financial Planning firm, invites applications for a challenging role as a Senior Wealth Manager in our Birmingham office. About the Role:This is an exciting opportunity to develop a book of High Net Worth (HNW) clients and grow your professional...

About the Role: We are seeking a talented Paraplanner to join our team at AFH Wealth Management. As a Paraplanner, you will play a key role in delivering high-quality financial research and analysis to support our advisers and clients. This is an exciting opportunity for a motivated and organized individual who is passionate about finance and committed to...

About Us: With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management has established itself as one of the UK's leading independent financial advisory firms. We pride ourselves on helping our clients achieve their financial goals through expert guidance and personalized service.Role Summary: We are currently...

Overview: AFH Wealth Management is a leading independent financial advisory firm, offering exciting career opportunities for determined and ambitious individuals. Salary: The salary for this role is estimated to be around £30,000 - £40,000 per annum, depending on experience.Job Description: We are seeking a skilled Paraplanner to join our team in...

Join a team that empowers clients to reach their financial goalsWeAreTechWomen is part of the Goldman Sachs group, a global leader in wealth management. Our advisor-led businesses provide comprehensive advice to individuals, family offices, foundations, endowments, corporations, and their employees. Across Wealth Management, our growth is driven by a...

Job SummaryWe are Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group.About the RoleThis exciting opportunity has arisen for an organised and competent Administrator to join our Client Delivery team. In this fast-paced role, you will work as part of a highly effective administration...

Job Title: Data Systems ArchitectCompany: Succession WealthJob Type: ContractLocation: Remote/Hybrid UK officesContract Duration: 6 months with potential extensionDay rate: £450 - £500 (DOE)About the Role:Succession Wealth, a leading Financial Advisory firm, is seeking a Data Systems Architect to support the CTO in ensuring the best fit architectural...

    Job Title: Financial Adviser    Industry: Wealth Management    Location: Birmingham    Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set)    Job Description:    Are you an experienced financial adviser looking for a new challenge? We are seeking a qualified Financial Adviser to join our...

Role SummaryCedar Recruitment is seeking a highly skilled Senior Private Wealth Tax Strategist to join their growing team. This role is ideal for someone with a solid track record in delivering technical tax advice on advisory projects, a commercial focus, and strong leadership abilities.