Wealth Management Advisor
2 weeks ago
As a Wealth Management Advisor with Clark Wood in St Albans, you will have the opportunity to work with a prestigious regional firm that is expanding its Private Client team. We are looking for an experienced professional to join our dynamic team and contribute to our success.
Key Accountabilities- Deliver expert advice on inheritance tax reviews and bespoke planning to minimize tax liabilities.
- Design and implement comprehensive trust planning solutions for high-net-worth clients.
- Prepare personalized wills that cater to individual needs and circumstances.
- Offer strategic property tax planning advice to optimize wealth preservation.
- Handle offshore aspects of taxation, including residency and domicile considerations for high-net-worth individuals.
- Evaluate and administer estate plans, ensuring precision and attention to detail.
- Review compliance documents, such as trust returns, IHT forms, and personal tax returns for high-net-worth individuals.
The ideal candidate must hold CTA qualifications and possess at least 5 years' experience in advising on inheritance tax and trusts.
This role offers a competitive salary package, estimated to be around £80,000 - £100,000 per annum, based on experience.
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Wealth Advisor
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeWe are Hoxton Wealth, a pioneering financial services firm driving growth and excellence in the industry.Our senior financial advisors play a vital role in supporting our UK acquisition teams, fostering strong relationships with clients, and driving portfolio growth.About the RoleAs a Senior Financial Advisor, you will be responsible for managing a portfolio...
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Wealth Management Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UKA well-established financial services firm managing £2 billion in assets under management, we are committed to delivering exceptional results for our clients.The RoleWe are seeking a skilled Senior Financial Advisor to join our team. Your primary focus will be on developing and implementing strategies to grow client assets while...
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Wealth Management Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout UsHoxton Wealth UK is a forward-thinking financial services firm with a proven track record of growth and success. Our goal is to become a leading player in the global financial market.We are seeking an experienced Senior Financial Advisor to join our UK acquisition teams and contribute to our continued expansion.Key Responsibilities:Manage a diverse...
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Senior Wealth Management Professional
4 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a prominent financial services firm managing approximately £2 billion in assets under management.About the Role:This is an opportunity to join our UK acquisition teams as a Sr Financial Advisor.Key responsibilities include developing and implementing strategies for client asset growth.Collaborate with acquisition teams for seamless client...
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Strategic Wealth Management Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeWe are seeking a Strategic Wealth Management Professional to join our UK team at Hoxton Wealth.Company OverviewHoxton Wealth UK has been managing approximately £2 billion in assets since 2018. Our goal is to provide exceptional service to our clients.The RoleIn this role, you will be responsible for:Developing and implementing strategies to grow client...
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Senior Wealth Management Professional
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob OpportunityWe are seeking an experienced Senior Financial Advisor to join our UK acquisition teams. As part of this role, you will work collaboratively with clients and colleagues to support and grow our newly acquired client portfolios.Key Responsibilities:Manage and service a portfolio of clients.Develop and implement strategies to grow client assets...
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Senior Financial Advisor
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth:We are a leading financial services firm established in 2018, managing £2 billion in assets under management (AUM). Our goal is to reach £5 billion by 2027, expanding our operations across multiple jurisdictions worldwide.Job OverviewAs a Senior Financial Advisor, you will work closely with clients and colleagues to grow and manage...
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Global Wealth Advisor
4 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeOur client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. As a Global Wealth Advisor, you will evaluate and advise on medium to longer-term financial...
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Portfolio Growth Specialist
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a trailblazing financial services firm dedicated to delivering exceptional outcomes for our clients.Our Senior Financial Advisors form the backbone of our success, leveraging their expertise to drive growth, build trust, and foster long-lasting relationships.The OpportunityAs a seasoned financial advisor, you will oversee a diverse portfolio...
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Investment Advisory Specialist
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeSenior Financial Advisor RoleWe are seeking a skilled and experienced Senior Financial Advisor to join our UK acquisition teams at Hoxton Wealth UK.The ideal candidate will have a strong background in financial planning and wealth management, with a proven track record of success in managing complex client portfolios.Responsibilities:Manage and service a...
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Financial Growth Manager
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob Description:Hoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management. As a Senior Financial Advisor, you will play a pivotal role in our UK acquisition teams, working collaboratively with clients and colleagues to support and grow newly acquired client portfolios.Key Responsibilities:Manage and...
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Wealth Management Assistant
3 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time**Job Description**Click and Connect Online Limited is a leading provider of financial planning and investment solutions, serving international investors and expatriates across the globe. We are seeking a highly skilled and motivated Financial Services Administrator to join our team, providing administrative support to our financial advisors and ensuring the...
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Strategic Portfolio Manager
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Us:Hoxton Wealth UK, a leading financial services firm, was established in 2018. With approximately £2 billion in assets under management, we are on a growth trajectory aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.Role Overview:As a Strategic Portfolio...
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Financial Services Manager
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth:We are a leading financial services firm, established in 2018, managing approximately £2 billion in assets under management. Our growth trajectory aims to reach £5 billion by [removed date] and spans multiple jurisdictions worldwide.Role OverviewThis position is integral to our UK acquisition teams, working collaboratively with clients...
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Client Relationship Executive
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth UK:We are a leading financial services firm dedicated to delivering exceptional results for our clients. As a Senior Financial Advisor, you will be integral to our UK acquisition teams, working collaboratively with clients and colleagues to support and grow newly acquired client portfolios.Key Responsibilities:Manage and develop a portfolio of...
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Portfolio Development Specialist
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Us:Hoxton Wealth UK is a reputable financial services firm established in 2018. We manage approximately £2 billion in assets under management, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions worldwide.Role Overview:We are seeking a Senior Financial Advisor to join our UK acquisition teams. As a key member of our team,...
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UK Financial Advisor Leader
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeSenior Financial Advisor RoleThis is an excellent opportunity for a seasoned financial advisor to join our UK operation. You will be responsible for managing a portfolio of clients and growing their assets while delivering exceptional service.Responsibilities:Manage and service a large portfolio of clients.Develop and implement strategies to grow client...
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Senior Financial Advisory Professional
2 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth UK, an esteemed financial services firm, seeks a Senior Financial Advisor to join its team.About the RoleYou will work collaboratively with clients and colleagues to drive growth and develop long-term relationships.Key Accountabilities:Drive asset growth and improve client satisfaction through effective strategy implementation.Support...
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Financial Services Director
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UKHoxton Wealth UK, a leading financial services firm established in 2018, manages approximately £2 billion in assets under management (AUM). Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.
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Financial Planning Expert
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob OverviewHoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by expanding our operations globally.This role is integral to our UK acquisition teams, working collaboratively with clients and colleagues to support and grow our...