Personalized Wealth Manager

Redmore Recruitment Limited is seeking an experienced Wealth Management Assistant to join their team. As a Wealth Management Assistant, you will play a key role in supporting the team in achieving their goals and delivering exceptional client service.What We Offer:A supportive and close-knit team environment.Opportunities for professional growth and...

Job Description: Wealth Management AssociatePerspective (Gould Financial Planning) Ltd is a leading wealth management company based in Cardiff, seeking a highly skilled Wealth Management Associate to join our team.This role offers a fantastic opportunity to develop your expertise in financial administration and provide exceptional support to our clients and...

Senior Wealth ManagerAustin Fraser is looking for a highly skilled Senior Wealth Manager to join our team in the Cardiff area. This role offers a unique opportunity to work with high net worth clients and help them achieve their financial objectives.The ideal candidate will have excellent communication skills, be able to analyze complex financial data, and...

A Private Client Partner is required to join TSR Legal's team in Brecon. This role involves advising clients on IHT planning, wills, LPAs, and trusts. You will also administer taxable estates with business, agricultural, and trust interests.Responsibilities and RequirementsExperience in non-contentious private client mattersAbility to draft IHT plans, wills,...

Job Description\IDEX Consulting seeks a passionate and skilled Wealth Guidance Specialist to join our team.\\Key Responsibilities:\\Provide expert guidance on financial planning topics, including goal setting, tax strategies, and investment options.\Create personalized plans tailored to each client's unique needs and goals.\Bullet\\\Requirements:\\Strong...

A Prestige Recruitment Group client in Flintshire, North Wales is looking for an experienced AML / Compliance Analyst to join their team.About the Role:The successful candidate will be responsible for monitoring file reviews, assisting the Compliance Manager with Business Diary and Compliance actions, training and competence for Financial Advisors, gathering...

About the RoleThis is a fantastic opportunity for a Taxation Specialist to join a well-regarded firm in Llanishen as a Personal Tax Senior. The role involves day-to-day compliance work for clients, including preparation and review of personal tax returns.

Due to expansion, Focus Resourcing Group is looking for an experienced Financial Advisor near Cardiff.Job DescriptionWe are seeking a skilled professional to deal with high net worth individuals, meeting clients to discuss their finances and financial goals, researching financial products and explaining their key features and benefits, negotiating better...

About the RoleIn this role, you will be responsible for reviewing and checking files to completion with our Financial Analyst. This includes attending joint client meetings with the Financial Adviser if required, writing high quality suitability reports, and assisting with bespoke high net worth tax planning solutions and investment propositions.

About our client">We are a leading garden centre with a reputation for excellence and a foundation in horticulture.Our business focuses on providing quality plants and products to our customers, as well as sharing our wealth of knowledge to assist them in making their purchases.Key to our success is our team's passion for gardening and retail management.The...

Faculty OverviewThe Stage Management and Technical Theatre Department at Royal Welsh College of Music & Drama is a vibrant and dynamic community of scholars and practitioners. Our faculty members are leaders in their field, with a wealth of experience in technical theatre and a passion for education.About the PositionWe are seeking a talented individual to...

Job OverviewWe are seeking an experienced Personal Tax Senior to join our client's team in Cardiff. The successful candidate will be responsible for managing a portfolio of personal tax clients, including HNWIs, company directors and sole traders.The role involves preparing and reviewing personal tax computations and returns, providing guidance and training...

Job DescriptionWe are looking for a highly experienced Senior Accountancy Advisor to join our team in Llanishen, Cardiff. As a Personal Tax Specialist, you will be responsible for managing a portfolio of personal tax clients and providing expert advice on compliance work and tax planning.The ideal candidate will have strong personal tax experience within a...

Job SummaryWe are seeking a Personal Care Worker to join our team at Customcare, where you will provide high-quality care and support to individuals in their own homes.As a Personal Care Worker, you will be responsible for:Delivering personalized care plans to meet individual needsProviding emotional support and companionship to alleviate loneliness and...

Home Support WorkerWe are seeking a reliable and compassionate Home Support Worker to join our team in Hawarden. In this role, you will provide personalized care and support to clients in their own homes, working closely with our clinical and management teams to develop and implement individualized care plans.About the RoleThis is an excellent opportunity...

Fitness Career OpportunitiesPureGym, the UK's leading fitness brand, offers a range of exciting career opportunities for experienced Level 3 Qualified Personal Trainers/Fitness Coaches. As a key member of our fitness team, you will have access to the largest member base in the UK, providing endless opportunities to grow your personal training business.Enjoy...

We are seeking a skilled and enthusiastic Financial Administrator to join our busy Cardiff office. As a key member of our administration team, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes.About the JobThe successful candidate will have:Strong IT skills, including...

Dimensions is a leading provider of social care services, dedicated to empowering individuals with learning difficulties to live fulfilling lives. As a Personal Care Assistant in our Cardiff team, you will play a vital role in supporting 'P', a gentleman in his 40s who requires tailored care and attention. Your expertise will be invaluable in helping him...

Hays Business Support is currently looking for a Personal Assistant Professional to support our consultants and senior management team members. As a key member of our team, you will be responsible for coordinating meetings, taking minutes, and preparing agendas, as well as arranging travel schedules and managing diaries and email inboxes.To succeed in this...

Are you a caring and compassionate individual looking for a rewarding career in care? Do you have a passion for supporting others and making a positive impact on people's lives?About the JobWe're seeking a Personal Care Specialist to join our team at Advantage Healthcare. As a key member of our care team, you'll work closely with our clients, their families,...