Wealth Manager — Inherit 150-Client Portfolio | Hybrid
4 days ago
A reputable wealth management firm in West Yorkshire seeks an experienced Financial Advisor to manage an established client bank of approximately 150 households. The role includes delivering comprehensive financial planning services while maintaining strong client relationships. Excellent communication skills and a strong background in financial advice are essential. This opportunity also offers a hybrid working model and potential bonuses for new business development. A flexible start date is available.
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Financial Advisor
1 week ago
Huddersfield, United Kingdom Service Care Solutions Full timeFinancial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an...
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Financial Advisor
4 days ago
Huddersfield, United Kingdom Service Care Solutions Full timeFinancial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact : (url removed) Hybrid Working Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established,...
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Financial Advisor
2 weeks ago
Huddersfield, United Kingdom Service Care Solutions Full timeFinancial Advisor Location: West Yorkshire Contract: Permanent Rate: £45,000 - £90,000 per annum + bonuses Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take...
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Practice Administrator – Wealth Management
4 days ago
Huddersfield, Kirklees, United Kingdom Zenia Wealth Management Full timeFinancial Services AdministratorJob DescriptionLocation:Huddersfield, West YorkshireReporting to:Practice ManagerCompany:Wealth Management Practice Linked to the St. James's Place GroupJoin Our Family-Run Firm for an Exciting Career in Financial ServicesWe're a close-knit, family-run firm of financial advisers proudly associated with St. James's Place, and...
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Trusts Manager
4 days ago
Huddersfield, United Kingdom Marmion Full time**Trusts Manager** - **Based in Huddersfield**: - **Salary £30,000 - £35,000 dependant on experience**: - **Excellent Benefits** **OUR CLIENT** Our client is an established accountancy firm who have been operating for a long period of time. Their success has been built on the back of offering a professional and efficient service to their clientele. The...
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Ifa Administrator
1 week ago
Huddersfield, United Kingdom Heritage Wealth Solutions Full time**About Us**: At Heritage Wealth Solutions, we’re a friendly long-established financial advice firm passionate about helping our clients to achieve their financial goals. Recently, we’ve restructured and moved our offices from near Leeds to the fabulous village of Slaithwaite in the Colne Valley. We take pride in building strong, lasting relationships...
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Financial Services Administrator
2 weeks ago
Huddersfield, United Kingdom Yiota Wilkinson Wealth Management Full timeYIOTA WILKINSON WEALTH MANAGEMENT LTD Partner Practice of St. James’s Place Independence House, Holly Bank Road, Huddersfield, HD3 3LX **Financial Services Administrator** An exciting opportunity has arisen for a bright Financial Services Administrator to join our Client Care Team at Yiota Wilkinson Wealth Management. **About us** We are a family-run...
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Contentious Probate Solicitor
2 weeks ago
Huddersfield, United Kingdom G2 Legal Limited Full timeJob DescriptionI am recruiting on behalf of a leading regional L500 law firm, with national recognition, for a senior level Contentious Probate Solicitor at Partner level. The firm's contentious probate practice is a growing and strategic priority. Under strong leadership, the team advises on complex estate, will and trust litigation, Inheritance Act...
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Private Client Solicitor
1 week ago
Huddersfield, United Kingdom Trades Workforce Solutions Full timePrivate Client Lawyer (3+ PQE) Location: Huddersfield (with hybrid working options) Salary: £40,000–£52,000 DOE | Career Progression & Comprehensive Benefits Build Your Future with a Leading Regional Law Firm Are you an experienced Private Client Lawyer seeking a new challenge in a respected, supportive law firm? This is your opportunity to handle a...
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Private Client Manager
6 days ago
Huddersfield, United Kingdom APR Full timeMy Client is a major Financial Planning organisation with ultra high net worth clients and companies based both in the UK and throughout Europe. This Private Client Manager role (one of 7 throughout the UK) is looking after existing clients in the UK who have returned from Europe or who may be planning to become ex-pats in the future. The role involves...