Client Manager, Wealth Planning

Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative anddevelopment support? In order to achieve their aims and to continue their development, our client is...

**Wealth Specialist (Later Life Specialist)** Are you looking for an exciting and rewarding opportunity to help clients plan for their future? Then we have the perfect role for you! We are seeking an ambitious and driven Wealth Specialist (Later Life Specialist) to join our client’s team. **The Firm** Our client provides personal legal services,...

Are you looking toprogressyour careerwithin a specialist Private Client team?Private Client Associate- Bishop'sStortford with hybrid workingClientA Top 200 UK law firm, with a number of offices in the region, working for individuals and businesses, professional partnerships, charities, national corporations, and institutions.RoleThe teamadvise on the...

A leading Chartered wealth management firm is seeking an experienced Independent Financial Adviser near Bishop’s Stortford to manage a client bank of around 200 clients. The ideal candidate has 5 years of advisory experience, is chartered or close to it, and is committed to delivering high-quality advice. This full-time role offers a competitive salary of...

Independent Financial AdvisorBishop's StortfordCompetitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support and a full client book.Full-time | PermanentJoin a Leading Wealth Management FirmIt is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to...

Role Purpose: To ensure accurate, compliant, and cost-effective fleet maintenance planning that supports Kuwait Airways’ operational schedule and continuing airworthiness obligations. The Fleet Planning Manager manages the short-, medium-, and long-term maintenance planning of the commercial fleet in accordance with Kuwait DGCA Part-M requirements and...

Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice?This is an exceptional opportunity to join one of East Anglia’s premier private wealth management firms, working with clients who have investable assets ranging from £1M–£20M.The firm is renowned for delivering bespoke financial planning and investment...

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you.Based in...

Experienced Client Services, Customer Care Coordinator required to join industry leading organisation whose reputation and status are second to none. **The Role** - As Customer Care, Client Co-ordinator your tasks are varied - First point of contact for queries - Planning, managing and organising events - Conducting weekly team meetings - Managing internal...

Responsibilities: - Liaising with product providers, clients, and client representatives as and when required. - Assisting advisers in the creation of client financial reports and letters. - To produce accurate Annual Review Packs for Financial Advisers and process associated tasks. - Assist Paraplanners with: - Type letters and draft routine...