Wealth Management Client Associate

Private Wealth Senior Associate, Southampton This is a superb opportunity for an experienced and motivated Private Wealth Senior Associate to join a high profile firm with a national client base. Joining a very successful team, you will be a highly motivated solicitor who is driven and looking for their next secure career move. With a fantastic client...

**The vacancy** **_Moore Barlow is currently seeking a Senior Associate to join our leading Private Wealth Team, based in either Southampton or Lymington. _** We are different - although a Top 100 Law firm, we strive to be 'Human First' in everything we do. This means we truly care about our teams as well as our clients. We give people the space and...

A top 100 UK Law Firm with offices throughout the South East including London and with widespread recognition in the Legal 500 has an exciting opportunity for an experienced Private Client Solicitor or Legal Executive to join their specialist team of PrivateWealth lawyers based in their Southampton office at Associate level. This firm takes prides in its...

Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include...

Private Wealth or Private Client Partner or Senior Associate, Southampton AreaThis is a superb opportunity to join a well established and highly regarded law firm who are looking to strengthen their Private Client team.You will be a partner or senior associate looking to progress and take on your next challenge. Ideally you will have trained and gained...

Administrator Job Specification **The Company** David James Wealth is a financial planning business, with purpose-led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our...

**The Company** David James Wealth is a financial planning business, with purpose-led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team. The David James Wealth...

A top 100 UK Law Firm with offices throughout the South East including London and with widespread recognition in the Legal 500 has an exciting opportunity for an experienced Private Client Solicitor or Legal Executive to join their specialist team of PrivateWealth lawyers based in their Southampton office at Associate level. This firm takes prides in its...

Description : This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and...

Description : This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and...

Permanent, Full-Time, Day Shift Number of openings: 1 Hybrid Working **The Package - What you could earn**: - Basic salary up to £25,000 depending on experience - Commission scheme - Mon to Thurs 9 - 5.30 and Friday 9 - 5 **Client Triage - Main Duties and Responsibilities**: - Be at the forefront of the company’s client services department. - Engage...

**Job Title: Client Facing Paraplanner** **Salary: £35,000 - £42,000** **Location: Southampton** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

Permanent, Full-Time, Day ShiftNumber of openings: 1Hybrid WorkingThe Package - What you could earn:Basic salary up to £25,000 depending on experience Commission schemeClient Triage - Main Duties and Responsibilities:Be at the forefront of the company's client services department. Engage with customers directly to establish their needs and triage to the...

This growing law firm in Southampton are expanding and are looking for an experienced Private Client Solicitor or Legal Executive to join the private client team, in this key placement. The firm has an ambitious strategy and a strong management team togive the right support required to climb the career ladder.STEP qualified preferred OR a desire to undertake...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Are you a qualified Construction Solicitor looking to join a leading law firm in a recognised construction department? This forward-thinking Southampton-based Legal 100 law firm has a proven track record for success and are looking to grow their successfulcontentious construction team. **Contentious Construction Associate...

**Private Client Senior Associate, Southampton** **This is a superb opportunity to join a high profile team offering the highest quality of work available.** **Handling succession and tax related matters you will be motivated by net worth private client matters, probate administration, rural estates, drafting wills and tax planning and offering advice on...

Private Client Senior Associate, SouthamptonThis is a superb opportunity to join a high profile team offering the highest quality of work available.Handling succession and tax related matters you will be motivated by net worth private client matters, probate administration, rural estates, drafting wills and tax planning and offering advice on trusts.You...

Are you a senior level, qualified Construction Solicitor looking to join a leading law firm in a recognised construction department where you can work towards Partnership? This forward-thinking Southampton-based Legal 100 law firm has a proven track recordfor success and are looking to grow their successful contentious construction team. **Contentious...

Vacancy No - VN3524 Employment Type - Permanent Contract Type - Full-Time Advert - SLR provide transport planning advice to clients across sectors including residential, retail and logistics. We have an exciting opportunity for an experienced Transport Planning professional to join at Associate level, to assist with both project delivery and with client...