private wealth partner Jobs - 98
Legal PA - Private Client - excellent UK firm - £40k! hybrid
JM Legal Ltd - London
Employment Type : Full-Time
A well-recognised UK Law firm is looking to add to their acclaimed Private Client team. Salary: 40,000 Location: Bank Hybrid: 3/2 Benefits: More than you'll need! The firm are considered market leaders within Private Client market and this Legal PA role involves supporting a small allocation including a Partner. The department, specifically Wealth & Succession, are regarded as the friendliest at the firm too so you'll feel involved from the ...
UK/US Private Client Tax Manager - Top 50 firm
Butler Rose - London
Employment Type : Full-Time
UK/US Tax Manager - Top 50 firm Central London 60,000 - 75,000 Butler Rose Public Practice are delighted to be supporting our client, a prominent Top 50 firm of accountants based in Central London, that are now in a position to appoint and experienced UK/US dual handler tax professional into a Manager level role and lead a successful private client department. Role Requirements - Provide tax advisory and tax compliance services to high-net-worth...
Legal Executive
BROWNS RECRUITMENT GROUP LTD - BS311AF
Employment Type : Full-Time
Legal Executive We have an excellent opportunity for a 2 years PQE Legal Executive to join our growing and highly regarded Private Client Team. You would have your own caseload and be working alongside a Partner at our busy office joining a friendly, supportive and well managed team. You must have a range of experience advising private clients about Wills, probate, wealth preservation and succession planning. Full STEP Membership and being a Ful...
Wills, Probate, Trusts and Mental Capacity Solicitor
BROWNS RECRUITMENT GROUP LTD - BS311AB
Employment Type : Full-Time
Full time: Wills, Probate, Trusts and Mental Capacity Solicitor We have an excellent opportunity for a 2 years PQE Wills, Probate and Mental Capacity Solicitor to join our growing and highly regarded Private Client Team. You would have your own caseload and be working alongside a Partner at our busy office joining a friendly, supportive and well managed team. You must have a range of experience advising private clients about Wills, probate, weal...
Paraplanner
Artemis Recruitment Consultants Ltd - London
Employment Type : Full-Time
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. The Role: You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your ...
Paraplanner - Hybrid
mbf. - GU14AA
Employment Type : Full-Time
Paraplanner - Leading National Wealth & Investment Management Organisation Guildford, hybrid, flexible working Salary to 45,000 (potentially negotiable) - plus benefits MBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in Guildford. Company Overview: Our client is at the forefront of the Wealth ...
Paraplanner
mbf. - G21DY
Employment Type : Full-Time
Paraplanner - Leading National Wealth & Investment Management Organisation Glasgow, hybrid, flexible working Salary to 45,000 (potentially negotiable) - plus benefits and annual bonus MBF Recruitment are delighted to partner with our esteemed client, a leading National Wealth & Investment Management organization, to assist in their search for a Paraplanner to join their team in Glasgow Company Overview: Our client is at the forefront of ...
Chartered Independent Financial Advisor - Epsom, Hybrid - £60-75k +
Financial Divisions - Epsom
Employment Type : Full-Time
Manage an existing client base Plus: revenue related salary increases bonus My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 40 year history in financial planning and have an ...
Financial Administrator
Reed - WA166DH
Employment Type : Full-Time
Job Title : Client Administrator Location : Knutsford Salary : 28,000 - 33,000 We are a well-established Wealth Management company providing financial services to private and corporate clients. We are seeking an experienced Financial Administrator to join our fast-paced client servicing team. The successful candidate will deliver administrative and technical support to the Partners & Advisors, covering a broad range of daily tasks. Know...
Independent Financial Advisor - Croydon/Hybrid - up to 50K plus...
Financial Divisions - Croydon
Employment Type : Full-Time
Manage an existing client base. Manage a book of 150 clients with average AUM 200k - 5m AUM Salary up to 50,000 revenue related salary increases - commission earned on existing business as well as new business! (Validation is 3 x salary) My client is a Croydon-based independent Financial Advice firm. They provide advice across the whole market. They have been providing financial planning services for 40 years, and their clientele is well-establi...