We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial...
You will be responsible for supporting the team in growing SEI's UK Asset Management business with IFAs and Wealth Managers.
You will play an integral role in providing pre and post sales support to SEI's UK IFA and Wealth Management clients.
You will help to build on SEI's reputation for enhancing IFA and client experience.
Job Description Senior Tax Manager (Wealth & Asset Management) Manchester & Newcastle £65,000 - £90,000 + Benefits + Bonus We are currently working with a leading Big 4 Accountancy firm in the North who are looking to grow their Private Capital team across both Manchester & Newcastle, focusing on their Wealth & Asset Management sector. The team itself focus on advising clients in the Wealth &...
You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities - Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.
Private Wealth/ Private Client Associate Solicitor (2–5 PQE), Band 1 Firm Private Wealth/ Private Client Associate Solicitor (2–5 PQE), Band 1 Firm 1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.This range is provided by Lex Exec. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay...
You will take responsibility for managing your own varied and high-quality caseload, advising a broad client base that includes high-net-worth individuals, entrepreneurs, and business owners. The work is intellectually engaging and relationship-driven, with an emphasis on delivering tailored, strategic advice.
A law firm in Gloucestershire seeks a Private Client Solicitor for a 12-month fixed-term contract. Find out if this opportunity is a good fit by reading all of the information that follows below. The role involves advising clients on private wealth matters, managing a varied caseload, and drafting legal documents. Candidates must be qualified solicitors in England and Wales with over 4 years...
You will join a relatively lean partnership structure with frequent contact with senior members of the firm and work for one of the most sophisticated UK based UHNW and HNW client books in the market. To find out more about this exciting new role and to apply for this exciting position please apply now.
A leading offshore law firm is seeking a Trust and Private Client lawyer to join its Private Wealth team in the Cayman Islands. The position requires advising UHNW individuals on wealth management and trust matters. Candidates should have a minimum of 3 years' PQE and be admitted in the UK or a Commonwealth jurisdiction. Attractive tax-free salary, comprehensive benefits, and a relocation package...
A well-established corporate law firm in Belfast is seeking a Private Client Solicitor with 2–4 years’ PQE to join its growing team. Please make an application promptly if you are a good match for this role due to high levels of interest. The role involves advising clients on private client matters, including wills and trusts, and building strong client relationships. The ideal candidate will...
You will be used to managing your own clients and cases and be a trusted advisor to business owners, with excellent technical expertise. Your experience will span across lifetime planning, estates, inheritance tax planning and probate.
You will therefore ideally have experience, and be comfortable, administering the complexities of contentious families in probate cases.
You will be responsible for managing complex engagements, driving technical excellence, and supporting the strategic growth of the practice. Key Responsibilities Lead and oversee internal audit engagements across a portfolio of investment management clients, ensuring delivery meets regulatory requirements and industry best practices.
A global wealth management firm based in the UK is seeking a Chief Investment Officer to take full ownership of their investment proposition. The ideal candidate will have 10-15 years of experience in wealth management and proven leadership skills. Responsibilities include leading investments, designing portfolios, and supporting global advisers. This senior leadership role offers a competitive...
Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially- spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons The Business...
Job description Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you the platform, resources, and rewards to excel. Why join? Attractive Base Salary: Starting from £63,...
Private Client Associate Location: Exeter - hybrid Salary: £85-95,000+ DOE OVERVIEW A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters....
You will be advising an international client base of UHNW individuals, family offices and other associated financial institutions, on all aspects of non-contentious and semi-contentious trust, wealth management and private client work.
Job Description Tax Manager (Wealth & Asset Management) Manchester & Newcastle £55,000 - £70,000 + Benefits + Bonus We are currently working with a leading Big 4 Accountancy firm in the North who are looking to grow their Private Capital team across both Manchester & Newcastle, focusing on their Wealth & Asset Management sector. The team itself focus on advising clients in the Wealth & Asset...
Job Description We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing...
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you'll be doing as Financial...