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Ability to promote Financial Planning / Wealth Planning in the most positive light. Senior Financial Planning Director. Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices.

Corporate/Real Estate Tax Associate/Director - Any office. The specialist Corporate and Real Estate Tax Team comprise 15 lawyers across our 13 offices and work closely with their colleagues in the Private Wealth Trusts, Estates and Tax team. We are now looking to recruit further at all levels to com

They are now looking for a Lead Insight Analyst to join this high-performing function and play a key role in shaping insight across their Lending portfolio. Lead Insight Analyst – Wealth & Personal Banking. Our client’s UK Analytics & CRM Centre of Excellence uses data, insight and machine learn

Our client is seeking a Senior Advisor/ Banker who leads with investments. Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T‑12 o

The Wealth Management Recruiter | SJP Preferred Partner | IFA ‣ Advisers ‣ Paraplanners ‣ Support Staff | Founder of Ellis James Partners. Ready to get ahead in your career as a Financial Planner and start with an existing client bank of £80m+ AUM?. Advisers at all levels welcome - you'll nee

A leading wealth management firm in Birmingham seeks an experienced Financial Adviser to promote services and deliver holistic financial advice. The ideal candidate should be diploma qualified in financial planning and demonstrate exceptional communication skills.

A leading financial institution is seeking a skilled DevOps Engineer to enhance platform infrastructure and automation within cloud environments. Responsibilities include implementing DevOps processes, collaborating across teams, and ensuring efficient software deployments.

A leading financial institution is seeking a Wealth Planner in Birmingham.In this role, you will help clients shape their financial future through personalized planning and investment advice.You will need a Level 4 financial planning qualification and must effectively manage client relationships by

A fantastic role has arisen to join a lovely business as a junior garment technologist.Working closely with the longstanding senior garment technologist, who can share a wealth of experience, and the wider team, you will work across multi platforms of clothing, accessories and homeware.You will be i

A financial services firm in Birmingham is seeking a Team Administrator to provide executive support, including managing calls and calendars, and assisting with in-office functions.The ideal candidate should have a high school diploma, strong organizational skills, and advanced Microsoft Office prof

A leading UK financial institution is seeking a Business Development Account Manager to deepen relationships with financial advisers.

A supportive network of colleagues including access to a Relationship Manager and Area Wealth Analyst who will help you build your portfolio and process applications, alongside the opportunity to tap‑into our specialists across pensions, tax, trusts and wealth planning whenever you need it. When y

A prominent global investment firm in Birmingham is seeking a Data Engineer to expand and optimize cloud-based data pipeline architecture. The ideal candidate will have over 3 years of experience in data processing and software engineering, with strong Python skills and familiarity with SQL.

We're seeking a driven Independent Financial Adviser to join our private wealth division, supporting professionals at all stages of their careers to plan and secure their financial futures. Are you an experienced Adviser who thrives on helping clients achieve financial freedom? Do you want to work w

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, in

Asset & Wealth Management - Birmingham - Analyst / Associate - DevOps Engineer. Stay informed about emerging DevOps trends, tools, and technologies to support continuous improvement. Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent experience).

Candidates should possess a strong technical knowledge of financial planning and a proven track record in business retention.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the oper

The role includes providing wealth management services to high-net-worth individuals, generating new assets under management, and enhancing existing client relationships. A leading global bank is seeking an experienced Private Banker for its Birmingham office. Applicants should possess a strong back

This group comprises of four critical functions, including (1) Product Management & Design, (2) Change Management, (3) Regulatory Management, and (4) Monitoring & Testing. Understanding of asset management products (closed/open funds, traditional and alternatives products), and the wider asset manag

Junior Paraplanner Location: Solihull / Hybrid Salary: Up to £35,000 (DoE) Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. Jamess Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs. The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. The Role - Junior Paraplanner As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice. Your responsibilities will include Researching financial products, investment strategies, and planning solutions Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings. This is a technical role that requires attention to detail and strong analytical skills. You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems. Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations. A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential. The Person - Junior Paraplanner You will have experience working within a St. Jamess Place (SJP) environment and a strong understanding of the paraplanners role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification. You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard. You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection. You will have a proven ability to write accurate and compliant suitability letters. Strong initiative, excellent IT skills, and clear, confident communication are key to this role. As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential. Experience using Voyant and Analytics would be advantageous but is not essential. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. TPBN1_UKTJ

Private Wealth Partner, Somerset – lead role at highly prized law firm. With a highly ranked private client team it seeks to appoint an experienced partner to lead and develop its private wealth offering in and around the Somerset region.

The firm is now seeking an ambitious and motivated Legal Director or Partner to join its highly regarded Private Wealth team, with a particular focus on international tax, trusts and cross border wealth planning. You will advise wealthy private clients, trustees and beneficiaries on a broad range of

At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks.

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment man

You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?. Connect prospective investors with the Sustainable Wealth Group partnerships team.

Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc. IT services supporting Asset & Wealth Management clients. Proven experience managing large, multi-million-dollar AWM accounts or portfolios across asset managers, wealth managers, RIAs, or p

You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?. Connect prospective investors with the Sustainable Wealth Group partnerships team.

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Job DescriptionJoin our Wealth and Front unit as a Team Lead, where you'll

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.

THE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments, protection, and retirement planningSupporting advisers with FCA-compliant recommendationsUsing financial planning platforms and software to

Your new firm Our client is a highly respected regional law firm with a strong reputation for excellence and growth.Recognised by leading legal directories and regularly winning industry awards, the firm is known for its collaborative culture, client-focused approach, and commitment to professional

The ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The RoleThe Tax Manager will research and resolve Tax questions from the Wealth Management business, that relate to new tax regimes (UK, US, INTL) and advise on how clien

We have a great opportunity for a Transformation Consultant / Business Consultant to work with a large wealth management business. Key responsibilities include: Building relationships with the transformation office and programme managers to enable clear reporting to senior management Identifying cha

A leading wealth management company in the UK is looking for a Trainee Financial Planner Supervisor.

Experience working with Digital Wealth, platform or fintech clients, ideally within asset management. We're looking for a Sales Manager to support the growth of our Digital Wealth, Platform and ETF distribution partnerships. Developing and executing a contact strategy to grow revenue across Digital

We’re seeking a technically minded Corporate Tax Manager who can balance hands‑on compliance with meaningful advisory work, while guiding junior staff and strengthening client relationships.Our tax team currently has 35 staff from trainee to partner level.The team looks after the tax affairs of

A legal recruitment firm is seeking a Private Client Solicitor with 5+ years PQE to manage a varied caseload and work with high-net-worth clients.The role includes supervising junior members and participating in business development.The package offers hybrid working arrangements and genuine career p

A prominent Wealth Management firm is seeking a Head of Finance Strategy to lead financial operations within their Wealth Planning division. The ideal candidate will have extensive senior finance experience, particularly in Wealth Planning, and be a fully qualified accountant.

A financial analytics firm in Greater London is seeking a Senior Software Engineer to enhance their Portfolio Management system.This role involves collaborating across teams, executing strategic initiatives, and developing client-facing applications using advanced technologies like TypeScript and AW

A leading wealth management firm is seeking a Prospective Client Triage Manager to engage with potential clients and manage inbound as well as outbound inquiries.

We have an exciting opportunity for an Analyst to join the Wealth Management Europe (WME) Treasury Operations/Asset Services team in Jersey or Edinburgh.

An established and growing London-based wealth management firm is seeking a Trainee Wealth Manager to join its advisory team. Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression towards becoming a

A well-established compliance consultancy firm in the United Kingdom is seeking a Compliance Consultant to provide high-quality compliance advice to Independent Financial Advisers (IFAs) and wealth management firms.

The main purpose of the role of Area Wealth Director is to implement the Wealth strategy and achieve the business objectives. We support every aspect of a customer’s financial life, helping them to grow, manage and preserve their wealth and provide a professional service in a world of increasing c

A leading finance firm in London seeks an experienced Private Wealth Manager to manage high net worth clients and enhance client relationships.