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We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently required a Level 6 / Chartered Financial Planner / Independent Financial Advisor to join their team an provide expert financial advice to their high-value and complex client relationships. Responsibilities: • Maintaining and developing an existing portfolio of clients providing high quality advice, • Using cash-flow modelling tools to deliver visual and clear financial strategies, • Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance. Experience: • Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving., • You will have proven experience of providing independent holistic financial planning., • Excellent presentation, verbal and written communication skills are essential., • Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools. In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.

Head of Private Wealth Solicitor. Head of Private Wealth Solicitor. Qualified Solicitor with significant Private Wealth experience with leadership experience (to help nurture & mentor junior members) or the ability to move into a leadership role.

Be part of a forward-thinking control management team that combines innovation, technology, and rigorous risk oversight.You’ll help enhance JPMorgan’s trading and supervisory frameworks through data-driven insights and automation.Drive meaningful change in a dynamic, fast-paced environme

Want to Help Lead the Future of Private Wealth?. Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? We don't just protect wealth - we help our clients build lasting legacies. Head of Private Wealth Solicitor.

OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby.We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidat

Wealth Management / Investments - 12 months FTC.

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies.We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.Part of our parent company Great-West L

Our client is a UK Wealth Manager with an internal ACD structure seeking a board-level leader to head fund services and investment operations.

A Wealth Management Consultancy is seeking experienced professionals to work on client engagements within the Wealth Management industry. The ideal candidate has at least 5 years of experience in Wealth Management, a passion for the industry, and strong skills in relationship building and problem-so

A premier wealth management firm based in Greater London is seeking a Director of Corporate (Wealth Management) to lead corporate advisory services.

The role focuses on driving finance transformation within the Wealth Management sector, requiring strong project management and leadership skills.

MERJE are delighted to be supporting this established and fast growing investment platform in their search for an exceptional compliance officer.You will work closely with key stakeholders across the business, helping to embed good practice and ensure regulatory expectations are met.Providing practi

A leading banking institution is seeking a candidate for a pivotal role in London or Birmingham, responsible for leading the commercial activation of wealth business.

A leading global financial services firm in London is looking for a UX Designer to join their Wealth Management team.

Want to Help Lead the Future of Private Wealth at Hedges?. Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? At Hedges, we don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary H

Providing clients with integrated wealth planning solutions by working closely with other groups in Goldman Sachs, including Private Wealth Advisors, Investment Strategy Group, Market Solution Group, Lending and other key internal constituencies. Collaborating with private wealth management teams, t

The ideal candidate will bring extensive experience in Wealth and Asset Management, leading client engagements, and driving business development.

A prominent consulting firm in London is looking for a Business Consultant specializing in Wealth Management Solutions. The role involves mentoring, technical insight provision, and driving technology adoption in the wealth management sector.

An innovative financial services firm in the UK is seeking a Marketing and Communications Director to manage end-to-end marketing operations.This role focuses on engaging high-quality investor audiences through effective content, HubSpot management, and paid advertising.The ideal candidate will have

A leading legal firm in the UK is seeking a Junior Private Wealth & Inheritance Lawyer to manage a varied caseload focusing on wills, trusts, and inheritance tax planning.

The ideal candidate will have over 10 years of expertise in Wealth Management, strong product management skills, and the ability to build relationships within the Wealth ecosystem. A leading financial services firm in Greater London is seeking an experienced Wealth Management Executive to support st

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management.

Division: Asset & Wealth Management. Goldman Sachs Asset & Wealth Management Division (AWM) is one of the world's leading investment managers. These global capabilities are extended to the world's leading corporates, insurance companies, sovereign wealth funds, central banks, financial institutions,

A leading financial services firm in the Greater London area seeks an experienced UX Researcher to enhance their digital wealth management services.

Our client is a UK Wealth Manager with an internal A structure seeking a board-level leader to head fund services and investment operations.

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. To provide wealth management services to clients, with the support of a team of specialist tax, pension and i

A leading financial services provider in Greater London is seeking a Vice President for Strategy and Business Development in Wealth Services.

A leading investment firm in the United Kingdom is seeking a Regional Manager to lead a team of Private Client Financial Planners.This role involves achieving revenue targets, ensuring excellent service delivery, and developing team performance.The ideal candidate will possess a Diploma in Financial

A leading digital wealth manager in the UK seeks an experienced researcher to join their team.

It’s an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody servi

A consulting firm in the United Kingdom is seeking a Wealth Management Director to engage high-net-worth investors through initial calls and meetings.

Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Ma

A global investment management firm in the UK seeks an experienced finance professional to lead their Service Centre accounting team.The role entails overseeing the preparation of financial reports for multiple legal entities, ensuring compliance, and fostering continuous improvement.The ideal candi

Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best‑in‑class advice on wealth management, employee benefits, and retirement planning. The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us

An exciting opportunity to join this top-tier Legal 500 and established Private Wealth team at Director level. The opportunity is within their Private Wealth team; you will be working with an established team of experts who specialise in trust and tax work, estate/will planning, and a broad range of

A leading law firm in the United Kingdom is seeking an experienced Private Client Partner to lead and shape their Private Client Department.The role involves managing a dynamic team, ensuring excellent technical delivery, and building strong client relationships.The ideal candidate has a proven trac

A leading global financial services firm in Greater London is seeking an experienced Vice President Recruiter in Asset & Wealth Management.

This role is within the Wealth Management – CIO Equities team, part of the Asset & Wealth Management business. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset & Wealth Management - Equities Quantitative Investment Analyst - As

Engage with HM Revenue & Customs and other external stakeholders, including financial institutions, legal firms, and wealth advisory businesses. Experience providing tax advice within the Wealth and Asset Management sector. Senior Advisor - Wealth & Asset Management - London/Manchester/Newcastle.

Strong experience in finance transformation ideally within Wealth Management. As a large organisation, they are known for their expertise in the Wealth Management sector and their commitment to innovation in Accounting & Finance. Strong understanding of Wealth Management processes and practices.

We are a national firm of Wealth Advisers, and believe that individuals deserve a better alternative to the current status quo. We are recruiting for Wealth Advisers primarily in. Ensure Isio Wealth Planning is a credible and integrated part of our wider Isio proposition, adding value to both intern

A leading financial institution in the UK is seeking a Vice President Recruiter in Asset & Wealth Management.

The Vice President, Strategy and Business Development for Wealth Services will report into the Senior Vice President, Strategy and Business Development for Wealth Services. Conducting regular market and competitive research to build a market leading view of the global ecosystem of wealth services pr

The Asset & Wealth Management Strategic Transformation Office is a recently established entity tasked with overseeing comprehensive large-scale transformations. Build a deep understanding of the Asset and Wealth Management business through analyzing the applicability and impact of regulatory policie

Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology. We are a global leader in end‑to‑end CLM; Wealth Dynamix has offices and clients in three continents with headquarters in the UK. If you are passionate

Strong experience in finance transformation ideally within Wealth Management. As a large organisation, they are known for their expertise in the Wealth Management sector and their commitment to innovation in Accounting & Finance. Lead the finance transformation programme within the Wealth Management

My client is looking for talented individuals to join their team as Wealth Management Directors - professionals who thrive in building relationships with high-net-worth investors and delivering world-class service. As a Wealth Management Director, you’ll engage with qualified high-net-worth leads

A leading global investment firm in London is seeking a Private Wealth, Global Strategic Partnerships, Associate to enhance client relations and capital raising efforts across EMEA.