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Senior Tax Manager - Private Client Advisory Advisory-Only Focus | Progression to Partner | Hybrid Working An exceptional opportunity has arisen for an experienced private client tax professional to step into a pure advisory role within a highly respected and growing practice. This position off...

Future Tax Partner - Stoke Defined Succession Plan | Tax Advisory Focus | Leadership Opportunity A rare and exciting opportunity has arisen for a senior tax professional to join a well-established and forward-thinking accountancy firm in Stoke. This role offers a clear and structured path to Pa...

You’ll have gained strong Compliance experience in a wealth management environment and will ideally hold a Level 4 Diploma in Financial Planning (or similar). You’ll have an excellent working knowledge of FCA regulations impacting the wealth management arena and will be confident operating as ��

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.What We Offer: ...

This firm offers one of the most comprehensive and diverse investment propositions in the wealth management industry, providing exceptional career opportunities for ambitious Wealth Managers and Independent Financial Advisors (IFAs) who are looking to add sophisticated and high grade investment o...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.What We Offer: ...

We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handelsbanken Wealth Associate Client Directors (ACDs) within the Private Office team, as well as providing excellent delivery of services to regulated advisers and their clients. Handelsbanken Weal...

Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the w...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

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. For over 30 years we have been relied on by our customers, including business leaders and sophisticated f

This role is based outside the UK and commences in Mauritius in August for 8 weeks before relocation to an international office of your choice.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to la...

What Were Looking For: ✅ 5 years of experience selling financial solutions to high-net-worth individuals (7–10 years ideal, but less is acceptable if you’re exceptional) ✅ RDR Level 4 qualification — CISI Investment Advice Diploma (IAD) preferred ✅ Proven and quantifiable track record in

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.What We Offer: ...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

This role is based outside the UK and commences in Mauritius in August for 8 weeks before relocation to an international office of your choice.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to la...

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.

This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group.Here's a bit mor...

Partner - Private Wealth - Cambridge with flexible/hybrid working. To continue building upon the firm’s excellent reputation for offering superb, specialist services to their private wealth clients. Private Wealth intersects with several other core groups within the firm, such as the sports and e...

The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice. Financial Planning administration / Wealth Pl...

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. Minimum of 2 years’ experience in a similar Paraplanner or...

Martis Search are representing a Mayfair based start-up “Single Family Office/ Wealth Management company” to hire a joint “Chief Operating Officer (COO)/ Chief Financial Officer (CFO). Our client is ideally looking for either an ACA, ACCA, or CIMA “Fully Qualified Accountant” with ideally

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners. The IFA Administrator will summarise and gather information for Wealth Planners for Recommendation Reports and will be the ...

The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice. Financial Planning administration / Wealth Pl...

This role is based outside the UK and commences in Mauritius in August for 8 weeks before relocation to an international office of your choice.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to la...

The IFA Administrator will provide a high level of administrative support to Wealth Management teams, including Wealth Managers, the Administration Manager and Paraplanners. A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. T...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. Minimum of 2 years’ experience in a similar Paraplanner or...

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group.Here's a bit mor...

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. We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handels...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

This role is based outside the UK and commences in Mauritius in August for 8 weeks before relocation to an international office of your choice.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to la...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

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. We are recruiting for an ACD Private Office Team Leader to join our Wealth Department and lead the Handels...

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

Would you like the opportunity to join aleading international law firm working with high net worth clients? Partner - Private Wealth - Cambridge with flexible/hybrid working Client One of the top private client teams in the UK and recognised by all major guides to the UK legal profession Role To ...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Job Description Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Mana...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Job Description Castlegate is seeking a Compliance Manager.This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments.Supporting the growth of Castlegate Financial Mana...

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.