Wealth jobs in WatfordCrear alertas

We are looking for an experienced and ambitious manager with a solid background in accounting and tax. Their UK presence includes more than 50 professionals delivering services across audit, tax compliance and advisory, bookkeeping, accounting, payroll, company secretarial, and wealth management. Ma

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales. 💼 The Opportunity You’ll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers. With thousands of loyal existing clients and a steady flow of new ones, you’ll have the perfect balance of opportunity and stability. This is a consultative, relationship-driven role - focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families. 🤝 What Makes This Different • Truly consultative environment – no cold calling, no high-pressure sales, • Warm, qualified leads from a trusted HNW client base, • Six-figure OTE that’s genuinely achievable, • Long-term client relationships and exceptional retention rates, • Strong culture of trust, learning, and professional development 🔍 Your Role • Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations, • Work exclusively with pre-qualified, high-net-worth clients, • Conduct in-depth fact-finds to understand each client’s unique needs and priorities, • Provide clear, thoughtful recommendations with full compliance and documentation, • Build enduring relationships as a trusted adviser, not a product seller, • Engage in a structured training and development pathway to support long-term career growth 🌱 What You’ll Bring • Experience in Life Insurance or Protection advice, • A strong commitment to client care and ethical practice, • Excellent communication and listening skills, • The ability to simplify complex options and build client confidence, • A mindset focused on long-term value, not short-term wins 💷 What’s on Offer • Competitive base salary with clear progression, • Excellent, achievable commission structure, • Comprehensive benefits (pension, generous holidays, perks), • Supportive, collaborative team culture - no internal competition, • A respected brand, outstanding client base, and a business that invests in its people If you’re ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued - this is your opportunity.

Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities? Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales. Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help. The Opportunity: Through hands-on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes-let us know! The Day-to-Day: • Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?, • Speak to High net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggesting the relevant next steps, • Use a sales CRM to manage the sales pipeline and record information on prospects, • A desire to get started in Financial Sales and progress to a further role The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognized European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: • 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer), • 28 days annual leave (pro rata), with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays, • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees (employees who have been with the firm for 42 weeks or longer)., • A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer), • Employee Assistance Program and other emotional wellbeing services

The Opportunity: As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development. The Day-to-Day: * Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients * Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents * Partner with the insurance company to complete administrative and operational requests for clients * Perform ad-hoc projects and brainstorm process improvements to support a growing department Your Qualifications: * A university degree or equivalent combination of education and experience * Native French language proficiency and proficiency in English ( Recruitment process will be in English) * You are engaging and can connect with a wide array of audiences by phone and email * Commitment to maintain quality of work while sticking to a timeline * You meet challenges head-on. You learn from your setbacks and work towards improvement * Eager to work in an autonomous environment to support client needs Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians. It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents, • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays, • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees, • $10,000* fertility, hormonal health and family-forming benefit, • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions, • Gym subsidy of up to £50 per month, • Employee Assistance Program and other emotional wellbeing services, • A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Product Owner OMS / Trading Systems.Hybrid | Central London | Salary up to £90,000 + bonus + benefits.A product-led financial technology organisation is hiring a Product Owner to support the ongoing development of Order Management Systems / OMS and trading platforms used within the asset and wealth

Assist in the development and execution of reward strategy and compensation design. Participation in annual external reward benchmarking surveys - job matching to Aon Radford and Compeer surveys. The Reward Partner supports the delivery of compensation and benefits programmes within a Wealth Managem

We can also offer Hybrid, office based if near the office or Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time.

Moneybox is the award‑winning app that helps you turn your money into something greater.We’ve brought saving, investing, home‑buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point.Moneyb

Family Solicitor | Luton, Bedfordshire | Full Time | £35,000 - £50,000 per annum. With a wealth of experience and knowledge in areas including domestic abuse, family, and children's law, their experts are p.

Permax Recruitment is proud to be supporting a fast-growing and forward-thinking Chartered Accountancy and outsourcing group in their search for a Head of Practice Management.Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.With over 30 years of establishment and ambitious growth plans to quadruple in size over the next five years, this dynamic firm is seeking a like-minded professional to join them on their journey.Their UK presence includes more than 50 professionals delivering services across audit, tax compliance and advisory, bookkeeping, accounting, payroll, company secretarial, and wealth management.Group Manager We are looking for an experienced and ambitious manager with a solid background in accounting and tax.You will manage a portfolio of clients across various sectors, overseeing end-to-end financial compliance, and leading a team of seniors and juniors.This is an opportunity for someone who wants hands-on business exposure, accountability, and room to grow.Key Responsibilities Manage a client portfolio, delivering a full range of accounting and tax services with minimal supervision.Prepare management accounts for large clients and final financial statements with full disclosures and working papers.Prepare tax computations across corporate, individual, VAT, and capital gains.Provide basic tax advisory support where needed.Act as a key point of contact for your clientsconfidently presenting and explaining deliverables and adding value through advisory input.Lead and mentor a team of qualified and part-qualified staff, ensuring high-quality delivery and continuous development.Use software such as IRIS, Xero, QuickBooks, and other practice management systems to streamline service delivery.Champion the use of technology in client services and internal operations.Maintain strong client satisfaction scores through timely, accurate, and strategic delivery.Work closely with partners and directors to identify opportunities for additional services and growth within accounts.What Were Looking For ACA or ACCA qualified with at least 3 years post-qualification experience.Experienced in end to end accounting, including producing final sets of Financial Statements with full disclosures and completed supporting working papers- FRS 102(1A) Preparation of tax computations (Corporate, Individual, VAT and Capital Gains) and some experience of advising clients on tax matters Prior experience managing a team in a practice environment.Commercial mindset with a proactive approach to client service and business development.Familiarity with cloud accounting software and modern practice tools.Strong leadership qualities and a drive to lead by example.Whats On Offer Competitive salary with a performance-based bonus scheme. xjlbheb Significant business exposure and career progression opportunities.Pension, Private Health and Employee Share Scheme after year one.

Paraplanner / Financial Adviser Support.This is an excellent opportunity to join a well-established organisation that provides comprehensive wealth management and financial planning services to a diverse client base.The successful candidate will play a key role in supporting Financial Advisers by pr