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...
Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning xujxxms - Supporting advisers with FCA-compliant...
Private Client Adviser - High Net Worth | Bedford | £40,000+ | Hybrid Are you an insurance professional with experience managing mid- to high-net-worth private clients? Do you thrive on delivering a high-touch, service-led experience rather than purely chasing sales targets? This is an exciting opportunity to join a well-established, reputable insurance firm in Bedford. We're looking for a...
Job Description Your new company An award-winning Legal 500 firm, recognised across multiple areas that continues to experience exceptional growth, having doubled in size in recent years. With ambitious plans to keep expanding, the firm offers clear progression routes for talented solicitors at every stage of their career. Its meritocratic culture ensures transparent goals for promotion and...
Job Description This is an exciting opportunity for an experienced trust and private client lawyer to join a leading firm in one of the world’s premier locations for private wealth work. You will be part of a small team with a thriving practice, that wins plaudits for the calibre of work it does, and for its outstanding client service. It will be a varied role, advising UHNW individuals and the...
Job Description Private Client, Wealth Protection Partner Southampton £150,000+ Lead Private Client Partner opportunity with this agile and progressive law firm based in Southampton. Our client has a strong reputation for private client work, advising HNW and UHNW clients with UK and international assets on succession planning, asset and wealth protection, tax, trusts and estates...
Job Description Private Wealth Solicitor - 7+ PQELocation: IslingtonType: Full-time, Permanent | Hybrid WorkingAs a recruiter working closely with a well-established and forward-thinking law firm in Islington, I am currently seeking an experienced Private Wealth Solicitor to join their expanding Private Client team.This is an excellent opportunity for a senior solicitor (7+ years PQE) who is...
We are delighted to be supporting a highly respected, long‑established UK mortgage brokerage, currently experiencing significant national growth. As such we are searching for several experienced Mortgage & Protection Advisers to join their expanding team. You could be part of an award-winning business, known for; unrivalled client service, strong lead flow, and a genuine adviser‑first...
The Opportunity IDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're are investing heavily in the development, performance and long-term success of their Advisers. Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework...
Job Title: Quality Assurance Manager-Wealth Management Location: - Horsham-3Days/week Onsite Duration: 6months+ Contract Inside IR35 700GBP/Day Inside IR35 Key Responsibilities Quality Governance • Define, maintain, and enforce quality standards for product development and operations. • Oversee adherence to the new PDLC across all domain teams. • Conduct quality reviews for requirements,...
An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. The role sits within a highly visible team that supports a broad range of new and existing products and services, including funds, investment management, and financial planning. You will advise...
An excellent opportunity has arisen within the Wealth Management division of a leading Investment Bank for an experienced Compliance Advisory professional with a strong background in Financial Services. The role sits within a highly visible team that supports a broad range of new and existing products and services, including funds, investment management, and financial planning. You will advise...
Senior Private Client Solicitor - Altrincham - salary to £100,000 + Bonus + Benefits Package A well-established, full-service regional firm with an outstanding reputation for high-quality private client work is looking to recruit an ambitious private client solicitor (4+ years PQE) ready to step into a genuinely strategic role with real influence, visibility and a defined pathway to...
CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER) London (City) Salary up to £75k + benefits including equity (DOE) Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their...
Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER - Producing comprehensive suitability reports and financial planning documentation - Conducting technical research across pensions, investments, protection, and retirement planning - Supporting advisers with FCA-compliant...
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...
CHARTERED SENIOR PARAPLANNER (CLIENT FACING AND ROUTE TO ADVISER) London (City) Salary up to £75k + benefits including equity (DOE) Our client is a highly respected Chartered Wealth Management firm that specialises in the HNW to UHNW space. They have a demonstrable track record of year-on-year organic growth within this niche marketplace and are in the enviable position of gaining all their...
Job Description Your new companyAn award-winning Legal 500 firm, recognised across multiple areas that continues to experience exceptional growth, having doubled in size in recent years. With ambitious plans to keep expanding, the firm offers clear progression routes for talented solicitors at every stage of their career. Its meritocratic culture ensures transparent goals for promotion and...
Job Description Private Client AssociateLocation: Exeter - hybridSalary: £85-95,000+ DOEOVERVIEWA 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...
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...