Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
A successful and reputable firm is seeking a private client partner to join its thriving department.
Role Requirements
Strong business development and networking skills are advantageous.
Experience: At least 8 years' PQE in various private client matters, including estate planning, wills, lasting powers of attorney, trusts, probate, inheritance tax planning, and deputyship.
Posted by Douglas Scott Legal Recruitment • £80K/yr to £100K/yr
From wills, powers of attorney, court of protection, trusts, estates, inheritance, tax, deputyship, to charities in Gravesend, you will be at the forefront of delivering exceptional service to the firms clients.
As a Private Client Partner, you will play a pivotal role in providing expert legal advice and guidance across a range of private client matters.
If you are someone who thrives in a fast-paced and rewarding work culture, and are ready to take on a new challenge with a competitive salary range then this could be the perfect role for you.
Posted by Olivia Ruella Limited • £40K/yr to £50K/yr
Management of audits, from planning through to completion
A modern and successful, multi-site independent firm of chartered accountants based in North-Kent now has a tremendously exciting new opportunity for either an experienced client manager with a mix of modern Practice experience..
The client manager will manage his/her own mixed portfolio of fees and help drive further growth within this key business area.
Wonderful opportunity to join a leading wealth client as a compliance manager, working across the region with a range of IFA Networks, to assist them on their regulatory requirements.
As a Compliance Manager/Partner your role is to deliver regulatory oversight to appointed representative firms and registered Individuals and ensure Treating Customers Fairly principles are embedded.
The role is key in the identification and resolution of customer, regulatory, reputational, and operational risks, which are a key component in establishing an effective control function.