The Role: The Head of Financial Planning is a pivotal and newly created role, reporting to the business Founders (MD and Head of Growth) of First Wealth, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.
You will lead and develop the team of Financial Planners, ensuring they are consistently delivering exceptional client outcomes as measured by breadth and quality of advice and adherence to regulatory responsibilities.
The successful Head of Financial Planning will be responsible for evaluating and directing the firm's financial planning service to improve the productivity and profitability of the financial planning team.
This is an exciting opportunity for an experienced Associate to join a noted Private Wealth team to advise on UK and international high net worth and ultra high net worth families.
We are looking for a Private Wealth Associate to join a City law firm in their Private Wealth team who are Legal500 ranked.
The multi award winning team also helps international families and UK families with international assets to manage their family structures and plan their futures.
As a Private Wealth Associate, you will have the chance to work closely with experienced professionals, handle a diverse caseload, and contribute to the success of clients' wealth management strategies.
General
This is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.
With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and estate planning, trusts, and estate administration.
You would be joining a growing team working with a range of clients including high net worth clients.
An award winning and Legal 500 Ranked Law firm is currently looking for a Senior Associate to join their well established Private Wealth Disputes team.
The team specialises in dealing with a range of trust, estate and family disputes.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
A well established Private Bank is currently in search of a Wealth Manager to join their London based team.
Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.
In this role, you will play a pivotal part in delivering top-tier investment advice and nurturing client relationships, collaborating closely with the Portfolio Management team.
We are seeking an Associate (Solicitor or Legal Executive) to join our Private Wealth Disputes Team.
This role offers a unique opportunity to manage a caseload of mixed private wealth dispute matters and to contribute to the growth and success of our team.
If you are passionate about providing exceptional legal services with empathy and expertise, we encourage you to apply for this position.