Posted by BWD Search & Selection • £70K/yr to £90K/yr
Taking over an existing client base, and working with both internal and external introducers, you will advise high net worth clients (typically £1M) on, often complex, holistic financial planning.
The Wealth Planning division of a mid-sized, independently-owned Wealth Management firm in London who are looking to recruit a Wealth Planner to their team.
Candidate must hold CII Chartered Status, or be on the cusp of achieving this.
Posted by IDEX Consulting Ltd • £80K/yr to £90K/yr
Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives
The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.
You will be capable of building relationships with both new and existing private clients.
Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for.
Posted by Burgh Recruitment Ltd • £23K/yr to £27K/yr
Are you an enthusiastic Wealth Administrator eager for your next role?
Could you fulfil a vital support function within a busy Financial Services office?
If you have previous experience in Financial Services and want to progress further, you could be working as part of a team at a highly respected Appointed Representative of St. James's Place Plc.
Posted by Clark James Recruitment • £35K/yr to £45K/yr
We are looking for candidates with specific High Net Worth/VIP Motor or Household Insurance Broking or underwriting experience, please don't apply if you don't have the relevant knowledge.
Hybrid home/Richmond based -Due to expansion Clark James have been approached by a large, stable and successful Insurance broker who are looking for a new High Net Worth/Personal Lines Insurance professional to help expand their team who are writing high levels of business.
Must have HNW motor/household technical knowledge.
Posted by Claims Recruitment Services • £50K/yr to £55K/yr
Negotiable Salary Excellent Benefits
We are currently recruiting for a High Net Worth Underwriter on behalf of our client, one of the leading brands in the UK insurance market.
The role will focus on underwriting Art and Private Client products, working across both direct and broker distribution channels, and Household, Motor and Travel insurance policies.