Client Adviser jobs in Trafford

- Help shape the future of a growing private client team in Altrincham - Tackle high-value estate planning with autonomy and low-volume caseloads - Enjoy a boutique-style approach without the pressure of long hours Ensure you read the information regarding this opportunity thoroughly before making an application. Are you a highly technical private client solicitor who thrives on complex estate...

Role: Employer’s Agent (Remote) – (JPC-75)Location: Remote, (Covering East Midlands & preferably based in any of the following: The Midlands, Derbyshire, Leicestershire, Lincolnshire, Northamptonshire, Nottinghamshire, Rutland)Sector: Public & Private Sector ConsultancySalary: £50,000 - £55,000Overview:Take projects from inception to completion, including Client liaison as Project Manager/Project...

We’re recruiting on behalf of our client, a leading specialist investment trust, who is seeking an experienced Interim HR Advisor for a 9-month fixed term contract. This is a pivotal generalist HR role, supporting the business through change and transformation, while also partnering closely with the HR Manager and Chief People Officer to ensure smooth, compliant and efficient HR operations. Job...

⭐️ Senior IFA Administrator #128205; Manchester (Hybrid)#128176; Competitive Salary An established and growing Independent Financial Adviser (IFA) firm based in Manchester is seeking an organised and proactive Senior IFA Administrator to join its busy support team. This role is ideal for someone with experience in financial services administration who enjoys working in a client-focused...

A leading financial advisory firm in Manchester is seeking a Financial Adviser to join their team and provide excellent service to clients. With a unique remuneration package offering a starting salary of £36,000 - £38,000 plus bonuses, this role provides a structured environment for career development. Candidates should have around 2 years of experience and Level 4 qualifications. The position...

You will be provided with a client portfolio to service and develop. Full administration and paraplanning support provided. Flexible working environment. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified with a proven track record as a Financial Adviser / IFA in a client-facing role, together with strong client servicing and retention skills.

You will work closely with experienced partners and associates, managing your own caseload and assisting on more complex matters. The role will include: - Drafting wills and advising clients on estate planning - Assisting with probate and estate administration - Supporting senior fee earners on complex private client matters

Private Client Solicitor/Legal Executive - Manchester £55,000 - £65,000 Oculus are currently working with a prestigious independent law firm, with strong roots in the North West. This role in particular is Manchester based. They have a Tier 1 ranked Private Client team, as per the Legal 500 and have a stellar reputation when it comes to looking after their staff. This role offers a flexible...

Job Description Private Client Solicitor Location: Warrington Hours: Full Time, Monday Friday, Office based Salary: £35k - £60k DOE Find Your Footsteps Recruitment have teamed up with one of the U.Ks most successful legal firms and are currently supporting them with the recruitment of a private client solicitor within their private client team at their office in Warrington. Role...

You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to; Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary; Corresponding with clients, internal departments and external providers by letter telephone and email;

Senior Private Client Solicitor - Altrincham - salary to £100,000 + Bonus + Benefits PackageA 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...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

Fram is working with a leading national wealth management firm who are looking to engage with senior private client investment professionals in the Manchester region. The role sits at director level and is aligned with the firm's continued focus on high-quality private client relationships and long-term growth within its discretionary investment business. The position involves responsibility for...

A leading accountancy firm in the North is seeking a Tax Senior Manager for its private tax team. This role involves advising a diverse client portfolio, supervising staff, and maintaining high-level tax knowledge while working with well-known brands in the UK. If you are a practice-trained UK tax professional looking to further your career within a Big 4 firm, this opportunity offers valuable...

We are working with a well-established and rapidly expanding law firm in Greater Manchester who are looking to appoint an experienced Wills & Probate Solicitor (5+ years PQE) to join their growing Private Client team.This is an excellent opportunity for a confident solicitor who enjoys managing their own caseload, building client relationships, and contributing to the continued development of a...

Vice President, Client Processing I Location: Liverpool Job Description At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting‐edge AI and breakthrough technologies...

Private Client Solicitor – Senior Associate / Partner Location: Manchester | PQE: 5+ | Working Pattern: Hybrid | Package: Excellent salary + bonus | STEP Qualification: Preferred Play a pivotal role in shaping this leading private client practice A nationally respected law firm is seeking an experienced Private Client Solicitor to join its expanding Manchester team at Senior Associate or...

Alternatively, Grant Thornton At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. And we empower our people with real opportunity, an inclusive culture and work life balance. A true...

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and...

Role: Employer’s Agent (Remote) – (JPC-75)Location: Remote, (Covering East Midlands & preferably based in any of the following: The Midlands, Derbyshire, Leicestershire, Lincolnshire, Northamptonshire, Nottinghamshire, Rutland)Sector: Public & Private Sector ConsultancySalary: £50,000 - £55,000Overview:Take projects from inception to completion, including Client liaison as Project Manager/Project...