Private Wealth Associate jobs in Bracknell

Job title: Private Client Senior Associate Solicitor Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. Location: Bracknell Salary: £55,000-£70,000+ DOE PQE Level: 5+ PQE Contract Type: Permanent Working Hours: Full-time Are you ready to join an ambitious and expanding firm with big plans for the...

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will be coaching junior staff, preparing & reviewing personal tax returns, and you should be able to demonstrate some basic Personal Tax advisory expertise and knowledge.

Company Description: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice...

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

Job Description We currently require a Presales Consultant to join our established Revenues and Benefits, and Central Government (RBCG) Team. The successful candidate will bring their expertise in NEC’s Revenues and Benefits solutions to support presales activities, including demonstrations, presentations, and solution design. They will have experience with NEC’s Council Tax, Business Rates,...

FIELD SERVICE ENGINEER - Electrical Forecourt Equipment Commercial Drive Through Carwash Equipment - Are you a Field Engineer, Service Engineer, Maintenance Engineer, Electrical Engineer, Electrical Mechanical Engineer? - Can use a Multi Meter? For a market leader who design, manufacture, install & maintain vehicle wash solutions, using the latest technology for their Drive Through Automated...

You will gain a hi-level of exposure to clients and work very closely alongside the Partner. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will support the Senior Client Partner, develop client relationships, and ensure financial advice is tailored to client needs. The ideal candidate will possess strong communication skills and a level 4 qualification or above in financial planning. Benefits include private medical insurance, life assurance, and a generous holiday package.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You will build and manage client relationships while delivering personalized wealth management advice. The role requires excellent communication skills and a Level 4 qualification in finance. Flexibility for remote work and travel within the home counties is possible. A variety of benefits, including private medical insurance and a generous holiday package, are offered.

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into...

Company Description: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice...

You will gain a hi-level of exposure to clients and work very closely alongside the Partner. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.