Wealth Manager jobs in Merseyside

A leading offshore law firm is seeking a Trust and Private Client lawyer to join its Private Wealth team in the Cayman Islands. The position requires advising UHNW individuals on wealth management and trust matters. Candidates should have a minimum of 3 years' PQE and be admitted in the UK or a Commonwealth jurisdiction. Attractive tax-free salary, comprehensive benefits, and a relocation package...

A leading business advisory firm in Trowbridge is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. The role involves managing a diverse portfolio, ensuring precise compliance and advisory services, and leading a team to deliver exceptional client care. Candidates should have extensive knowledge of inheritance tax and strong...

Wealth Management Admin – Liverpool (Hybrid) Job Type: Full-time or Part-time (min. 25 hours per week) Salary: £26,000 – £28,000 per year Location: Liverpool (Hybrid working available) A well‐established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced...

You will be someone with: - Qualified ACA/ACCA/ICAS Qualified or overseas equivalent. - Educated up to degree level or CTS. - Experience supervising and coaching junior members of staff on site. - Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements.

You will be a key figure in the business overseeing all operational functions alongside the Director and play a key role in project delivery. They have an existing commercial and operational function in place who you'll work alongside to ensure projects are delivered on time and within budget.

Ideas | People | Trust Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth...

You will be responsible for managing and advising on discretionary, advisory and managed investment portfolios.

You will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business.

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

You will be based in Newton le Willows, producing and writing reports in respect of the ongoing service provided by the Financial Advisers within the Practice.

You will have the opportunity to progress within the SJP Accreditation framework

You will have the opportunity for career progression over time to undertake paraplanning responsibilities if this is in line with your aspirations.

Job Description Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of...

Senior QA Engineer / Team Lead (C# .Net AWS) London / WFH to £100k Do you have expertise with Test Automation combined with leadership skills? You could be joining a growing and profitable scale-up that is viewed as a leading FinTech disruptor in a senior role that will allow you a great deal of influence and progression. As a Senior QA Engineer / Team Lead you will lead the transformation of...

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...

You will be the first point of contact for our customers, ensuring great relationships are built and a high level of service is always achieved. Through effective end to end hire management, you will contribute to maximising revenue, achieving profit targets, and ensuring customer retention is maintained.

You will approve F&DT deliverables and lead the resolution of F&DT problems through the use of appropriate methods.

You will be responsible for the technical scope of assigned projects and tasks.

You will contribute to engineering solutions and ways of working borne from experience in aerospace, other industries or research environments.

You will be responsible for all aspects of Static Data and Account Maintenance. The position requires close cooperation with all of the Static Data team members, as well as interaction with all other operational areas across the entire business and stakeholder departments (front office, compliance, IT etc), to deliver a high-quality service.

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

You will be able to enjoy all the benefits of working from home, with access to coworking spaces close to you if required (via Hubble membership).

You will have your salary reviewed annually.

You will be covered at four times your salary from day one, paid as a tax-free lump sum to your named beneficiary.

You will be someone with: - ACA/ACCA/ICAS qualified or overseas equivalent. - Educated up to degree level or CTS. - Experience supervising and coaching junior members of staff on site. - Working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements.

You will be a key figure in the business overseeing all operational functions alongside the Director and play a key role in project delivery. They have an existing commercial and operational f...

Ideas | People | Trust Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that...