Wealth Specialist jobs in Reading

You will manage a varied caseload of Private Client matters, including:Wills and estate planningProbate and estate administrationLasting Powers of AttorneyTrusts and tax planningYou’ll have the autonomy to build strong client relationships while receiving support from a collaborative team.

Technical Paraplanner – National Independent Financial Advice Firm (Hybrid)Location: ReadingSalary: Competitive + benefitsType: Full-time, permanentA highly regarded, independent wealth-management firm is looking to hire an experienced Paraplanner to join a high-calibre technical team supporting high-quality advisers and HNW clients.This is a genuinely technical paraplanning role, not...

Provide high‑quality support to fee earners within the Private Wealth team, ensuring the smooth delivery of client services and comprehensive administrative assistance across the department.The candidate must be comfortable dealing directly with HNW and UHNW clients, demonstrating exceptional professionalism, discretion and confidence in all communications.Experience/ Attributes requiredPrevious...

You will have experience of working with customers within the Construction sector and high profile, large customer accounts is an absolute must. We want to see people who have had longevity in their roles and can demonstrate success within these.

You will influence strategy, own sector growth and share in our overall business success through our Employee Ownership Trust structure, which rewards sustained performance and contribution. Key Responsibilities - Build and execute a sector growth plan for Retail Banking, Insurance, Wealth Management, Payments or Fintech.

You will report into the Team Partners and work closely with Directors.

Head of Origination – DB pension scheme consolidation Join to apply for the Head of Origination – DB pension scheme consolidation role at Isio 1 day ago Be among the first 25 applicants We're growing and want you to be a part of our journey. Isio is the market leader in operational consolidation; we enable UK based DB pension schemes to run more efficiently and effectively by using their...

You will report into the Team Partners and work closely with Directors. General responsibilities - Work with Managers, Senior Managers, Directors and Partners within both AQD, the Audit Stream and across the wider firm - Maintain and encourage an open and constructive environment in which to provide technical accounting support and advice

You will report into the Team Partners and work closely with Directors. General responsibilities - Work with Managers, Senior Managers, Directors and Partners within both AQD, the Audit Stream and across the wider firm - Maintain and encourage an open and constructive environment in which to provide technical accounting support and advice

The Role Deal Advisory Tax provides market leading services to both Financial and Corporate investors. Whilst we have teams focused on clients in our three performance groups of Financial Services, Corporates and National Markets, we are a national and connected team, working and learning with each other. Financial Services: We work with private equity, infrastructure, and real estate funds as...

You will be part of a local team, supported by two Senior Managers, a Director and a Partner but given the autonomy and time to develop your personal business as part of that team. You'll be someone with:

The Role Deal Advisory Tax provides market leading services to both Corporate and Financial investors. Whilst we have teams focused on clients in four key markets Corporates; Private Equity & Credit; Real Estate and Energy & Infrastructure, we are a national and connected team, working and learning with each other. Corporates: We work alongside some of the most forward-thinking FTSE 100 and 250...

You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people.

You will need to have achieved the academic qualifications.

You will also provide assistance to Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

Technical Paraplanner – National Independent Financial Advice Firm (Hybrid)Location: ReadingSalary: Competitive + benefitsType: Full-time, permanentA highly regarded, independent wealth-management firm is looking to hire an experienced Paraplanner to join a high-calibre technical team supporting high-quality advisers and HNW clients.This is a genuinely technical paraplanning role, not...

You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

Technical Paraplanner – National Independent Financial Advice Firm (Hybrid)Location: ReadingSalary: Competitive + benefitsType: Full-time, permanentA highly regarded, independent wealth-management firm is looking to hire an experienced Paraplanner to join a high-calibre technical team supporting high-quality advisers and HNW clients.This is a genuinely technical paraplanning role, not...

You will work with great people and great clients in a vibrant and innovative team.

You will regularly engage with stakeholders at all levels, so it is important that you are able to clearly articulate complex tax issues and develop effective solutions and relationships with clients.

Technical Paraplanner – National Independent Financial Advice Firm (Hybrid)Location: ReadingSalary: Competitive + benefitsType: Full-time, permanentA highly regarded, independent wealth-management firm is looking to hire an experienced Paraplanner to join a high-calibre technical team supporting high-quality advisers and HNW clients.This is a genuinely technical paraplanning role, not...

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead...