Funds and Trusts Jobs in UK

Job PurposeTo 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. All advice given to clients must be suitable tailored and personalised to...

Purpose of the job To provide support and assistance to a team of administrators and managers in the provision of professional administration and company secretarial services to a variety of entities for which Ocorian provides services to and at all times comply with the Policies and Procedures of O...

Job DescriptionSenior Contentious Trust & Probate SolicitorSalary:(DOE) Bonus Location: York or North Yorkshire (Hybrid/Flexible Working Supported) Experience: 8 years PQE (Contentious Trust & Probate)Are you an experienced litigation solicitor seeking a senior role in contentious trust and probate...

City Capitalare currently representing a highly respected& fast-growing real estatefinancelender who haveretained ourservices to appoint a confident knowledgeable andsuitablyqualified Senior Lawyer (Securitisation & Funding) to their growing in-house legal team.The CompanyOur clientisrenowned forsu...

Job DescriptionWills Trusts and Probate SolicitorSalary:(DOE) Location: Bradford (other locations also available)Experience: 25 years PQE (Wills Trusts & Probate)An excellent opportunity has arisen for a Wills Trusts and Probate Solicitor to join our clients respected Private Client team in Skipton....

Company:Description:Trainee/Associate Client AdvisorWe have a fantastic opportunity to join our Public Sector Team in our Cardiff office as a Trainee/Associate Client Advisor. This is the perfect role for someone with a strong educational background with ambitions to join an established market leadi...

Are you an experienced Trusts solicitor looking for a senior roleSenior Trusts Advisor- Suffolk with hybrid workingClientA top regional law firm who pride themselves on exceptional client serviceRoleWork on complex and high-quality matters relating to trusts including establishment/registration and...

Job DescriptionTrusts Estates and Tax Managing AssociateSalary:Bonus (DOE) Location: Sheffield Experience: 815 years PQE (Trusts Estates & Tax)An excellent opportunity has arisen for a Managing Associate to join our clients highly ranked Trusts Estates and Tax team in Sheffield. This is an ideal rol...

Business Development Manager - WealthThis is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team working within our Advisory Distribution this role youll be responsible for strengthening and developing relationships with key Independent Financial...

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with militar...

Business Development Manager - WealthThis is a fantastic role for an experienced Business Development Manager to join our Wholesale Distribution team working within our Advisory Distribution this role youll be responsible for strengthening and developing relationships with key Independent Financial...

Company:MarshDescription:Graduate/Associate Client Advisor We have a fantastic opportunity to join our Education Team in Haywards Heath office as a Trainee/Associate Client Advisor. This is the perfect role for someone with a strong educational background with ambitions to join an established market...

This is a job that Jill our AI Recruiter is recruiting for on behalf of one of our customers.She will pick the best candidates from Jacks network.The next step is to speak to Jack.Customer Success ManagerCompany Description: VC-backed wealth tech startupJob Description:As a Customer Success Manager...

Financial Advisor Careers at First Command:Shaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military...

Financial Planner Our client is seeking a skilled and motivated Financial Planner to join a growing team. This role requires a self-driven individual who can listen carefully to clients provide clear advice and support them in achieving their financial goals. You will be responsible for managing an...

What we will offerIf you require this document in an accessible format (e.g. large print) please contact We will offer you a place where you can be yourself and where there are no limits on what you can achieve. With us you can take ownership of your career and have honest conversations throughout....

Please note this position is based in London and this will be the contractual location of the successful candidate other locations cannot be considered.Client Marketing Lead - Global WealthThis is a great job for someone who has proven experience building and optimising strategic client led marketin...

Please note this position is based in London and this will be the contractual location of the successful candidate other locations cannot be considered.Client Marketing Lead - Global WealthThis is a great job for someone who has proven experience building and optimising strategic client led marketin...

Our client is a well respected firm of Chartered Financial Planners in Merseyside Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams and to inform Clients...

If youre looking for a career where you can make a real impression join HSBC and discover how valued youll be.HSBC is one of the largest banking and financial services organisations in the world with operations in 64 countries and territories. We aim to be where the growth is enabling businesses to...