Funds and Trusts Jobs in UK

Were seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office. This hybrid role will be both within Paraplanning and Associate Financial Planning and is ideally suited to someone who wants to continue progressing down the advisory route while developing dee...

DescriptionApprenticeship Standard:Level 4 - IDA Investment Advice Diploma Department:Wealth ManagementCazenove Capital Salary:27000 pa plus benefits Start date:7th September 2026Location:City of London LondonProgramme Overview:Schroders two-year apprenticeship programmes give school and college lea...

Wealth Manager HighNetWorth & Institutional Clients Location: Hybrid role but predominantly field-based.Most days will involve external meetings with clients introducers or partners.Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration.Salary: Competitive...

DescriptionAbout usStone King is an ambitious and purpose-driven firm specialising in the Business & Social Enterprise Charity Education Faith and Private Client sectors. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients communities and...

DescriptionAbout usStone King is an ambitious and purpose driven firm specialising in Private Client Business & Social Enterprise Charity Education and Faith sectors. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients communities and our...

DescriptionAbout usStone King is an ambitious and purpose driven firm specialising in Private Client Business & Social Enterprise Charity Education and Faith sectors. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients communities and our...

DescriptionAbout usStone King is an ambitious and purpose-driven firm specialising in the Business & Social Enterprise Charity Education Faith and Private Client sectors. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients communities and...

DescriptionA good Financial Planner is not there to sell a product and move on.You make tax less taxing. You dig out value. You help clients thrive and you are looking for a role where placing the client experience is central to everything you do.To you finance is not just a function and you are no...

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...

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....

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....