Private Wealth Manager Huddersfield £80,000 to £100,000 subject to experience My client is a specialist professional financial services business who are looking to recruit a Private Wealth Manager to join their Private Client team. The role will work closely with all departments linking clients with the right expertise. This is more than just an advisory role, it is about relationship building, strategic coordination and acting as a central point of contact for high and ultra-high net-worth clients. Key responsibilities include: Act as the central point of contact for client relationships across the firm, co- ordinating with tax, estate planning, trusts, corporate, wealth and other specialist teams. Organise and manage diaries, client meetings, calls and events for the Private Wealth team. Serve as the primary liaison for clients, building rapport, managing expectations and maintaining regular contact. Network externally and cultivate new relationships with high net-worth individuals, referrers and intermediaries Monitor client satisfaction and gather feedback to help improve service delivery. The Person: Ideally you will have proven experience in a private wealth, high net worth client relationship management or related client facing financial or legal services role. Exceptional interpersonal and networking skills, comfortable with engaging with clients at all levels including senior individuals and professional advisors. Highly organised with outstanding diary, meeting and event management skill Excellent communication skills, both verbal and written with the ability to explain complex concepts clearly. Proactive client first mindset with a drive to deliver exceptional service. To Apply: Please send your CV directly to Stuart at Reward Recruitment Limited or call him directly for a confidential chat.
Jul 07, 2026
Full time
Private Wealth Manager Huddersfield £80,000 to £100,000 subject to experience My client is a specialist professional financial services business who are looking to recruit a Private Wealth Manager to join their Private Client team. The role will work closely with all departments linking clients with the right expertise. This is more than just an advisory role, it is about relationship building, strategic coordination and acting as a central point of contact for high and ultra-high net-worth clients. Key responsibilities include: Act as the central point of contact for client relationships across the firm, co- ordinating with tax, estate planning, trusts, corporate, wealth and other specialist teams. Organise and manage diaries, client meetings, calls and events for the Private Wealth team. Serve as the primary liaison for clients, building rapport, managing expectations and maintaining regular contact. Network externally and cultivate new relationships with high net-worth individuals, referrers and intermediaries Monitor client satisfaction and gather feedback to help improve service delivery. The Person: Ideally you will have proven experience in a private wealth, high net worth client relationship management or related client facing financial or legal services role. Exceptional interpersonal and networking skills, comfortable with engaging with clients at all levels including senior individuals and professional advisors. Highly organised with outstanding diary, meeting and event management skill Excellent communication skills, both verbal and written with the ability to explain complex concepts clearly. Proactive client first mindset with a drive to deliver exceptional service. To Apply: Please send your CV directly to Stuart at Reward Recruitment Limited or call him directly for a confidential chat.
Paraplanner London £42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
Oct 08, 2025
Full time
Paraplanner London £42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
