support to selected DIM Partners, from adviser onboarding to ongoing training and management. Acting as a dedicated point.... Person Specification The ideal candidate will have previous experience in an operational, client support or adviser support...
building to the next level. Octopus is a market-leader in tax efficient investments, and we are looking for team members... successful candidate will: Develop and maintain relationships with a network of financial adviser and private bank clients to maximise...
. Responsibilities include Presenting on tax and wrapper-related topics to adviser firms and industry forums Collaborating with Sales... Technical Consultant, you will be the go-to expert on pensions, trusts, bonds, and tax wrappers-delivering technical insight...
growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through... adviser to our clients. You will take responsibility for managing key client portfolio and building and maintaining good...
last 16 years and unlike many of its competitors, can offer wealth planning and estate advice on cross border tax... Strategy Group, and a dedicated DE&I Adviser. We are committed to promoting an inclusive working environment that supports the...
last 16 years and unlike many of its competitors, can offer wealth planning and estate advice on cross border tax... and Inclusion Strategy Group, and a dedicated DE&I Adviser. We are committed to promoting an inclusive working environment...
within Private Client Law and Estate Planning Acting as a trusted adviser to clients on all aspects of private client law..., including wills, trusts, tax, estate planning, probate and powers of attorney. Managing a diverse personal caseload of complex...
, including overseeing outside counsel and closing new relationships. Ensuring compliance with applicable securities and tax laws..., disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees...
industry knowledge and business insights from our wider practice areas of Tax and Advisory. All supported by a global legal... to clients be able to understand the legal solution within the wider picture and keen to become a more rounded business adviser...