11 Wealth Management jobs in Sheffield.

Hiring now: Technology Development Un @ Markel, Sr Surveyor Valuation @ Cushman Wa, Private Client Tax Asst M @ Sw, Ops Admin @ Titan, Tax Tech @ Titan Priv, Financial Adviser Support @ Titan Weal, Sr Portfolio Mgr @ Titan Weal, Financial Adviser Support @ Titan Weal.Explore more at jobswithgpt.com.

🔥 Skills

portfolio management (5) investment management (4) financial planning (4) wealth management (4) Advisory (2) report writing (2) client relationships (2) Private Tax (2) Trust clients (2) tax compliance (2)

đź“Ť Locations

Harrogate (7) Leeds (4)
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Markel

Technology Development Underwriter Leeds
Skills & Focus: Underwriting, Broker relationships, Technology, Professional Indemnity, Commercial Combined, Liability classes, CRM system, New business service, Coaching and mentoring, Pension scheme
About the Company: Markel Corporation (NYSE – MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist adviso…
Experience: Proven relevant underwriting experience in an underwriting role and demonstrable technical skills
Salary: Great salary plus car allowance & generous quarterly bonus
Type: Hybrid
Benefits: 25 days paid holiday (pro rata) plus Bank Holidays, opportunity to buy/sell extra leave, fantastic company pension sche…

Cushman & Wakefield

Senior Surveyor - Valuation Leeds
Skills & Focus: valuation, Advisory, fund, loan security, clients, report writing, client relationships, team development, marketplace profile, asset inspection
Experience: Good property market and wider economic and business knowledge; Excellent report writing skills; Strong planning, organisational and communication skills; Able to work under own supervision but also as part of a wider national valuation team.
Type: Full time

S&W

Private Client Tax Assistant Manager Leeds
Skills & Focus: Private Client Tax, Advisory, Compliance, Tax Planning, Client Relationships, Financial Performance, Business Development, Networking, Professional Qualifications, Client-Focused
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 …
Experience: Experience within a professional services or accountancy firm, ideally in a private client tax environment.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role depende…
Assistant Manager - Private Clients Tax (Trusts) Leeds
Skills & Focus: Private Tax, Trust clients, tax compliance, planning work, client compliance, annual tax, portfolio management, report preparation, ad-hoc questions, communication skills
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 …
Experience: Experience gained within a professional services firm.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role depende…

Titan Group

Operations Administrator Harrogate
Skills & Focus: operational administration, portfolio management, investment management, wealth services, financial planning, trading, settlement, custody services, client relationships, Harrogate
About the Company: The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, tr…
Type: Full-time

Titan Private Wealth

Tax Technician Harrogate
Skills & Focus: tax, taxation, portfolio management, personal taxation, income tax, capital gains tax, inheritance tax, trust taxation, VAT, National Insurance
About the Company: Titan Private Wealth is a well-established independent investment management business that provides portfolio management and stockbroking services to private c…
Experience: Entry-level position
Type: Full-time
Benefits: Support for further studies towards CTA qualification – Chartered Tax Advisor

Titan Wealth

Financial Adviser Support Harrogate
Skills & Focus: financial planning, investment management, wealth management, employee benefits, retirement planning, client support, financial advice, FCA rules, product advice, strategic acquisitions
About the Company: Titan Wealth provides a broad range of services across the whole wealth value chain, including financial planning, investment management, platform, trading, se…
Type: Full-time

Titan Wealth Group

Senior Portfolio Manager Harrogate
Skills & Focus: portfolio management, investment management, discretionary basis, advisory basis, client agreement, asset management, financial planning, wealth management, investment strategies, fund management
About the Company: Titan Wealth Group is a regulated wealth and asset management business bringing high quality execution and administration to the wealth management sector.
Experience: Senior level experience in portfolio management and investment advisory.
Type: Full-time

S&W

Assistant Manager - Private Clients Tax (Trusts) Harrogate
Skills & Focus: Private Tax, Trust clients, tax compliance, planning work, client compliance, annual tax, portfolio management, report preparation, ad-hoc questions, communication skills
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 …
Experience: Experience gained within a professional services firm.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role depende…

Titan Wealth Partners

Financial Adviser Support Harrogate
Skills & Focus: financial planning, investment management, wealth management, employee benefits, retirement planning, financial advice, FCA rules, client support, strategic acquisitions, modular services
About the Company: Titan Wealth Partners (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retiremen…
Technical Service Advisor Harrogate
Skills & Focus: technical service, advisers, professional experience, report writing, suitability reports, client needs, Paraplanning team, report templates, financial goals, wealth management
About the Company: Titan Wealth Partners (TWP) is a subsidiary of Titan Wealth, focusing on best-in-class advice on wealth management, employee benefits, and retirement planning,…
Type: Full-time