Personal Adviser Jobs

Private Client Tax Solicitor

The Private Client Tax Solicitor will play a key role in delivering strategic, h...

Location

United Kingdom , Combe

Salary:

65000.00 - 75000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

STEP and/or CTA qualification (or be actively pursuing either)
Know across IHT, CGT, income tax, and trust planning
Confidence in advising on personal tax compliance, domicile status, and maybe non-dom planning
Outstanding communication skills and a proven ability to engage clients and colleagues alike
A collaborative, flexible working style suited to a close-knit, entrepreneurial team

Job Responsibility

Inheritance Tax & Estate Planning
Capital Gains & Income Tax Advisory
Trust Structuring & Compliance
Personal Tax, Domicile & Non‑Dom Issues
Cross-Team Collaboration
Client Relationships & Thought Leadership

What we offer

Meaningful Impact
High-Calibre Colleagues
Flexibility & Autonomy
Professional Development

Financial Planning Analyst

We are offering an exciting opportunity for a Financial Planning Analyst in Hous...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
CFP Designation
Proficiency in financial planning and strategy
Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
Proficient in spreadsheets, databases, and financial software applications
Strong analytical skills to assess data, facts, and figures used to develop strategies
Exceptional communication skills to effectively convey financial information to non-financial colleagues
Ability to work independently and collaborate effectively as part of a team

Job Responsibility

Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities
Analyze clients' financial goals, risk tolerance, and retirement needs
Prepare personalized financial plans based on clients' short- and long-term goals
Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts
Help clients determine how much they need to save for retirement and create a strategy to meet those targets
Plan for retirement income strategies and minimizing tax liabilities in retirement
Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities
Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance
Provide guidance on charitable giving strategies to support clients’ philanthropic goals
Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Insurance Advisor

We're recruiting for a respected, community-focused firm with decades of success...

Location

United Kingdom , Taunton

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience in insurance or another regulated industry
Great people skills and a consultative approach
Self-motivated and goal-oriented
Cert CII qualified or willing to work towards it

Job Responsibility

Advise clients on personal and commercial insurance products
Build lasting relationships through trust and clear communication
Identify new business opportunities through networking and referrals
Work collaboratively with a supportive team

What we offer

28 days holiday + bank holidays
birthday off
pension
bonus scheme
wellbeing perks
enhanced sick/parental leave
study support
paid volunteering days

Fulltime

Legal Counsel

We are looking for a mid-level Legal Counsel (m/f/d) to help Appinio sustain its...

Location

Germany , Hamburg

Salary:

Not provided

Appinio

Expiration Date

Until further notice

Requirements

3+ years of experience in privacy and data protection, ideally gained in-house
Strong knowledge of EU and German data protection law (GDPR, BDSG, TTDSG)
Experience in commercial contracting and general corporate compliance
Ideally a fully qualified German lawyer (Volljurist) who has completed both state examinations (Zweites Staatsexamen)
Confident in advising on both EU and international level
Confident advising internal stakeholders across Product, Research, Tech, and Commercial
Excellent legal drafting skills in German and English
Proactive, analytical, and comfortable working independently
Curious about the intersection of privacy, technology, and AI
Based in Europe (ideally in Germany, Spain, or the UK)

Job Responsibility

Advise on EU GDPR, and other privacy laws across the UK, US, and LATAM
Draft, review, and negotiate Data Processing Agreements (DPAs) and Standard Contractual Clauses (SCCs)
Manage Data Subject Rights Requests (access, deletion, portability, etc.) within statutory deadlines
Oversee Data Protection Impact Assessments (DPIAs) and ensure privacy-by-design in product and research processes
Monitor cross-border data transfers and manage Transfer Impact Assessments (TIAs)
Maintain and enhance Appinio’s internal privacy policies and compliance frameworks
Conduct internal audits and risk reviews, driving continuous improvement
Track new regulatory developments and translate them into actionable business guidance
Partner with commercial legal to ensure contracts align with privacy obligations
Support due diligence processes and respond to client security and privacy questionnaires

What we offer

Flexibility Policy - no hard cap on the number of vacation days
Temporary work from abroad - up to 180 days per year (if based in EU)
All the hardware you need and your own MacBook
Deutschland ticket or access to a mobility budget (if located in Hamburg or Berlin)
Subsidised Urban Sports Club membership (if located in Germany or Spain)
Access to Co-working spaces (if located in Hamburg, Berlin, Munich, London, Madrid, Barcelona, or New York)

Fulltime

Immigration Solicitor

A well-established law firm is seeking a passionate and ambitious Immigration So...

Location

United Kingdom , Manchester

Salary:

35000.00 - 45000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

4+ years' PQE with substantial experience in immigration law, ideally within a reputable regional or national firm
A genuine passion for immigration law and commitment to achieving the best outcomes for clients
Strong drafting and advocacy skills, with the ability to provide strategic legal advice
Confidence in handling complex cases, including those involving vulnerable clients, with sensitivity and care
Ability to work independently while collaborating effectively as part of a supportive team
Excellent organizational and problem-solving skills, ensuring deadlines and client expectations are consistently met
Familiarity with Proclaim (desirable but not essential)

Job Responsibility

Managing a varied caseload of private immigration matters, ensuring expert representation and high-quality client service
Drafting detailed legal representations and preparing complex UK immigration applications, appeals, and litigation cases
Advising on all aspects of personal and business immigration, including right-to-work issues, sponsor license applications, and compliance matters
Building and maintaining strong client relationships, handling day-to-day communications with professionalism and efficiency
Working in a fast-paced, dynamic environment while ensuring meticulous attention to detail and excellent case preparation
Contributing to the ongoing growth and development of the firm’s immigration practice

Fulltime

Cpc Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Identify and pursue new business opportunities within the high-net-worth segment
Leverage existing networks and referrals to expand the client base
Partner with internal specialists to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Provide clients with informed perspectives and recommendations
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/ Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Identify and pursue new business opportunities within the high-net-worth segment
Leverage existing networks and referrals to expand the client base
Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Provide clients with informed perspectives and recommendations
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Identify and pursue new business opportunities within the high-net-worth segment
Partner with internal specialists to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Personal Adviser

Randstad

Location:
United Kingdom, Belfast

Category:
-

Contract Type:
Not provided

Salary:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 08, 2025

Expiration:
April 19, 2025

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