Senior Wealth Planning Assistant Job at IDEX Consulting Ltd (Worcester)

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

Wealth Planner

We are seeking a Wealth Planner to join our team based in Leeds, at the Senior A...

Location

United Kingdom , Leeds

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Relevant experience within a wealth planning role within financial services industry
Likely to have background in wealth planning or other related functions
Has built relationships with a portfolio of clients and prospects, and comfortable networking
Familiar with defining the right advisory and investment solutions using a broad range of financial instruments, partnering with products and services teams
Understands Risk within context of the role and meets the regulatory obligations, as applicable
Qualified Adviser – Certified as an “Adviser” – specified as a Wealth Planner in accordance with the relevant Training & Competency Scheme. Level 4 as a minimum, Level 6/7 desirable
Proven threshold competent and operate with a full understanding of Risk within a regulatory framework
Fluent in English

Job Responsibility

To be responsible for the management of a portfolio of clients
To be fully competent in providing holistic Wealth Planning advice
To develop and implement an integrated Wealth Planning proposition which will result in the growth of fee income and assets under management for Brown Shipley
To work closely with senior colleagues to ensure that high level Wealth Planning advice is provided to clients of the firm within the areas of: 1. Pensions, 2. Estate Planning, 3. Investment Structuring. 4. Insurance and 5. Cash Flow Planning
To meet agreed revenue and business targets as required by Brown Shipley to meet the company’s agreed business plan
To conduct your business in accordance with FCA Rules and Internal compliance requirements
To manage and deliver high level Wealth Planning advice including pensions and tax based financial products to clients of Brown Shipley, in accordance with established Wealth Planning procedures and the T&C regime of the business
Lives by a Risk Culture – has an excellent understanding of the business and related risks
Provides holistic wealth management advice to support the achievement of the clients’ overall objectives
Results focused, open for business enhancing and developing Quintet’s name and brand

Senior Financial Planner

As a Senior Financial Planner, you will partner closely with an Advisor to suppo...

Location

Canada , Manitoba

Salary:

Not provided

Aplin

Expiration Date

Until further notice

Requirements

CFP designation (required), or a CPA/CA with a commitment to completing the CFP
Minimum of 2 years of relevant experience
Strong technical knowledge and comfort working with financial planning software and complex strategy modeling
Experience supporting full wealth-planning engagements from discovery through plan presentation
Excellent interpersonal and communication skills
Collaborative and relationship-focused mindset

Job Responsibility

Collaborate with an Advisor to deliver comprehensive financial plans through deep client discovery, analysis, and presentation
Support the implementation of wealth strategies in partnership with a team of internal specialists
Champion a client-focused approach that strengthens relationships and enhances the overall client experience
Assist with the planning and delivery of client seminars on financial planning topics
Maintain high professional standards while staying current on financial planning trends, tools, and best practices

What we offer

Competitive compensation and a comprehensive benefits package
Incentive programs
Paid time off
Pension
Employee share ownership options
Opportunity to work alongside a successful, supportive, and collaborative advisory team
A positive, inclusive workplace that values curiosity, creativity, and shared success
Ongoing learning and development opportunities through a robust internal training platform
The chance to be part of an organization that is committed to making a meaningful impact

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Associate Wealth Advisor

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is...

Location

United States , St. Louis

Salary:

70000.00 - 80000.00 USD / Year

Anders Minkler Huber & Helm LLP

Expiration Date

Until further notice

Requirements

Bachelor’s degree
2+ years of financial services experience
Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
A clean U4
Excellent written and verbal communication skills
Expert attention to detail
Strong organizational and time-management skills
Ability to work independently or as a team
Knowledge of financial industry, financial products, and financial planning concepts
Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs

Job Responsibility

Manage and execute both direct portfolio trading and indirect third-party portfolio trading
Develop and implement new client portfolios, assisting Senior Advisors where necessary
Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
Develops mastery of Claris Advisors investment philosophy
Mastery of technology stack offered, including CRM system and custodian websites

What we offer

Professional development opportunities
Benefits that directly impact mental, physical and financial wellness
Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer

Fulltime

Senior Wealth Planning Assistant

IDEX Consulting Ltd

Location:
United Kingdom , Worcester

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 20, 2026

Expiration:
June 25, 2026

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Location:United Kingdom , Worcester

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Job Description:

Job Responsibility:

Requirements:

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Job Posted:
March 20, 2026

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