Client Book - 37+ job offers

IDEX Consulting

£60,000 - £85,000 /year

We're working with a well-established insurance business to appoint a Client Director to take on an existing portfolio of mid-market commercial clients. This is a role centred on ownership, continuity, and trusted relationships-ideal for someone who takes pride in looking after clients properly and

mbf.

£55,000 - £70,000 /year

We are currently recruiting for an experienced Financial Adviser to join a highly successful, well-established Financial Planning practice based in Exeter. This is a fantastic opportunity to become part of a friendly, supportive and forward-thinking firm with an excellent reputation in the market. T

Job Introduction *What is the role?** As a Senior Personal Shopper, our mid-tier of personal shopper, you will be responsible for managing and growing relationships with Selfridges’ core personal shopping customers, including our VSPs and VVSPs tiers, along with new high-net-worth clients shopping b

Job Introduction What is the role? As a Senior Personal Shopper, our mid-tier of personal shopper, you will be responsible for managing and growing relationships with Selfridges’ core personal shopping customers, including our VSPs and VVSPs tiers, along with new high-net-worth clients shopping by a

Foster Denovo

A leading financial advisory firm in Glasgow seeks an experienced Financial Adviser to manage an existing book of business. All candidates should make sure to read the following job description and information carefully before applying. The role involves building strong client relationships, ensurin

Weatherbys Ltd

A prominent banking institution in the UK is seeking a Senior Private Banker to grow a book of high-net-worth clients. Are you the right candidate for this opportunity Make sure to read the full description below. This role involves building long-term relationships and providing clear guidance acros

Foster Denovo

A leading financial advisory firm in Glasgow seeks an experienced Financial Adviser to manage an existing book of business. The role involves building strong client relationships, ensuring compliance with financial advice standards, and generating new leads. The ideal candidate will have excellent i

Liberty Towers

A specialized brokerage firm in Greater London is seeking an experienced Account Executive to manage and grow an established client portfolio. Responsibilities include leading renewals, advising clients on cover structures, and ensuring high service standards. The ideal candidate has at least 3 year

mbf

We are currently partnering with an established and rapidly growing national wealth management firm to recruit a Junior Financial Adviser to join their expanding team. This opportunity is ideal for an adviser with around 1+ year of regulated advice experience who is looking to develop their career w

Barker Munro Recruitment Ltd

A leading brokerage in North London is seeking a High Net Worth Insurance Broker to manage and develop a portfolio of affluent clients. This role involves converting new business leads, providing tailored advice, and negotiating competitive terms with insurers. A supportive environment with career p

Skybound Wealth Management

A global financial advisory company is seeking an experienced Private Wealth Adviser to join its UK team in Bournemouth. This role focuses on building and growing a client base through referrals and proactive outreach, while delivering comprehensive financial advice in investments, tax, and estate p

Weatherbys Ltd

A prominent banking institution in the UK is seeking a Senior Private Banker to grow a book of high-net-worth clients. This role involves building long-term relationships and providing clear guidance across banking, lending, and investment needs. Ideal candidates will have a proven track record in p

Hoxton Wealth

A leading wealth management firm in the UK seeks experienced FCA authorised Financial Advisers. This client-facing role allows you to manage and grow your own book of high-net-worth clients. Successful candidates will have an existing client bank and the ability to deliver comprehensive financial pl

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Private Client Manager (Client book required) Job Introduction What is the role? As a Private Client Manager, you will be responsible for cultivating and managing relationships with Selfridges' most val

Selfridges

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Private Client Manager (Client book required)Job IntroductionWhat is the role?As a Private Client Manager, you will be responsible for cultivating and managing relationships with Selfridges' most valuab

A leading national wealth management firm is seeking an experienced Financial Planner for their Cardiff office. This opportunity offers management of a £60m client book and the potential for exceptional earnings. The ideal candidate will have experience in delivering regulated financial advice, mana

IDEX Consulting

A leading financial advisory firm in Edinburgh is seeking a driven Financial Adviser with around 2 years of experience. This role involves building client relationships and delivering exceptional financial guidance. You will inherit a strong client base while cultivating your own business within a p

A well-established insurance brokerage in the UK is seeking experienced Account Executives to build and manage a book of clients. This role uniquely offers earnings based on client value without the need to start independently. Ideal candidates should have a strong commercial mindset and a proven tr

A leading publishing company is searching for an Editorial Project Manager in London. This role entails managing 60-80 concurrent projects, providing exceptional customer service, and acting as a liaison among clients and internal teams. The ideal candidate should have 1-2 years of project managemen

A progressive financial planning firm in South Wales is looking for an experienced Financial Adviser to manage and develop an established client bank. The ideal candidate will possess a Level 4 qualification and proven experience with high-net-worth clients, excelling in communication. The role offe