Current Opportunities

The quickest and easiest way to automatically be considered for all current and future opportunities in the wealth management and family office sectors is to register on our candidate portal. It only takes 5 minutes and you can update your details at any time.

Please let us know if you are interested in any of the career opportunities in the wealth management and family office sectors. We have over 20 years of experience in the wealth management recruitment industry and work with some of the best and most forward-thinking organisations in London, the UK and internationally.

Our client is seeking an experienced and motivated Tax Manager to oversee tax planning, structuring, compliance, accounting and reporting for a UK Family Office based in London with over 70 beneficiaries.  There is the potential opportunity for the right candidate to run the office in time.  A strong UK tax background is essential with good personal trust and tax experience, a good “audit brain” and a high IQ.  Professional qualifications required: ACA and ideally CTA /TEP.

For a confidential chat about the role or to register your interest, email Alice Hunt at alice.hunt@somerspartnership.com, we look forward to hearing from you.

Please contact us to find out more.

Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business.  The successful candidate will be responsible for the success of the Financial Wellbeing client proposition, including setting the overall strategy and developing the proposition into a full-scale operating model.  The successful candidate will also have responsibility for achieving the client Financial Wellbeing sales targets through the management of marketing and business development opportunities.

For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115, we look forward to hearing from you.

Please contact us to find out more.

Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business.  The successful candidate will be responsible for promoting and selling the Financial Wellbeing service to corporate clients, as well as promoting the wider firm’s products and services.  A good understand of corporate clients is crucial, alongside experience of pitching and building relationships with corporates.

For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115, we look forward to hearing from you.

Please contact us to find out more.

Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business.  The successful candidate will be responsible for proactively managing client and partner relationships post-sale, ensuring they are getting the most out of their Financial Wellbeing platform, as well as serving as a liaison and client advocate.

For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115, we look forward to hearing from you.

Please contact us to find out more.

We are retained by one of the largest and most progressive wealth management organisations, to recruit excellent Investment Directors in London and in all the major cities across the UK. 

For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115, we look forward to hearing from you.

Please contact us to find out more.

We are retained by one of the largest and most progressive combined financial planning and investment management organisations, to recruit excellent Financial Planners in London and in all the major cities across the UK. 

For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115, we look forward to hearing from you.

Please contact us to find out more.

Our client is seeking an Investment Director with public equity portfolios based in the Middle East. 

Please contact us to find out more.

Our client is one of the UK’s largest independent pensions advice and wealth management specialists with a large existing book of UHNW clients.  The firm has ambitious growth plans and is now hiring a Head of Wealth Management (UHNW).  This is a new position and the successful candidate will contribute to value creation, driving market growth and developing the proposition and infrastructure to take to market.  The successful candidate will be a “door-opener” with an excellent UHNW network.

Please contact us to find out more.

We are retained by one of the largest and most progressive wealth management organisations, to recruit excellent Relationship Managers in London and in all the major cities across the UK. 

For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115, we look forward to hearing from you.

 

Please contact us to find out more.

If we don't have an opportunity that interests you at the moment then register your details on our candidate portal and tell us the type of position you would be interested in. We are constantly being approached by companies with new opportunities and will contact you if a suitable position becomes available.

Have you ever wondered what it is like to work for a family office? In our new book 'How to work for a Billionaire', Mark Somers gives you exclusive insight into the often secretive world of family offices, featuring advice from our clients, the Principals of family offices and the people who work for them. With chapters on the different roles in a family office and how to secure one, including how to ace the interview process, this is a must read for anyone looking to work in a family office.

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Family Office Fundamentals: Human Capital Matters

Our latest book, Family Office Fundamentals: Human Capital Matters, is the Principals' guide to creating, staffing and future-proofing your family office. Available to order now, this book provides essential knowledge and insight from 50 of the leading lights from the global family office ecosystem. Order your copy today.

UK and Europe Family Office Compensation Report

Complimentary access to the 2022-23 Family Office Compensation Report for UK and Europe

We have partnered with US based compensation specialists Botoff Consulting, to deliver the first Family Office Compensation Report for the UK and Europe. This comprehensive report gives family offices exclusive access to compensation data from family offices across the UK and Europe and includes compensation data for key roles within the family office alongside insight into how family offices are structured. Access your complimentary copy of the report today.

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Are you interested in working for a Family Office?

Purchase our book - How to work for a Billionaire - to find out more about the secretive world of family offices and what it is like to work in one. With chapters on how to prepare for an interview at a family office and the nuances of working for a family, this is a must read if you are seeking a career in this growing niche market.

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Listen to the Effective Family Office podcast

Mark Somers joined Angelo Robles to discuss working in a single family office for the Effective Family Office Podcast.

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