Wealth management director Work, Jobs in Helmshore, Lan (with Salaries)

High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Player Protection Manager
Grace Media —Manchester
- £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Travel
Quick apply
11d
Senior Commissioning Manager
Salford Council —Salford
- £56,288 - £58,267 a year
- Human resources
Partnerships Director
Charles Stanley —Manchester
- Full-time
- Business development
- Financial services
- Leadership
Associate - Insolvency
Trowers & Hamlins —Manchester
- Full-time
- Hybrid work
Quick apply
13d
Corporate Tax Manager
Sedulo —Manchester
- £60,000 - £75,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Communication skills
- Tax experience
- Health & wellbeing programme
- Annual leave
Quick apply
6d
Deal Support Executive
K3 Advisory Group —Bolton
- £27,000 a year
- CRM software
- Sales
- Customer service
Quick apply
Building Control Group Leader
Salford Council —Salford
- £59,255 - £61,343 a year
- Leadership
- Communication skills
15h
Senior Vice President, AI Product Management
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Presentation skills
- Product management
- Financial services
13d
Hire Desk Manager
Nationwide Platforms —Birchwood
- Sales
- Customer service
- Team management
- Free parking
6d
Senior Service and App Owner
Salford Council —Salford
- £47,181 - £50,269 a year
- Remote
- AutoCAD
- Project management
- Communication skills
5d
Drainage Engineer
SLR Consulting —Manchester
- Full-time
- AutoCAD
- Annual leave
- Life insurance
RBC Brewin Dolphin - Director, Intermediaries Services and Strategy
Royal Bank of Canada —Manchester
- Full-time
- Management
- English
- Business development
3d
Client Accountant
Thomas and Co international —Manchester
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Accounting
Quick apply
3h
Digital & Social Media Marketing Manager
Prosperity Network Ltd —Warrington
- £32,000 - £36,000 a year
- Full-time
- Social media management
- In-person
- Leadership
Quick apply
10d
Transport Planning Director
SLR Consulting —Manchester
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Life insurance
Veterinary Surgeon - Small Animal
IVC —Blackburn
- £35,000 - £65,000 a year
- Full-time
- IT
- Annual leave
- Employee discount
Principal Drainage Engineer - Transport Engineering
SLR Consulting —Manchester
- Full-time
- Business development
- Project management
- Mentoring
- Annual leave
- Life insurance
Hybrid BA-Project Delivery
Kaleida —Manchester
- SQL
- Analysis skills
- Travel
- Free parking
- Annual leave
Clinical Director
mydentist —Radcliffe
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
4d

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wealth management director jobs near helmshore, lan

High Net Worth Underwriter

Together -
Cheadle

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Underwriting
Tax experience

Full job description

Company Description

Benefits of working at Together

26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
Free access to company holiday homes
Buy & sell holidays
Discretionary annual bonus plus an additional Shared Reward Bonus
Matched pension contribution
Health cash plan plus Private medical insurance
Life assurance and Critical illness cover
Travel season ticket loans and Ride to work scheme
Free local gym access
Local bar / restaurant discounts

–––––––––––––

Company Description

We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans.

We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 900 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.

Job Description

As a High Net Worth Underwriter, we are looking for someone who is capable of unpicking complex financial webs to prove a customer can afford their debt. Allowing you to accurately underwrite, mandate and complete mortgage and secured loan applications for High Net Worth individuals as part of our Premier Service. Focusing on service delivery by following group lending criteria, policies and procedures, you will proactively manage customer and broker relationships whilst delivering a seamless level of service to increase future business.

As a High Net Worth Underwriter, we are looking for someone to:

Interpret full statutory accounts (Ltd/LLP), specifically tracking how money moves between entities via dividends, director loans, and management charges
Reconstruct net income from diverse streams (trading profits, vesting, and carried interest) and assessing its long-term sustainability through multi-year trend analysis and stress testing
Have working knowledge of UK personal and corporate tax (S455, SA302s, and dividend vs. salary) to understand how tax planning impacts actual cash flow
Be familiar with trusts, holding companies, and offshore vehicles is essential to identify who truly controls the wealth and the feasibility of repatriating funds
Navigate FCA MCOB rules regarding HNW exemptions and modified affordability
Be able to accurately triage clients against HNW definitions (£300k+ income / £3m+ net assets) and distinguish between income-based underwriting and Asset-Based Lending (ABL)
Understand how various assets (from private equity to fine art) generate liquidity or future "exit events
Be able to justify policy exceptions and identify "early warning signals" within a client’s portfolio, such as concentration risk or high leverage

Qualifications

Essential

Exposure to HNW/Private Banking underwriting or specialist lending with modified affordability
Familiarity with KYC/AML/PEP nuances for HNW (complex ownership, source of wealth/source of funds checks)
Demonstrable track record assessing dividend/loan account income and reading statutory accounts
Commercial pragmatism with control: balances risk with customer outcome; knows when to say no but starts with a desire to see how we can structure a deal within appetite
Can‑do, hands‑on. Willing to “roll sleeves up” in a fast‑paced, entrepreneurial environment
Communicates clearly and confidently, adapting style for brokers, valuers, solicitors, senior colleagues and HNW customers

Desirable

Cases with cross‑border income/assets and FX conversion to GBP
Experience interacting with accountants/tax advisers and challenging assumptions

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information

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Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Click here for more information on our Recruitment Process

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

Quick apply

Refine Your Search

wealth management director jobs in helmshore, lan

High Net Worth Underwriter

Player Protection Manager

Senior Commissioning Manager

Partnerships Director

Associate - Insolvency

Corporate Tax Manager

Deal Support Executive

Building Control Group Leader

Senior Vice President, AI Product Management

Hire Desk Manager

Senior Service and App Owner

Drainage Engineer

RBC Brewin Dolphin - Director, Intermediaries Services and Strategy

Client Accountant

Digital & Social Media Marketing Manager

Transport Planning Director

Veterinary Surgeon - Small Animal

Principal Drainage Engineer - Transport Engineering

Hybrid BA-Project Delivery

Clinical Director

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