private wealth manager jobs in Epsom

A leading tax consultancy is seeking a Private Client Tax Senior Manager to join its Private Client team in Leatherhead. The role involves advising high-net-worth clients on complex tax issues, reviewing tax returns, and providing expert guidance. Candidates should be CTA qualified with a minimum of 5 years PQE and proven experience handling HNW clients. This position offers flexibility in...

A leading dental practice in Epsom is seeking a Specialist Endodontist to join on a self-employed basis, working one day per week. The role involves managing a busy patient list within a modern, fully-equipped practice, providing exceptional dental treatment, and contributing to professional development. Applicants will benefit from an inclusive environment, access to unique resources, and...

OPERATIONS MANAGER (WEALTH MANAGEMENT) - EPSOM We are working with a well-established SJP Practice based in Epsom that is looking to take on an Operations Manager. The role is office-based in Surrey and requires experience in the Financial Services industry as an administrator or team leader. Responsibilities: Provide high level technical and administrative support to the Advisers/Practice...

You should be able to deliver accurate advice to a demanding client base and manage workflows in a busy environment. To be considered, you will ideally have:

Job Description Job Title: Private Client Tax Senior Manager Location: Leatherhead, Surrey (Flexible Working Available) Salary: £80,000 + £85,000 (dependent on experience) + benefits! The Opportunity: Are you a private client tax specialist who thrives on complexity? Do you want to work with an exceptional portfolio of high-net-worth individuals across some of the UK's most prestigious...

Job Description Private Client Tax Manager, Leatherhead, Surrey £75,000 – £85,000 + Hybrid Working & Excellent Benefits Are you an experienced Private Client Tax professional looking to take the next step in your career? This is a fantastic opportunity to join a highly regarded independent firm of Chartered Accountants and Tax Advisors based in Leatherhead. With a strong presence across Surrey...

Overview Are you looking to join an award-winning team that is passionate about tax consultancy, dedicated to delivering a first-class service to high-net-worth individuals? We are currently seeking to recruit a SeniorManager for ourPrivate Client Team based in Surrey. About Us: Established in 1933, Rawlinson & Hunter LLP stands as a leading accountancy and tax practice, renowned for our...

A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The ideal candidate will have over 5 years of experience in private-client wealth management and a proven track record of advising high-net-worth clients. Responsibilities include managing investment portfolios, providing strategic advice on pensions and taxes, and closely...

Private Client Solicitor Join a friendly, supportive law firm where your expertise in private client matters will make a real difference. This is an opportunity to work in a close-knit team with flexibility and room for progression. You'll be part of a well-established firm with offices in Epsom and Wimbledon, known for delivering clear, practical legal advice and building strong client...

Senior Private Client Solicitor BBBH56458_1741168801 An established and expanding firm in Epsom are currently seeking for an experienced Senior Private Client Solicitor with 4-6 years PQE to join their team. The firm offers a comprehensive range of services to both individuals and businesses, with expertise in residential and commercial property, conveyancing, family law, as well as Wills,...

A legal recruitment firm in Ewell is seeking an Assistant Solicitor to join their growing team. Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. The role involves managing Private Client cases, including Probate, Trusts, and Tax Planning, while ensuring client satisfaction and compliance with legal procedures. The ideal candidate...

You will be making a difference by...

We are looking for a Assistant Store Manager to join Team OB in our Epsom store. As an Assistant Store Manager, you will work alongside your Store Manager to enhance sales and motivate your team. Reporting to the Store Manager, you will bring enthusiasm, positivity, and joy to the store by inspiring your customers and colleagues and maximising sales. This will be a flexible contract, meaning...

A prominent recruitment firm in Esher is seeking an experienced Paraplanner to provide bespoke financial advice throughout the UK. The role involves producing Suitability Reports, liaising with compliance, and preparing illustrations for various financial products. Ideal candidates will have excellent communication skills, experience with Salesforce, and a strong understanding of regulatory...

A well-known accountancy practice in the KT area is seeking a Personal Tax Manager to join their private client team. The role involves reviewing personal tax returns, advising high-net-worth individuals on various tax matters, and maintaining strong client relationships. This position presents an excellent opportunity for experienced tax professionals looking to enhance their career in a...

Overview Are you a private client tax specialist who thrives on complexity? Do you want to work with an exceptional portfolio of high-net-worth individuals across some of the UK's most prestigious sectors? My client are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey. Job Title: Private Client Tax Senior...

A leading tax consultancy firm is seeking a Senior Manager for their Private Client Team in Surrey. This role involves providing tax advisory and compliance services for high-net-worth individuals, reviewing tax returns, and identifying optimization opportunities for clients' tax affairs. The ideal candidate will be CTA qualified with at least 5 years of experience and possess outstanding...

A well-established recruitment consultancy is seeking an Operations Manager for its Epsom office. This role is crucial in supporting advisers with technical and administrative tasks, managing workflows, and ensuring client satisfaction. The ideal candidate should have extensive experience in the wealth management sector, possess strong organizational skills, and be proficient in Salesforce and...

You will handle complex compliance matters and have the opportunity to move into Advisory work.

You will be responsible for managing personal tax compliance for high-net-worth individuals, both UK and international.

You will ideally have:

You will be joining a progressive practice that values its people and offers a supportive environment where you can thrive. Flexible working options are available, with the opportunity to balance time in the office and remote working.