private wealth manager jobs in Leatherhead

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...

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 sectors? My client are...

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...

You will also be able to demonstrate the following skills, experience and attributes:

Private Client Solicitor Make a real impact in a respected law firm with a reputation for excellence. Join a supportive team where your expertise in private client law will be valued and developed. You'll be part of a firm with a long-standing presence and a strong commitment to quality, proven by industry accreditations and a focus on delivering outstanding results for clients. As a Private...

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

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 and access to unique resources, with...

You will be given a strong platform to develop and succeed within a forward-thinking, supportive environment.

You will handle your own caseload with autonomy, while also supporting senior colleagues on larger, more complex matters.

You will be a qualified Private Client Solicitor or Legal Executive with at least 5 years PQE

A reputable legal firm is seeking a Private Client Solicitor or Legal Executive to oversee their busy Private Client Department. Learn more about the general tasks related to this opportunity below, as well as required skills. This role offers the opportunity to manage a varied caseload with flexible contract options. The ideal candidate will have experience in private client law, be...

A recruitment firm is seeking an experienced Financial Administrator to join their Wealth Management Practice based in Epsom. This role involves supporting Financial Advisers with comprehensive administrative tasks including client liaison, business processing, and use of CRM systems such as Salesforce. Key responsibilities include managing the Letter of Authority process, preparing for client...

A well-established law firm in Dorking is looking for a Private Client Solicitor with over 5 years of PQE to join their award-winning team. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. As a key member, you will manage a high-quality caseload involving Wills, Lasting Powers of Attorney, and Estate...

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...

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 top recruitment firm in the UK is seeking an experienced Private Client Tax Senior Manager to join their award-winning team in Leatherhead. This role involves reviewing tax returns, providing expert guidance, and delivering advisory services for high-net-worth clients. The ideal candidate will be CTA qualified with at least 5 years of experience in managing complex tax issues. Attractive salary...

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...

A recruitment agency is looking for a Private Client Tax Advisor in Leatherhead. The successful candidate will manage a diverse client portfolio, including complex trusts and high-net-worth individuals. Responsibilities include compliance handling, with potential for advisory work. Candidates should have ATT or CTA qualifications and knowledge of Private Client Tax compliance. The role offers a...

A leading tax consultancy is seeking a Private Client Tax Senior Manager to join its Private Client team in Leatherhead. Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. The role involves advising high-net-worth clients on complex tax issues, reviewing tax returns, and providing expert guidance. Candidates should be CTA qualified...

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...