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 financial services consulting firm in Chobham is seeking an experienced Wealth Management Team Leader. This role involves overseeing the administration team, supporting advisers, and managing client communications. Ideal candidates will have 2-3 years of experience with St James Place and a willingness to develop in a management capacity. The position offers a salary of £32,000 and...
A well established wealth management firm in Godalming is looking for an experienced IFA Administrator to support financial advisors. The role includes preparing documents for meetings, maintaining client data, and ensuring compliance with product providers. The firm offers a competitive salary of up to £40k, extensive benefits, and a supportive work environment with opportunities for...
A leading recruitment firm is seeking experienced Senior Administrators for their investment team in Godalming. Candidates must have a solid background in financial services, including a minimum of 5 years' experience and CF1 or equivalent certification. The role involves supporting client relationships, managing documentation, and complying with regulatory standards. Attractive benefits include...
A national IFA brand in Molesey is seeking a Financial Administrator to provide high-quality administrative support. The role involves managing client queries, processing new business, and ensuring accurate client records. Candidates should have experience in a Financial Planning firm and possess excellent communication, organizational, and IT skills. The position offers a range of benefits...
A financial planning firm in East Molesey seeks a Financial Administrator to provide high-quality administrative support. Responsibilities include managing client correspondence, processing new business, and maintaining client records. Successful candidates will have experience in a Financial Planning firm, IT fluency, and strong communication skills. This role offers competitive pay and generous...
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 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...
A wealth management firm in Guildford is looking for an IFA Administrator to join their growing team. The role involves working with Financial Planners and being the point of contact for clients, ensuring excellent service delivery. The ideal candidate will have previous experience in a similar position, strong IT skills, and good communication abilities. This role offers 25 days of holiday, a...
Solicitor - Private Wealth Salary: Competitive Location: Woking (Hybrid) Permanent, Full Time role Seeking a confident Solicitor for the Private Wealth Team in Woking. This hybrid role (ideally 3 office days/week) serves diverse high-net-worth clients (£5m-£20m assets) with business interests, overseas assets, and complex family structures. Join a collaborative team focused on expertise...
IFA Administrator / Wealth Planning AdministratorGuildfordUp to £35,000 a yearHybrid working optionsFree on site parkingLooking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?About the Company:Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional...
You must have at least 5 years direct experience working with clients to provide holistic wealth and financial planning solutions. We are seeking an empathetic individual who is prepared to go the extra mile to support and serve our long-standing clients.
You will form key client relationships with around 70 clients ranging from medium net worth to ultra-high net worth portfolios
Job Description What will you be doing? S&W has been serving families and those with significant private wealth since 1881. Across the world and over generations, our advice and services help families protect and pass on their wealth and values. We provide expert, practical and flexible support as individual as the families we serve. From creation, controls and governance to accounting, tax...
A Wealth Management company in the United Kingdom is seeking an IFA Administration Support to enhance client and adviser interactions. This entry-level role involves submitting business applications, monitoring compliance, and ensuring a seamless client journey. Ideal candidates should have strong attention to detail, excellent communication skills, and a willingness to learn. The position offers...
A well-established Independent Financial Adviser located near Woking is seeking an experienced Paraplanner. The role involves comprehensive support for financial advisers, complex financial analysis, and client portfolio management. Candidates should have a Level 4 Diploma in Financial Planning and experience in the paraplanning sector. The position offers a competitive salary up to £50,000,...
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...
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...
Overview Type of Position: Wealth Management Team Leader - Chobham Pay: £32,000 Reference: #3448872 Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They will be the first point of contact for clients responsible...
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...
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...