Wealth Advisor jobs in Surrey

Found 19 jobs
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Hybrid

Protection Advisor (100% Remote)

Mojo Mortgages
Woking

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

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4 days ago

Paraplanner

TEMPLEGATE RECRUITMENT LIMITED
Thames Ditton

Job Description Quick Questions: - Do you have Paraplanning experience? - Have you worked in an Independent Financial Advice firm previously? - Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: - 22 days holiday plus bank holidays; office closed over Christmas. - Pension contribution. - Exams funded. About the Company: Our clients are...

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an hour ago

Private client tax senior manager

Rawlinson & Hunter LLP
Leatherhead

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 Senior Manager for our Private Client Team based in Surrey.About Us:Established in 1933, Rawlinson & Hunter LLP stands as a leading accountancy and tax practice, renowned for our...

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2 days ago
Remote

Business Systems and Information Quality Advisor

Surrey County Council
Reigate

Description We are committed to the development of our workforce. This position is only available to applicants who already work for Surrey County Council. We thank you for your interest in our roles and would encourage you to review our vacancies which are open to all. This permanent, full-time position has a starting salary of £33,552 per annum based on a 36 hour working week. We have a...

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4 days ago

Trust Accountant

IVES RECRUITMENT SOLUTIONS LTD
Surrey

You will be responsible for preparing trust accounts and tax returns for both UK and non-UK trusts, estates, and high net worth individuals.

You will administer the trusts and liaise with trustees and advisors. The role will also be responsible for the preparation of accounts and tax returns; prepare tax pool computations for offshore trusts; and the administration of trusts, charities and estates.

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3 hours ago

Care Supervisor

McCarthy Stone
Guildford

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

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19 hours ago

Relief Care and Support Assistant

McCarthy and Stone
Walton-on-Thames

You will deliver housekeeping and domestic support across the general estate, including apartment cleans.

You will help them to book appointments, arrange transport and where necessary, escort them on visits and assist with their shopping.

You will be a warm, friendly individual with ideally some experience of working in a care or support environment.

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19 hours ago
Hybrid

Director Financial Planning

Evelyn Partners
Guildford

Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and...

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4 days ago

Private Clients Tax – Senior Manager/ Associate Director – Surrey

CK Search Global
Guildford

Our global clients rapidly growing Private Client Team manage the tax affairs of private equity funds, unincorporated businesses, trusts, individuals and their wider families including working with many successful entrepreneurs. Alongside solving a constantly evolving range of technical challenges, working in this team involves building strong relationships with clients so you become their...

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19 hours ago

Care Supervisor

McCarthy Stone
Weybridge

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

View salary & More Info
19 hours ago
Hybrid

Protection Advisor (100% Remote)

Mojo Mortgages
Guildford

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

View salary & More Info
4 days ago

Employer Funding Manager

Surrey County Council
Weybridge

You will lead a small team and work collaboratively with internal and external stakeholders—including employers, actuaries, auditors, and legal advisors—to ensure the effective management of employer funding operations.

You will lead the day-to-day operations of the employer funding team, ensuring all activities comply with relevant legislation and policy.

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4 days ago

Paraplanner

TEMPLEGATE RECRUITMENT LIMITED
Guildford

Job Description Quick Questions: - Do you have Paraplanning experience? - Have you worked in an Independent Financial Advice firm previously? - Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: - 22 days holiday plus bank holidays; office closed over Christmas. - Pension contribution. - Exams funded. About the Company: Our clients are...

View salary & More Info
an hour ago

Relief Duty Manager

McCarthy and Stone
Walton-on-Thames

You must have previous experience of working in the UK in a Senior Care position and have a minimum of L2 in Health and Social Care to be considered for this role.

You will live within easy commuting distance of our estate.

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

View salary & More Info
19 hours ago

Private Client Tax Senior Manager

Rawlinson & Hunter LLP
Dorking KT22

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. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job...

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5 days ago
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Care Assistant

McCarthy Stone
Virginia Water

You will deliver housekeeping and domestic support across the general estate, including apartment cleans.

You will help them to book appointments, arrange transport and where necessary, escort them on visits and assist with their shopping.

You will be a warm, friendly individual with ideally some experience of working in a care or support environment.

View salary & More Info
4 days ago

Duty Care Manager

McCarthy and Stone
Guildford

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

View salary & More Info
4 days ago

Care Supervisor

McCarthy and Stone
Walton-on-Thames

You must have previous experience of working in the UK in a Senior Care position and have a L3 in Health and Social Care to be considered for this role.

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

View salary & More Info
19 hours ago

Relief Care Supervisor

McCarthy Stone
Weybridge

You will live within easy commuting distance of our estate.

You will be a warm, friendly, organised, and self-motivated individual with experience of working in a care or support environment and excellent care skills.

View salary & More Info
4 days ago
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