Wealth Manager jobs in Surrey

You will also be able to continue your studies within the Junior Management Consultant career path. Alongside the interactive development programme we’ve mentioned above, you’ll have the chance to explore different career paths.

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 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 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...

IFA Administrator / Wealth Planning AdministratorEpsomUp 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...

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...

Company Description: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we...

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...

Bring your wealth of service industry experience to a caring and supportive environment, one that makes a positive difference to peoples lives, when you join Signature Senior Lifestyle as a Hospitality Manager at our luxury care and nursing home in Reigate.What Signature Offer Please read the following job description thoroughly to ensure you are the right fit for this role before applying.Up to...

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

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...

You will work as part of our Not for Profit tax team to provide corporation tax advisory and compliance services to a wide range of clients from across the Not for Profit Sector, including charities, housing associations, education providers and public sector bodies.

Base pay range This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Insite Group Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK Job Title: Private Client Tax Senior Manager Location: Leatherhead,...

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.

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

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...

A financial services firm based in Epsom is seeking an experienced Head of Operations to lead strategic initiatives and operational efficiency. The ideal candidate will have over 10 years of management experience in a regulated environment and a strong background in financial services. Responsibilities include overseeing compliance, client relations, and team management with a focus on...

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...