Senior Private Wealth Manager

9 hours ago


Epsom, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

We are searching for an accomplished Senior Private Wealth Manager to lead our expansion into new markets at Fletcher George Financial Recruitment. This is a fantastic opportunity for an experienced Private Client specialist to drive growth and advancement within the office.

The successful candidate will have a deep understanding of tax-related topics such as Inheritance Tax planning, CGT, Trusts, and Estates. They should also possess strong leadership abilities and be able to manage a diverse client base efficiently.

The estimated annual salary for this role is approximately £150,000, contingent on the candidate's level of experience.

Main Duties:

  • Manage a diverse portfolio of clients, encompassing UK Residents and Non-Domiciles, providing expert guidance on tax-related matters.
  • Drive the growth and development of the Tax department, focusing on acquiring new clients and delivering a cohesive service.

Additional Benefits:

  • Life assurance coverage
  • Eyecare benefits
  • Private medical insurance
  • Dental care and healthcare insurance
  • Flexible work arrangement options
  • Part-time schedules available

See the job description below for further details on this engaging opportunity.



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