Private Wealth Advisor

Private Client Solicitor OpportunityThis Legal 500 firm has an exciting opportunity for a Private Client Solicitor with 2+ years PQE to join their thriving office in Farnham. The role involves managing a diverse caseload of high-quality work, including wills, trusts, probate, estate administration, and tax planning.The ideal candidate will possess strong...

Senior Tax Advisor - Surrey OfficeA top 100 accountancy practice provides expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. We invest heavily in our teams of high-quality specialists who work with the best-in-breed technology to create value for our clients that exceeds expectations.This is an...

A leading financial planning firm is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners. With a focus on delivering comprehensive assistance, this role will enable advisors to concentrate on client-facing activities.The ideal candidate will hold a Diploma in Regulated Financial Planning (CII Level 4) and have...

A reputable financial services company is looking for a skilled Paraplanner to support Chartered Financial Planners. This role involves delivering high-quality technical assistance, enabling advisors to focus on client relationships.To be successful, you will need a Diploma in Regulated Financial Planning (CII Level 4) as a minimum qualification. Progress...

Job OverviewA highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With a strong presence across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business...

Private Client Tax Advisor (Senior) Location: Farnham, Surrey Salary: £30,000 to £50,000 plus excellent benefits package full-time with hybrid and flexible working options. Our client is a top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. A new opportunity has...

Private Client Tax Advisor (Senior) Location: Farnham, Surrey Salary: £30,000 to £50,000 plus excellent benefits package full-time with hybrid and flexible working options. Our client is a top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England. A new...

TIFFANYS WEALTH MANAGEMENT LTD **Financial Services** **PA - Partner Support Specialist** **Position Description** - Personal Assistant to Advising Office + Financial Administration **Person Description** - Must be extremely Organised and able to multitask. - Must have strong communication skills. - Team Player. - Dependable and reliable. - Determined and...

Farnham, Insurance Advisor basic salary £22k - £27k per annum I'm working with a large UK Insurance business who are looking for a number of professional, ambitious, career minded individuals to join their growing team across Personal Lines, Sales and Client Services. The company has an exciting growth plan meaning that prospects for career progression...

Are you a recently qualified graduate who would you like to start a career in the insurance sector - with full training provided? This is a unique opportunity to work for a dynamic and forward-thinking employer who are extremely highly rated on glassdoor - where staff and ex-employees report a great working atmosphere and the chance to genuinely gain...

**Location** - Water Lane Store, Sainsbury's Supermarkets Ltd Water Lane, Farnham, GU9 9NJ **Hours** - Part-time **Contract-Type** - Fixed-Term Assignment **Rate** - £12.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 232481 We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s...

Would you like to start a career in the insurance with full training provided? ...Or perhaps you are already in an insurance role and would like to further progress your career? This is a unique opportunity to work for a dynamic and forward-thinking employer who are extremely highly rated on glassdoor - where staff and ex-employees report a great working...

This is an exciting opportunity to join an influential team supporting the delivery of important flood risk management schemes in the South East. The Thames Flood Advisors support Lead Local Flood Authorities (LLFAs) to deliver projects to manage surface water flooding, helping to reduce risk to communities.- You will be proactive and self-motivated and can...

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...

**Location** - Water Lane Store, Sainsbury's Supermarkets Ltd Water Lane, Farnham, GU9 9NJ **Hours** - Part-time **Contract-Type** - Fixed-Term Assignment **Rate** - £12.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 234937 We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s...

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...

We have an opportunity in our Farnham office for a Senior Tax Advisor looking to make the change from tax compliance to tax advisory work. A part time role with negotiable hours and flexible, hybrid working. This will initially be a mixed tax (40% personal 60% corporate), mixed compliance/tax advisory role with opportunity in the future to move out of tax...

Technical Manager - Wealth Management Salary: £45k to £55k DOE plus discretionary bonus and excellent benefits Location: Bishop's Stortford, Office Based (5 days per week) free parking. About the Company: Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The...

Paraplanner. Salary: £45k to £50k plus discretionary bonus and excellent benefits Location: Bishop's Stortford, Office Based (5 days per week) About the Company: Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to...

**Internal Sales Executive - Farnham, Surrey.** **£23000-£27000 = OTE + Training + Benefits** IT Reseller who focusses on Hardware and Software Technology within the private sector are looking for an Internal Sales Executive ideally with experience in IT sales to join the team and get involved in new client development as well as upselling/crossselling...

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years. The Role: Due to increased business demand, they are...

**Bodyshop Administrator - Prestige Vehicles** **Farnham** **£26,000 - £28,000 OTE £34,000** - _Prestige Vehicle repair centre_ - _Bonus paid monthly_ - _Permanent Position, Monday to Friday (1 in 4 Saturday mornings 8am - 12noon) _ - _Pension, Health cash plan, Dental care, retail discounts, 29 days holiday,_ - _45 hours per week_ - _Ideally able to...

**Introduction** **Why Saltus?** Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of...

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business demand, they are looking...

Porta Romana is a privately owned English company, based in Farnham, Surrey. Its brand is synonymous with luxury lighting and furniture products and it supplies many of the most prestigious hotel, yacht and residential projects around the world. We have an exciting opportunity to join our Logistics department with responsibility for the administration of...