Wealth Management Specialist

Career OpportunityWe are seeking a highly skilled Wealth Management Professional to join our private client service team. As a senior member of our team, you will be responsible for providing expert advice on tax and financial matters to our clients.You will work closely with our clients to understand their needs and objectives, providing tailored solutions...

About the RoleEvelyn Partners invites applications for the position of Director: Financial Planning. As a senior member of our team, you will play a crucial role in developing and executing our financial planning strategy.ResponsibilitiesDevelop and implement financial planning strategies that align with company goals.Provide expert advice to clients on...

Evelyn Partners OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience helping generations of people and businesses thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

The successful candidate will have the opportunity to work in a friendly local office with a supportive and inclusive environment that prioritises learning and development.About the RoleThis role involves working with all Assistant Managers, Associate Directors, and Directors across their portfolio and benefiting from having a diverse array of people to...

About the RoleWe are seeking an experienced Private Client Tax Associate Director to join our team in Tunbridge Wells, working closely with senior members of the team to deliver comprehensive tax strategies and solutions to high net worth individual clients.The successful candidate will have significant experience gained within another professional services...

We are seeking an Agricultural Support Specialist to join our private client team in Tunbridge Wells. This is an exciting opportunity for a dedicated professional to provide administrative support to experienced fee earners.About the RoleThe ideal candidate will have a background in private wealth or private client law and be able to demonstrate experience...

We are seeking a Probate Support Specialist to join our Private Wealth team in Tunbridge Wells. This role involves working closely with our estates team, supporting six fee earners who provide probate support to clients. Your tasks will include phone calls to confirm bank details, preparing letters of authority, and completing closure forms.The ideal...

Role OverviewWe are seeking a highly experienced Private Client Tax Manager to join our team at Evelyn Partners Group. As a key member of our tax advisory team, you will be responsible for managing a portfolio of personal clients with complex tax affairs.This is an exciting opportunity for someone who is passionate about delivering exceptional client service...

Cripps is seeking a highly organised and skilled professional to fill the role of Cripps Probate Administration Specialist in our Private Wealth team.As a key member of the team, you will be responsible for providing administrative support to six fee earners, assisting them in their probate-related tasks. This will include:Coordinating with clients to...

Job Summary: We are looking for an experienced Paraplanner to join our dynamic team at Hitchell Financial Planning in Tunbridge Wells. As a key member of our team, you will be responsible for providing high-quality support to our Advisers and clients.Key Responsibilities:Pensions, investment, and protection research using dedicated FS software and FP...

Evelyn Partners, a leading force in UK professional services and wealth management, offers a unique opportunity for an Accountancy and Assurance Specialist. The successful candidate will join the Assurance & Business Services team, providing wide-reaching Assurance & Business Services to diverse clients.The ideal candidate will be responsible for undertaking...

Company OverviewEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. Our expertise spans financial and professional services for individuals, family trusts, professional intermediaries, charities, and businesses.We pride ourselves on fostering a supportive and inclusive environment...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We help generations of people and businesses thrive through our extensive range of financial and professional services.

We are seeking a highly skilled Financial Paraplanner to join our team, providing exceptional support to financial advisors in preparing financial plans and investment strategies for clients. Our company boasts a modern office space with a gym and on-site restaurant, creating a welcoming and productive work environment.Key ResponsibilitiesThis role...

Job Description:As a Financial Paraplanner at Artemis Recruitment Consultants Ltd, you will play a crucial role in supporting financial advisors in developing tailored financial plans and investment strategies for clients. Your primary responsibilities will include assisting in the preparation of financial plans, conducting research on investment products,...

Job Description">We are seeking an Account Growth Specialist to join our team at Brook Street UK. In this role, you will be responsible for driving sales growth and developing strategic partnerships.Key Responsibilities">">Identify and pursue new business opportunities through targeted outreach and lead generation.">Develop and maintain relationships with...

Job DescriptionThis Tax Consultant Manager position involves monitoring WIP, drafting fee notes, and delivering tax planning/advisory projects while managing complex compliance issues. As a seasoned professional, you will have demonstrable experience in people management and organisational skills, holding a Qualified Chartered Accountant and/or Chartered Tax...

Job SummaryWe are currently seeking a Financial Planning Administrator to join our team at Recruit UK Ltd. in Tunbridge Wells. This is an exciting opportunity for someone who wants to build a career in financial services and administration.About the PositionIn this role, you will be responsible for managing client relationships, ensuring accurate client...

Your RoleWe are seeking a highly experienced Private Client Tax Associate Director to join our team at Brockbourne House in Tunbridge Wells. As an integral part of our Private Client Tax department, you will work closely with Assistant Managers, Managers, and Directors across their portfolio, benefiting from a diverse and vast array of people to support and...

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our extensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses.Our Core ValuesPersonal:...