Experienced Senior Assistant for High Net Worth Advisory Firm
23 hours ago
A highly respected ultra-high net worth Independent Financial Advisor (IFA) firm is seeking an Experienced Senior Assistant to join their team. In this role, you will provide high-level administrative support to the directors and paraplanners, handling both individual and group administration tasks.
The ideal candidate will have outstanding organizational skills, proficiency in using XPlan, including fee reconciliation, and excellent communication skills. They will also be proficient in Microsoft applications, particularly Excel, and have experience with administering various financial products, including ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI and PMI products. Additionally, they will be able to obtain quotes and illustrations, process ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI and PMI products, and effectively liaise with clients and providers verbally and in writing.
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High Net Worth Tax Advisor
3 weeks ago
Guildford, Surrey, United Kingdom Howells Consulting Ltd Full timeAn exceptional opportunity has arisen for a seasoned tax professional to join Howells Consulting Ltd's esteemed private client tax team in Guildford, UK. As a High Net Worth Tax Advisor, you will provide specialized guidance on personal tax planning and complex compliance for high net worth individuals and families.Our firm values technical excellence and...
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High Net Worth Estate Lawyer
3 weeks ago
Guildford, Surrey, United Kingdom Henderson Scott UK Full timeWe are seeking a skilled Private Client Solicitor to join our thriving team at Henderson Scott UK, a respected law firm in Guildford. This is an excellent opportunity to handle a varied and rewarding caseload, working primarily with high-net-worth individuals.The Ideal Candidate:The successful candidate will have experience in private client work,...
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High Net Worth Private Client Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Henderson Scott UK Full timeJob Title: High Net Worth Private Client SpecialistA high net worth individual is sought by a reputable law firm in Guildford, UK. The ideal candidate will have experience in private client work and strong knowledge of inheritance tax planning, asset protection, and estate management.The RoleDraft complex Wills to mitigate inheritance tax and protect...
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High Net Worth Private Client Manager
2 days ago
Guildford, Surrey, United Kingdom Michael Page (UK) Full timeSalary Range: £85,000 - £125,000 per annumJob Overview:We are seeking an experienced High Net Worth Private Client Manager to join our team in Guildford. The successful candidate will be responsible for managing a diverse portfolio of high net worth individuals, providing high-level technical advice on UK and international personal tax issues, and ensuring...
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High Net Worth Senior Lawyer Opportunity
2 days ago
Guildford, Surrey, United Kingdom Chadwick Nott Full timeWe are seeking a skilled Private Wealth Management Solicitor to join our Guildford office. The successful candidate will be responsible for advising high net worth individuals on complex matters such as wills, trusts, and estate planning.A STEP-qualified lawyer with 4-8 years of PQE and experience in cross-selling, marketing, and business development would...
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Tax Manager for High Net Worth Individuals
23 hours ago
Guildford, Surrey, United Kingdom Pro-Tax Full timeJob OverviewPro-Tax is seeking a Tax Manager to join its private client tax team in Guildford. The successful candidate will be responsible for managing a diverse portfolio of high net worth individuals, trusts, and partnerships.Your key responsibilities will include providing personalised tax compliance and advisory services, working closely with Partners...
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High Net Worth Tax Manager
2 months ago
Guildford, Surrey, United Kingdom Michael Page (UK) Full timeAbout the Job">We are seeking an experienced High Net Worth Tax Manager to join our team in Guildford. As a senior member of our private client tax team, you will be responsible for providing high-level technical advice on UK and international personal tax issues.Key responsibilities include managing and overseeing a diverse portfolio of private clients,...
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Tax Senior Lead
1 week ago
Guildford, Surrey, United Kingdom Hays Senior Finance Full timeRole OverviewAbout UsWe are a dynamic and forward-thinking accountancy practice based in the heart of Guildford. Our firm offers a comprehensive range of services, including tax compliance, advisory, and planning.As a key member of our team, you will have the opportunity to work with a diverse client base, including high net worth individuals, owner-managed...
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Private Client Tax Advisory Lead
3 weeks ago
Guildford, Surrey, United Kingdom Michael Page (UK) Full timeAbout UsMichael Page (UK) is a leading recruitment agency with a strong presence in Guildford. Our client, a highly-regarded professional services firm, has over 50 employees and provides exceptional services to a diverse range of clients.About the RoleWe are seeking an experienced Private Client Tax Advisory Lead to join our client's team. The successful...
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High Net Worth Financial Services Professional
3 weeks ago
Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeWe are looking for a highly skilled Senior Administrator to join our team at Lloyd Recruitment - Epsom, supporting our client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey.Key ResponsibilitiesThe successful candidate will be responsible for:Supporting the directors and paraplanners in various administrative...
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Compliance and Advisory Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Michael Page Finance Full timeJob Summary:Michael Page Finance is seeking an experienced tax professional to join its team as a Compliance and Advisory Specialist. This is an excellent opportunity for someone looking to utilize their expertise in tax compliance and advisory services to contribute to the success of the tax department.As a key member of the tax team, the successful...
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Tax Advisory Specialist
2 days ago
Guildford, Surrey, United Kingdom Austin Fraser Full timeBennett & Game Recruitment is delighted to be working alongside a highly experienced and growing accountancy practice, as they recruit for a Tax Advisory Accountant. This opportunity allows the successful candidate to work on an advisory basis to High-Net-Worth clients, as well as Owner Managed Businesses.This role presents an excellent chance to join a...
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HNWI Tax Advisory Lead
2 weeks ago
Guildford, Surrey, United Kingdom Michael Page (UK) Full timePrivate Client Tax Assistant Manager Role Overview:We are seeking an experienced Tax Assistant Manager to join our team in Guildford. This is a fantastic opportunity to develop your career within a leading professional services firm.Key Responsibilities:Providing expert tax advice to private clients with complex financial situationsManaging a portfolio of...
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High Net Worth Estate Lawyer
2 weeks ago
Guildford, Surrey, United Kingdom Henderson Scott Full timeRole Description:\Henderson Scott Limited is seeking a High Net Worth Estate Lawyer to join its team in Guildford. As a key member of our Private Client department, you will contribute to the strategic direction and growth strategy of the department.\About the Job:\\Contribute to the department's strategic direction and growth strategy, providing technical...
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Guildford Law Firm Opportunity
3 weeks ago
Guildford, Surrey, United Kingdom Henderson Scott UK Full timeHenderson Scott UK, a well-established law firm in Guildford, is seeking a highly skilled Private Client Solicitor to join their team. This is an excellent opportunity to handle a diverse and challenging caseload, working closely with high-net-worth individuals and families.Job Description:This role involves drafting complex Wills, advising on estate and...
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Tax Advisory Accountant
3 weeks ago
Guildford, Surrey, United Kingdom Bennett and Game Recruitment Ltd Full timeJob Title: Senior Tax ConsultantWe are seeking a highly experienced Senior Tax Consultant to join our team in Leatherhead, Surrey. As a key member of our tax advisory team, you will work closely with High-Net-Worth clients and Owner Managed Businesses, providing expert advice on personal, corporate, and indirect tax matters.In this role, you will develop...
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Tax Advisory Professional
2 days ago
Guildford, Surrey, United Kingdom Bennett and Game Recruitment Ltd Full timeTax Advisory Role OverviewBennett & Game Recruitment Ltd are pleased to be working with a reputable and growing accountancy practice, as they seek a skilled Tax Advisory professional. This opportunity is based in the South East region.This role offers a competitive salary of circa 50,000, hybrid working, 22 days holiday plus bank holidays and Christmas shut...
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Senior VAT Advisory Manager
4 weeks ago
Guildford, Surrey, United Kingdom Clark Wood - Tax Recruitment Full timeJoin our team of experienced professionals at Clark Wood, a respected Professional Services Firm with a strong presence in Sussex. We are seeking an experienced VAT Senior Manager or Director to lead the expansion of Indirect Tax services in the region, while developing and implementing strategies to drive growth and success in VAT advisory.About UsWe are a...
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Corporate Tax Senior
2 days ago
Guildford, Surrey, United Kingdom Bennett and Game Recruitment Ltd Full timeSenior Accountant - Tax Position OverviewBennett & Game Recruitment Ltd are working with a reputable and growing accountancy practice, as they recruit for a Senior Accountant - Tax position. This opportunity is based in Leatherhead.The successful candidate will receive a competitive salary of circa 50,000, hybrid working, 22 days holiday plus bank holidays...
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Private Client Tax Portfolio Manager
1 week ago
Guildford, Surrey, United Kingdom Michael Page Full timeWe are seeking an experienced Private Client Tax Portfolio Manager to lead our tax department in Guildford. As a seasoned expert in tax advisory work, you will be responsible for managing a portfolio of high net worth individuals, ensuring their tax affairs are effectively handled, and providing guidance and support to junior colleagues.Our client, a...