Holistic Wealth Manager

About the RoleWe are currently recruiting for a Financial Advisor to work within our Southampton office. As part of our team, you will be responsible for providing holistic financial advice to our clients, leveraging your expertise in financial planning and wealth management.Responsibilities:Developing and maintaining strong client relationships through...

Job DescriptionQuilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK's best wealth manager for clients and their advisers. As part of our expansion plans, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme.We require individuals with a...

This is an exciting opportunity to join Evelyn Partners as a Private Client Manager. Our Private Client Teams in Southampton are responsible for working with entrepreneurs and the Private Business Sector clients.The role involves providing financial guidance to help individuals and businesses achieve their financial aspirations.We offer a competitive salary...

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.About the RoleWe are seeking a talented individual to join our Private Client Tax team as an expert private wealth tax professional. This exciting opportunity will enable...

Company OverviewNoir is a leading Microsoft recruitment agency, helping professionals make informed career decisions. Our client, a fast-growing Fintech start-up, is seeking an experienced .NET Developer to join their team.Job DescriptionThe successful candidate will work on creating a new application from scratch, utilizing cutting-edge technologies like...

About the RoleThis role will involve leading and supporting a team of Financial Planners in delivering exceptional financial planning solutions to new Quilter customers. The successful candidate will also be expected to carry out the role of a Financial Planner, working with customers to identify financial requirements and needs.

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

About the CompanyQuilter plc is a leading financial services provider, dedicated to delivering exceptional wealth management and investment solutions to clients and their advisors. The company operates two segments: Affluent and High Net Worth.The Affluent segment encompasses financial planning, investment platforms, and multi-asset investment solutions. The...

About the BusinessQuilter plc is a leading provider of financial services, dedicated to delivering exceptional value to clients and their advisors. With £111.6 billion in customer investments (as of the latest reporting period), we aim to be the UK's best wealth manager for clients and their professionals. Our business spans financial advice, investments,...

A competitive salary of approximately £30,000 - £45,000 per annum is on offer for this exciting role. As a dynamic PE and Dance Teacher, you will play a vital part in fostering students' physical health, teamwork skills, and creative self-expression.The Job:You will deliver engaging and inclusive PE lessons, promoting teamwork, discipline, and a lifelong...

About the BusinessQuilter plc is a leading provider of financial advice, investments, and wealth management. Our purpose is to help generations today and tomorrow prosper by guiding them through the complexity of planning for their future, with the right financial advice and investment solutions.We are committed to being the UK's best wealth manager for...

About the OpportunityQuilter plc is a leading provider of financial advice, investments, and wealth management. We are committed to being the UK's best wealth manager for clients and their advisers.Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes...

Role OverviewEvelyn Partners is a leading force in UK professional services and wealth management, with over 180 years of experience. As a Tax Advisor Assistant, you will be part of our Private Client Tax Services team, supporting individuals from diverse backgrounds with their tax issues.

About Evelyn PartnersEvelyn Partners is a leading UK wealth management and professional services firm with a rich 180-year history. We provide expert financial guidance to individuals and businesses, helping them achieve their financial aspirations.Job OverviewWe are seeking an experienced Tax Advisory Manager to join our Private Client Team in Southampton....

About Evelyn PartnersWe are a leading force in UK professional services and wealth management, with over 180 years of experience. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes.We believe that expert guidance should be accessible to all, and we're dedicated to making that a reality through our strong...

About the PositionWe are seeking an experienced leader to join our Private Equity Asset Class team in Southampton. As a key member of the Strategic Leadership Team, you will be responsible for delivering high levels of employee motivation and engagement, as well as superior client service.The successful candidate will have considerable practical business...

About Evelyn PartnersWe are a leading force in UK professional services and wealth management, dedicated to delivering good advice and exceptional service.As part of our Private Client Tax team, you will help individuals from all walks of life with their tax issues. Our diverse client base includes high-net-worth families and individuals, entrepreneurs,...

We are seeking an experienced Risk and Compliance Administrator to join our team at Quilter. This is a key role for the Risk function, providing administrative support to the Risk Leadership Team (RLT) and wider Risk function.This is a great opportunity for someone with good organisational and prioritisation skills to learn about and support the disciplines...

We are seeking a highly skilled Project Governance Specialist to join our Change Management Office in Southampton. This is a fantastic opportunity for a dynamic individual to contribute to the success of Quilter's strategic priorities.About the BusinessQuilter plc is a leading provider of financial advice, investments, and wealth management, committed to...

Job DescriptionWe are seeking an ATT/CTA qualified Tax Manager to join our team in a general practice environment. The ideal candidate will have a wealth of experience in managing tax returns, ensuring timely completion and compliance with HMRC deadlines. Your key responsibilities will include:Managing the flow of work and overseeing the preparation of c360...