Wealth Management Specialist

20 hours ago


Southampton, Southampton, United Kingdom Evelyn Partners Full time

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 of approximately £55,000 - £75,000 per annum, depending on experience, plus benefits such as private medical insurance, life assurance, pension contribution, and a hybrid working model.

To be successful in this role, you will need relevant qualifications and experience in wealth management or a related field, and key skills such as being ambitious, commercial, organised, able to self-manage, and solve problems.

Benefits of this role include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications
  • Cycle to work scheme
  • Season ticket loan
  • Eye care support


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    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...


  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    Job Title: Holistic Wealth ManagerWe are seeking a highly skilled and experienced Holistic Wealth Manager to join our team in Southampton, providing expert financial guidance to clients and driving business growth.Estimated Salary: £45,000 - £65,000 per annum, reflecting the importance of this role in delivering exceptional client outcomes.About the...


  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    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...


  • Southampton, Southampton, United Kingdom Industry Placements Full time

    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...


  • Southampton, Southampton, United Kingdom Quilter Full time

    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...


  • Southampton, Southampton, United Kingdom Specialist Sports Limited Full time

    Specialist Sports Creation Product Development SpecialistSpecialist Sports Limited is a leading sporting goods agency offering Sales, Marketing, Distribution, and Creative solutions to performance sports brands. The company is based in the UK and operates a global network of partners and suppliers. As a Product Development Specialist, you will be responsible...


  • Southampton, Southampton, United Kingdom Noir Full time

    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...


  • Southampton, Southampton, United Kingdom Quilter Full time

    About the BusinessQuilter plc is a leading provider of financial advice, investments, and wealth management services. With an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management, we oversee £111.6 billion in customer investments.Our business is transforming,...


  • Southampton, Southampton, United Kingdom Specialist Sports Limited Full time

    Role OverviewSpecialist Sports Limited is a leading sporting goods agency offering Sales, Marketing, Distribution, and Creative solutions to performance sports brands. We are currently seeking a Product Development Specialist to join our dynamic team.The successful candidate will be responsible for driving the development process of our performance products,...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    Salary: £60,000 - £80,000 per annumAbout the RoleThis Compliance Oversight Specialist role will be responsible for delivering compliance monitoring and thematic review activities across the Affluent segment at Quilter plc.The successful candidate will leverage support from other Risk teams where required, and provide services to the high net worth segment,...

  • Tax Specialist

    2 weeks ago


    Southampton, Southampton, United Kingdom RSM UK Full time

    About the RoleWe are seeking a skilled Tax Specialist to join our team in Southampton. As a key member of our tax team, you will work closely with clients to provide expert advice and guidance on tax-related matters.In this role, you will have the opportunity to work directly with clients, immersing yourself in their unique financial world and uncovering the...


  • Southampton, Southampton, United Kingdom RSM Full time

    About the RoleRSM is a leading network of audit, tax, and consulting firms, and we're seeking a Taxation Specialist Apprenticeship candidate to join our team. As a Taxation Specialist Apprentice, you'll be part of our Tax team, working with clients to provide expert taxation advice and support.ResponsibilitiesAs a Taxation Specialist Apprentice, you'll have...


  • Southampton, Southampton, United Kingdom Specialist Sports Limited Full time

    Job SummaryWe are seeking an experienced Junior Product Manager - Performance Sports to join our team at Specialist Sports Limited. As a key member of our product development team, you will be responsible for driving the development process of our performance products, ensuring quality and delivery meet business expectations.Key Responsibilities- Develop...


  • Southampton, Southampton, United Kingdom City Facilities Management (UK) Full time

    Job Title: Electrical Systems SpecialistDescription:At City Facilities Management (UK), we are seeking an experienced Electrical Systems Specialist to join our team. This is a challenging role that requires a high level of technical expertise, excellent communication skills, and the ability to work independently in a fast-paced...


  • Southampton, Southampton, United Kingdom Stride Resource Management Ltd Full time

    Stride Resource Management Ltd is a well-established Broker seeking an experienced Commercial Claims Specialist to join their team in Southampton.The estimated salary for this role is £45,000 per annum.The Job Description:About the RoleThis is a challenging opportunity for a seasoned Claims Handler or Claims Executive to take on a leadership role within our...


  • Southampton, Southampton, United Kingdom Reed Specialist Recruitment Full time

    Reed Specialist Recruitment is seeking experienced Payroll Coordinators and Processors to join our team in Southampton. With the increasing demand for skilled professionals, we are excited to offer this opportunity to work with some of the region's top employers.In this role, you will be responsible for processing payroll, handling queries, and maintaining...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    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.


  • Southampton, Southampton, United Kingdom Hays Specialist Recruitment Limited Full time

    Join Our TeamWe are seeking a skilled Construction Lawyer to join our dynamic real estate team. As a key member, you will work in a modern office, 2/3 days per week, alongside a talented team of professionals who value learning and development.Role DetailsYou will be responsible for managing a diverse workload, providing expert advice on commercial...


  • Southampton, Southampton, United Kingdom Hays Senior Finance Full time

    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...

  • Audit Manager

    4 weeks ago


    Southampton, Southampton, United Kingdom Evelyn Partners Full time

    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...