Private Client Wealth Manager

We are seeking a dedicated Wealth Management Professional to join our team in Weybridge. The successful candidate will have expertise in managing wealth for private clients, families, and institutions.Estimated Salary: £35k - £50kThe key responsibilities of this role include:Preparing and presenting financial plans and solutions for clientsConducting...

Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to manage wealth for private clients, families, and institutions. The key responsibilities include:Main Tasks:Collating client information and preparing suitability letters for client meetingsPreparing illustrations and reports for client meetingsEnsuring that business obtained is processed...

We are working closely with Artemis Recruitment Consultants Ltd to find an exceptional Paraplanner to manage wealth for private clients, families, and institutions. This role requires:Key Responsibilities:Preparing suitability letters and illustrations for client meetingsManaging cases to completion and ensuring complianceLiaising with colleagues and third...

Private Client Solicitor Vacancy 5+PQE WeybridgeA well-established and highly regarded law firm in Weybridge, Surrey, is seeking an experienced and dedicated Private Client Solicitor to join its thriving Private Client team. Known for delivering exceptional client care and tailored legal solutions, the firm offers a supportive and dynamic environment for...

Private Client Solicitor VacancyA reputable law firm in Weybridge, Surrey, is seeking an experienced and dedicated Private Client Solicitor to join its thriving Private Client team. The successful candidate will be responsible for managing a varied caseload, providing expert advice on estate planning and administration, wills, trusts, and probate, tax...

Private Client Solicitor VacancyA reputable law firm in Weybridge, Surrey, is seeking an experienced Private Client Solicitor to join its thriving team. The successful candidate will provide expert advice on estate planning, tax mitigation, trusts, wills, probate, powers of attorney, and Court of Protection matters.About the Firm:The firm has a strong...

Knights is a forward-thinking law firm that's always pushing the boundaries. We're seeking a highly skilled Private Client Associate to join our team in Weybridge and help us deliver exceptional service to our clients.You'll be responsible for providing administrative support to our lawyers, ensuring seamless day-to-day operations, and contributing to...

Artemis Recruitment Consultants Ltd is looking for a highly motivated Private Client Paraplanner to join their team based in Weybridge. The successful candidate will work closely with clients to provide expert advice on investment tax and retirement planning.The role involves collating client information, preparing suitability letters, and working with...

Fletcher George Financial Recruitment is a well-established recruitment agency in Sutton, with a strong reputation for delivering exceptional results. We are currently seeking a Director of Private Client Tax to join our team.Job Overview:This is a senior leadership role that requires a high level of expertise in private client tax. The successful candidate...

About the RoleWe are seeking a highly skilled Private Client Solicitor to join our team in Weybridge, Surrey.This is an exciting opportunity for a solicitor with 4+ years of post-qualification experience in private client matters. The successful candidate will have strong technical expertise and excellent interpersonal skills to handle complex caseloads...

About the JobThe successful candidate will have extensive experience in managing complex private client tax matters and possess a CTA qualification. You will be responsible for preparing tax returns, supervising a team, and building relationships with clients.Salary and BenefitsThe salary for this role is estimated to be around £62,500, based on the...

Job DescriptionAs a Complex Private Client Tax Advisor, you will be responsible for managing complex tax matters, supervising a team, and building relationships with clients. This is an excellent opportunity to progress your professional tax career with a competitive salary and a good benefits package.About the RoleThe salary for this role is estimated to be...

**Key Responsibilities**The successful candidate will have the following responsibilities:Research, analysis, and interpretation, file preparation, and report writing.Strong planning and organizing/diary management skills.Competency in using Microsoft packages and client databases.Knowledge of pensions, investments, Personal/Business protection,...

About UsFletcher George Financial Recruitment is a well-established financial recruiter based in Surrey, committed to attracting a diverse pool of applicants and assisting talent to find career opportunities where they can thrive.Job Description:This is an exciting opportunity for a Tax Senior or Tax Manager to join one of Surrey's leading firms of...

Fletcher George Financial Recruitment seeks a seasoned Tax Professional to fill a Complex Compliance Manager role in our Surrey office. The successful candidate will have a strong background in tax and excellent leadership skills. Key responsibilities include preparing complex tax returns and supervising a team of tax specialists. A competitive salary of...

Job DescriptionWe are seeking a strong Personal Tax Manager or Senior Manager to join our client's tax team. The successful candidate will have a view to progressing through to Director or Partner as part of the company's succession planning.Key Responsibilities:Manage a portfolio of clientsProvide technical advisory expertiseOversee compliance for a...

Key Highlights">We are looking for a Senior Tax Manager to join our team at Fletcher George Financial Recruitment, a leading firm of Chartered Accountants and Chartered Tax Advisors. This is a fantastic opportunity to progress your career and take on new challenges.">Role Summary">The successful candidate will be responsible for advising clients on complex...

Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Adviser to manage the financial planning needs of high net worth individuals. The successful candidate will work in a home/office/hybrid environment, utilizing their expertise to address the complex financial planning requirements of existing clients.The ideal candidate will have a...

Are you an experienced Paraplanning Expert looking for a new challenge? Do you have a passion for delivering exceptional client service and managing complex financial transactions? If so, Artemis Recruitment Consultants Ltd would like to hear from you!Job Description:Collate client data and create detailed suitability letters for various technical...

Our client, Artemis Recruitment Consultants Ltd, is seeking an experienced Paraplanner to join their team based in Weybridge. The successful candidate will have a strong background in managing wealth for private clients, families, and institutions.The role involves:Preparing suitability letters and reports for client meetingsCollating client information and...