Current jobs related to Private Client Wealth Manager - surrey - Oval Recruit Ltd.

  • Wealth Management Professional

    3 weeks ago

    Surrey, United Kingdom Oval Recruit Ltd. Full time

    Job Title: Wealth Management AdministratorJob Description:As a Wealth Management Administrator at Oval Recruit Ltd., you will be responsible for providing exceptional support to our Private Client team.Key Responsibilities:* Work closely with Private Client Directors on client meetings, including setting up and handling post-meeting documentation.* Create...

  • Wealth Management Professional

    1 month ago

    Surrey, United Kingdom Oval Recruit Ltd. Full time

    Private Client Wealth AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Wealth Administrator to join their team in Surrey. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and their clients.Key Responsibilities:Assist the Private Client...

  • Wealth Management Professional

    1 month ago

    Surrey, United Kingdom Oval Recruit Ltd. Full time

    Private Client Wealth AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Wealth Administrator to join their team in Surrey. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and their clients.Key Responsibilities:Assist the Private Client...

  • Wealth Management Coordinator

    4 weeks ago

    Surrey, United Kingdom Oval Recruit Ltd. Full time

    Private Client Wealth AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Wealth Administrator to join their team in Surrey. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and ensuring the smooth operation of client meetings.Key...

  • Private Client Tax Manager

    4 weeks ago

    Surrey, United Kingdom Warner Scott Recruitment Ltd Full time

    Private Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will report directly to the Tax Partner and Private Client and Trust Directors.About the RoleThis is an exciting opportunity to work with a leading medium-sized practice,...

  • Private Client Tax Manager

    4 weeks ago

    Surrey, United Kingdom Warner Scott Recruitment Ltd Full time

    Private Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will report directly to the Tax Partner and Private Client and Trust Directors.About the RoleThis is an exciting opportunity to work with a leading medium-sized practice,...

  • Private Client Tax Manager

    4 weeks ago

    Surrey, United Kingdom Warner Scott Recruitment Ltd Full time

    Private Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will be responsible for delivering tax planning and advisory services to a range of clients, including non-doms and international clients, family offices, offshore,...

  • Private Client Tax Manager

    4 weeks ago

    Surrey, United Kingdom Warner Scott Recruitment Ltd Full time

    Private Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team in Surrey. As a key member of our Private Client Tax Advisory team, you will be responsible for delivering tax planning and advisory services to a range of clients, including non-doms and international clients, family offices, offshore,...

  • Private Client Solicitor

    4 weeks ago

    Surrey, United Kingdom Austen Lloyd Limited Full time

    About the RoleAusten Lloyd Limited is seeking a skilled Private Client Solicitor to join our team in Surrey. As a Private Client Solicitor, you will be responsible for managing a caseload of private client matters, including wills, trusts, probate, and estate planning.Key ResponsibilitiesManage a diverse range of private client matters, providing expert...

  • Private Client Solicitor

    4 weeks ago

    Surrey, United Kingdom Austen Lloyd Limited Full time

    About the RoleAusten Lloyd Limited is seeking a skilled Private Client Solicitor to join our team in Surrey. As a Private Client Solicitor, you will be responsible for managing a caseload of private client matters, including wills, trusts, probate, and estate planning.Key ResponsibilitiesManage a diverse range of private client matters, providing expert...

  • Private Client Solicitor

    4 weeks ago

    Surrey, United Kingdom Austen Lloyd Limited Full time

    Private Client Solicitor Role About the Opportunity Austen Lloyd Limited is seeking a Private Client Solicitor to join our team in Surrey. As a Private Client Solicitor, you will be responsible for providing high-quality legal services to individual clients, handling a diverse range of private client matters, and working collaboratively with colleagues to...

  • Private Client Solicitor

    1 month ago

    Surrey, United Kingdom Austen Lloyd Limited Full time

    About the RoleAusten Lloyd Limited is seeking a highly skilled Private Client Solicitor to join its esteemed team in Surrey. As a Private Client Solicitor, you will play a pivotal role in providing comprehensive legal advice and services to valued clients.Key ResponsibilitiesManage a caseload of private client matters, including wills, trusts, estate...

  • Private Client Solicitor

    1 month ago

    Surrey, United Kingdom Austen Lloyd Limited Full time

    About the RoleAusten Lloyd Limited is seeking a highly skilled Private Client Solicitor to join its esteemed team in Surrey. As a Private Client Solicitor, you will play a pivotal role in providing comprehensive legal advice and services to valued clients.Key ResponsibilitiesManage a caseload of private client matters, including wills, trusts, estate...

  • Private Client Solicitor

    4 weeks ago

    Surrey, United Kingdom Austen Lloyd Legal Recruitment Full time

    Private Client Solicitor OpportunityA well-established regional firm in Surrey seeks a skilled Private Client Solicitor to join their team. As a Private Client Solicitor, you will provide high-quality legal services to individual clients, handling a diverse range of private client matters.Key Responsibilities:Manage a caseload of private client matters,...

  • Private Client Solicitor

    1 month ago

    Surrey, United Kingdom Alford & Bishop Legal Recruitment Full time

    About the RoleWe are seeking a Private Client Solicitor or Legal Executive to join our client's multi-disciplined and well-established Sussex and Surrey practice. The ideal candidate will have a solid background in private client work and be able to work with minimal supervision.Key ResponsibilitiesHandling a varied caseload for a range of clients, including...

  • Private Client Solicitor

    1 month ago

    Surrey, United Kingdom Alford & Bishop Legal Recruitment Full time

    About the RoleWe are seeking a Private Client Solicitor or Legal Executive to join our client's multi-disciplined and well-established Sussex and Surrey practice. The ideal candidate will have a solid background in private client work and be able to work with minimal supervision.Key ResponsibilitiesHandling a varied caseload for a range of clients, including...

  • Private Client Solicitor

    4 weeks ago

    Surrey, United Kingdom Alford & Bishop Legal Recruitment Full time

    About the RoleWe are seeking a Private Client Solicitor or Legal Executive to join our client's multi-disciplined and well-established Sussex and Surrey practice. The ideal candidate will have a solid background in private client work and be able to work with minimal supervision.Key ResponsibilitiesHandling a varied caseload for a range of clients, including...

  • Private Client Solicitor

    6 days ago

    Surrey, United Kingdom Alford & Bishop Legal Recruitment Full time

    About the Role We are seeking a Private Client Solicitor or Legal Executive with a solid background to join our client, a multi-disciplined and well-established Sussex and Surrey practice. The ideal candidate will be able to work with minimal supervision and have a strong background in all aspects of private client work.Key Responsibilities The successful...

  • Private Client Solicitor

    4 weeks ago

    Surrey, United Kingdom Oculus Legal Group Full time £47,000 - £60,000

    Private Client Solicitor OpportunityAt Oculus Legal Group, we are seeking an ambitious Private Client Solicitor with 1+ years PQE to join our warm and welcoming Wills & Estate Planning team.About the RoleAs a Private Client Solicitor, you will be responsible for advising clients on estate and tax planning, providing exceptional legal advice in Private Client...

  • Private Client Solicitor

    3 weeks ago

    Surrey, United Kingdom Alford & Bishop Legal Recruitment Full time

    About the RoleYou will be handling a varied caseload for a range of clients, consisting of Will drafting, Estate Administration, Lasting Powers of Attorney, Trusts and Administration, Court of Protection applications and Inheritance Tax planning.Candidate RequirementsYou will need to be c.2 years+ PQE with a solid background in all aspects of private client...

Private Client Wealth Manager

2 months ago

surrey, United Kingdom Oval Recruit Ltd. Full time
Private Client Wealth Administrator

About the Role

Oval Recruit Ltd. is seeking a highly skilled Private Client Wealth Administrator to join their team in Surrey. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and clients.

Key Responsibilities

  • Assist the Private Client Directors in preparing for client meetings, including setting up and arranging documentation.
  • Maintain accurate client data across all systems and take dealing instructions from clients and Directors.
  • Liaise closely with the back office staff and client servicing team to ensure best practice and optimal client outcomes.
  • Collaborate with the Private Client team on various projects and business initiatives.

Requirements

  • At least 2 years of experience in a similar Private Client Investment, Financial Planning, or Wealth Management organization.
  • Experience working with investment, wealth, and financial planning products.
  • Proven client-focused background with a strong proactive and energetic approach to work.
  • Good educational background, ideally working towards Financial Planning and/or Investment qualifications.
  • Excellent communication and administrative skills.

What We Offer

  • An excellent working environment.
  • An excellent base salary and package.

Contact Information

For more information, please contact Edward Groves.