High Net Worth Financial Advisor

An 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...

We 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...

We 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,...

Role 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...

Job 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...

About 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,...

Salary and Benefits">The salary for this position is £30-35,000 + excellent benefits, including up to 10% contributory pension, PMI, IP, DIS, and annual bonuses - discretionary and performance related. Based on your location in Central Surrey, you can expect a higher cost of living but also access to excellent job opportunities.Job Description">We are...

Job Overview:  Lloyd Recruitment Limited is seeking an experienced Senior Administrator to provide high-level support to its team of advisors at a leading, ultra-high net worth Independent Financial Adviser (IFA) based in Central Surrey.  This role involves providing administrative support to directors and paraplanners, processing new business and...

About Us: Lloyd Recruitment Limited is a leading recruitment agency specializing in placing candidates in high-net-worth Individual Financial Advice (IFA) roles. We are committed to delivering exceptional results for our clients and candidates, and we are proud of our reputation for integrity, professionalism, and expertise.The Role:We are seeking a highly...

Financial Planning RoleWe are seeking an experienced Financial Planner to join our team in Guildford. This is a fantastic opportunity for a talented professional to develop and create new business with high net worth individuals and businesses.This role involves:Developing and maintaining relationships with existing clients to minimize attrition and grow the...

Evelyn Partners Fund Solutions Limited offers an exciting opportunity for a Financial Planning Manager - Private Clients. As a key member of our team, you will provide expert financial planning advice to high net worth individuals and families.In this role, you will be responsible for delivering comprehensive financial planning services, including cash flow...

A vacancy exists for a senior administrator position within a reputable ultra-high net worth Individual Financial Advisor (IFA) firm based in Central Surrey.About the RoleThis role requires an experienced administrator to support the directors and paraplanners in various tasks, including individual and group administration, quote gathering, and product...

Our client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey, is seeking an experienced Senior Administrator to provide high-level support to their team of advisors.Salary and BenefitsThe successful candidate can expect a salary of £30-35,000 per annum, plus excellent benefits including up to 10% contributory...

About the RoleWe are seeking a Commercial Law Advisor to join our award-winning corporate team at Medlock Partners. This is an exceptional opportunity to work on high-value transactions valued at over £3 billion annually and advise a diverse client base, including household-name PLCs, high-growth companies, mid-tier businesses, and high-net-worth...

**About the Role:**We are seeking a highly skilled Strategic Estate Advisor to join our esteemed Private Client team in Guildford. As a key member of our team, you will play a crucial role in providing exceptional legal advice and guidance to our high net worth clients.**The Opportunity:**Act as an independent administrator and advisor on various matters,...

Job SummaryFarrar Levin Legal Recruitment is seeking a highly skilled International Private Client lawyer to join our team. As a Private Client Specialist, you will be responsible for advising high-net-worth individuals on complex international tax, trust, estate planning, and succession matters.About the RoleThis is an excellent opportunity for a qualified...

Unlock Your Career Potential with Evelyn Partners Fund Solutions LimitedEvelyn Partners Fund Solutions Limited is the UK's leading integrated wealth management and professional services group, offering a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We are...

Company BackgroundThis prestigious Top 100 firm is renowned for its expertise in high-net-worth and ultra-high-net-worth family law cases. With a strong presence in the legal market, they are consistently ranked in the Legal 500 across multiple disciplines.Their exceptional reputation is built on the strength of their partners, who are recognized individuals...

Company OverviewJMC Legal Recruitment is proud to present a unique opportunity for an experienced Property Litigation Solicitor to join their esteemed team. This renowned law firm boasts an impressive reputation, with over 100 years of rich history and a presence in Surrey and London.The company's core practice areas include Commercial, Residential, and...

About the RoleWe are seeking an experienced Financial Planner to join our team in Guildford. This is a fantastic opportunity to develop and create new business with high net worth (HNW) individuals and businesses ranging between £2 million-£5 million and upwards.