HNW Wealth Manager

Role OverviewThe position of Financial Planner has become available within the esteemed Financial Divisions, a leading boutique Chartered IFA firm. This servicing role entails managing an existing book of business from the CEO, comprising clients with assets ranging from £600k to £8m.Servicing 80-100 high-net-worth (HNW) individuals, you will leverage your...

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

Job OverviewThis is a unique opportunity to join the esteemed team at Financial Divisions, a boutique wealth planning firm with a strong reputation for delivering exceptional results to HNW clients. As a servicing Financial Planner, you will be responsible for managing a portion of the CEO's existing book of business, comprising complex cases with assets...

Join a boutique Chartered IFA firm as a Wealth Planning Specialist, where you will have the opportunity to work with high net worth individuals and manage a portion of the Managing Director's existing book of business.This is a servicing role that requires a candidate with experience in an independent wealth planning firm, who can handle complex HNW...

About the OpportunityThe Financial Divisions offer a unique opportunity for a Senior Wealth Advisor to join their team and take on a challenging and rewarding role.In this position, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional...

Become a key member of our team as a HNW Case Manager and take advantage of this exciting opportunity to work with a prestigious boutique Chartered IFA firm.In this role, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investments, pensions, tax planning, and other financial matters.With a competitive...

HNW Financial AdvisorWe are seeking an experienced HNW Financial Advisor to join our team and provide exceptional service to our high net worth clients.About the Role:Work closely with our Managing Director to deliver tailored financial solutions to our clients.Develop and implement comprehensive financial plans that meet the unique needs of each...

Job SummaryWe are seeking an experienced Senior Wealth Manager to join our team at Financial Divisions. As a key member of our financial planning division, you will be responsible for managing a portion of the CEO's existing book of business.Your primary objective will be to provide exceptional wealth management services to high net worth clients, building...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

Senior Portfolio ManagerWe are seeking a highly skilled Senior Portfolio Manager to oversee a significant portion of our existing high net worth client base.About the Role:Manage a portfolio of 80-100 high net worth clients with assets ranging from £600k to £8m.Provide expert financial guidance on pensions, investments, tax planning, cashflow modelling,...

Fletcher George Financial Recruitment is seeking a Trust and Wealth Management Professional to join their Leatherhead team. This exciting opportunity will involve working in the Trust and Wealth Services Department, where you will be responsible for preparing trust accounts and tax returns for UK and non-UK trusts and estates.The ideal candidate will have...

About the RoleThe successful candidate will have a background in independent wealth planning and experience working with high net worth clients. You will be expected to work closely with our administrative and paraplanning teams to deliver first-class client service.In return, you can expect a competitive salary of £70k - £90k, plus bonuses on new business...

About the JobWe are seeking a highly skilled High Net Worth Planning Specialist to join our team as a Senior Wealth Advisor.In this role, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional client service.Key responsibilities...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

About the Job: Trust Accounting ManagerOur client, a leading accountancy practice in the UK, is seeking a Trust Accounting Manager to join their Trust and Wealth department based in Surrey. As a Trust Accounting Manager, you will play a key role in preparing trust accounts and tax returns for UK and non-UK trusts, estates, and high net worth individuals, as...

Career OpportunityWe are seeking a skilled Financial Planner to join our team at Financial Divisions, a leading provider of wealth management services. As a servicing Financial Planner, you will be responsible for managing a significant portion of the CEO's existing book of business, comprising high-value cases with assets between £600k and £8m.The ideal...

Key ResponsibilitiesWe are looking for a talented Tax Advisory Accountant to join our team in Leatherhead, Surrey. As a key member of the tax team, you will work closely with High-Net-Worth clients and Owner Managed Businesses to provide expert tax advice and guidance.Your key responsibilities will include:Providing expert advice on personal, corporate, and...

About the RoleBennett & Game Recruitment is working with a prestigious accountancy practice in Leatherhead, Surrey, to find a highly skilled Tax Advisory Accountant. This is an exceptional opportunity for a tax professional to join a dynamic team and contribute to the success of high-profile clients.The ideal candidate will possess excellent technical...