Chartered Financial Advisor

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

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 CompanyOur client is a boutique Chartered IFA firm based in Leatherhead/Epsom, Surrey. They offer whole of market financial advice to high net worth individuals and families across Surrey, Sussex, Kent, and London.The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client...

We are currently seeking a Trust Accountant to join our team in Leatherhead, Surrey. As a key member of our team, you will be responsible for preparing trust accounts and tax returns for UK and non-UK trusts and estates.Job DescriptionThe successful candidate will have extensive experience in trust accounting and all aspects of trust taxation. You will be...

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...

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...

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...

Fletcher George Financial Recruitment is a leading financial recruitment agency with a specialist team dealing with Chartered Accountants and Tax Advisers. We have an exciting opportunity for a Trust Accounting Professional to join our Leatherhead team.About the RoleThe role involves preparing trust accounts and tax returns for UK and non-UK trusts and...

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....

Job OverviewFletcher George Financial Recruitment is seeking a Personal Tax Advisor to provide expert tax advice to clients. The ideal candidate will have previous work experience gained in a private client/personal tax environment, preferably in practice.Managing a busy portfolio and dealing with clients on a daily basis to support them in achieving full...

A Trust Accountant is sought by Fletcher George Financial Recruitment to join their team in Leatherhead, Surrey. This is an exciting opportunity for a qualified professional to work with a leading firm of Chartered Accountants and Tax Advisers.About the JobThe successful candidate will be responsible for preparing trust accounts and tax returns for UK and...

Key ResponsibilitiesProvide administrative support to our Chartered Financial AdvisersPrepare reports and presentations for client meetingsConduct research and analysis to inform adviser decisionsAssist in the development of marketing materialsWe are looking for an individual who is studying towards their Level 4 Diploma in Financial Services and has...

Company Overview:Fletcher George is a renowned financial recruitment agency, dedicated to connecting talented professionals with exciting career opportunities in the accountancy and finance sector. As a trusted partner for businesses across Surrey, we pride ourselves on our ability to deliver high-quality candidates who can make a real impact.Salary:...

Role OverviewWe are seeking a highly motivated Client Service Coordinator to join our team in Leatherhead/Epsom. As a key member of our administration team, you will support our Chartered Financial Advisers in delivering exceptional client service.Your primary responsibility will be to provide administrative support, including preparing reports, conducting...

Job Title: Financial Services Audit ManagerA highly respected firm of Chartered Accountants is seeking an experienced Audit Supervisor to join their team in Leatherhead. This dynamic and supportive environment offers a fantastic career opportunity for a qualified professional who can thrive in a modern, flexible, and fast-paced environment.This role provides...

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...

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...

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 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...

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...