Wealth Manager

Evelyn Partners Fund Solutions Limited: A Leading Force in UK Wealth ManagementWe are a leading force in UK wealth management and professional services, committed to helping individuals and businesses achieve better outcomes. Our legacy is built on a commitment to delivering good advice and exceptional service.We are seeking highly motivated and ambitious...

About the RoleWe are seeking an experienced Senior Wealth Management Professional to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our leadership team, you will play a critical role in shaping the future of our organization and driving business growth through exceptional client service.The ideal candidate will have a strong...

Synchronicity Financial Services is currently recruiting for a Compliance Officer - Wealth Management to support their small team. This is an excellent opportunity for candidates who wish to pursue a career in financial regulations and compliance.The successful candidate will possess some experience in the financial services or insurance sector, strong Excel...

Job OverviewWe are seeking a highly skilled Tax and Accounts Manager to join our Private Client team in Guildford. This is an exciting opportunity to work with a highly respected team dedicated to private wealth advice, UK and international tax planning, and asset protection.

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.

About Our ClientWe are excited to collaborate with a forward-thinking financial services firm that values innovation and excellence. Their commitment to employee satisfaction and growth makes them an attractive partner for GCB Recruitment.Compensation PackageThe compensation package for this Financial Advisor role includes a base salary of £45,000 -...

Role OverviewThis is a fantastic opportunity for a Private Client Solicitor to join a well-established regional practice in Guildford. The firm has a strong reputation for providing exceptional service to its high net worth clients and is looking for a talented individual to help drive its continued success.The ideal candidate will have 3+ years of...

As a Private Client Solicitor at QED Legal, you will have the opportunity to work on a wide range of cases, from simple estate planning to complex probate disputes. You will be responsible for managing a varied caseload, advising clients on their legal options, and negotiating settlements.What We OfferWe offer a competitive salary, career progression...

About Evelyn Partners Fund Solutions LimitedWe are a leading force in UK professional services and wealth management, committed to helping businesses and individuals achieve better outcomes.

**Job Overview**We are seeking a skilled and experienced Mechanical Supervisor to oversee the operation and maintenance of mechanical plants at Invictus Group in Guildford. This key role will ensure efficient and effective service delivery.Main Responsibilities:Supervising and maintaining mechanical plant equipment while ensuring compliance with all safety...

About the CompanyEvelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services, with a long history of delivering exceptional client service and driving business growth. Our team of experienced professionals is committed to helping our clients achieve their financial goals, and we are seeking a talented Financial...

Company OverviewWe are a boutique wealth management firm based in the Surrey region, providing expert financial advice to private and corporate clients. Our team is dynamic and forward-thinking, always seeking innovative solutions to meet our clients' needs.

Main ResponsibilitiesTo lead and develop the firm's Surrey tax offering while maintaining a significant existing client portfolio.To provide high-level advisory and planning services to a large existing portfolio of corporate and personal tax clients focusing on SMEs, OMBs, groups, partnerships, and HNWIs.The successful candidate will gain experience in...

Chadwick Nott is seeking a Probate and Estate Administration Specialist to join our established private client team in Guildford. This is an excellent opportunity to work with a wide array of clients, typically high net worth individuals, featuring a healthy mix of cross-border matters.The successful candidate will be responsible for a caseload primarily...

Evelyn Partners Fund Solutions Limited is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

Key Responsibilities:Manage a diverse range of cases involving wills, probate, trusts, and estate planning.Advise clients on intricate legal matters related to inheritance and succession planning.Develop long-term relationships with clients and contribute to business growth through referrals and partnerships.Our ideal candidate will be a qualified Solicitor...

Job DescriptionThe successful candidate will provide technical expertise across all areas of private client work, including estate planning, trust creation and management, inheritance tax, and estate administration. Key responsibilities include:Client Service Excellence:Offer expert guidance on complex estate planning, trust creation and management,...

As a leading Legal 500 ranked firm, Chadwick Nott offers an exciting opportunity for a Senior Private Wealth Lawyer to join our well-regarded private client team in Guildford. The successful candidate will have a caseload focused on probate and estate administration, working with high net worth individuals and featuring a mix of cross-border matters.The role...

We are seeking a Financial Services Compliance Specialist to join our team at Synchronicity Financial Services. This role offers an excellent opportunity for individuals with a passion for financial regulations and compliance to gain valuable experience in wealth management.The ideal candidate will have some experience gained in the financial services or...

Job Title: Private Client SolicitorWe are seeking a highly skilled and experienced Private Client Solicitor to join our team in Surrey. As a Private Client Solicitor, you will be responsible for managing a varied caseload including wills, probate, trusts, estate planning and lasting powers of attorney.The ideal candidate will have 2+ years PQE and a proven...