Wealth Management Professional
3 weeks ago
About the Role:
We are seeking a skilled Paraplanner to join our team based in Weybridge. The ideal candidate will have experience in managing wealth for private clients, families, and institutions, providing a highly personal service and offering advice across the full range of Private Client Investment Tax and Retirement Planning.
Key Responsibilities:
- Collate client information and prepare suitability letters for a variety of technical cases
- Prepare illustrations and reports for client meetings
- Manage cases to completion and work with internal processing systems
- Ensure that the business obtained is being processed compliantly and in a timely manner
- Liaise with colleagues and third parties on a daily basis
The successful candidate will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products.
What We Offer:
Full training on the relevant IT systems and a competitive salary package.
-
Wealth Management Professional
5 days ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a dedicated Wealth Management Professional to join our team in Weybridge. The successful candidate will have expertise in managing wealth for private clients, families, and institutions.Estimated Salary: £35k - £50kThe key responsibilities of this role include:Preparing and presenting financial plans and solutions for clientsConducting...
-
Private Client Wealth Manager
1 week ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Summary**We are seeking an experienced Private Client Wealth Manager to join our client's team. As a key member of the private client advisory team, you will be responsible for managing a portfolio of recurring income clients and addressing their financial planning needs.Maintain and develop strong relationships with existing clients, maximizing their...
-
Paralegal Professional
2 days ago
Weybridge, Surrey, United Kingdom Knights Full timeOpportunity OverviewIn Weybridge, our Private Client team has established an outstanding reputation as one of the leading teams for providing pragmatic and market-leading advice to a wide range of clients.We are now seeking to recruit a Paralegal who possesses excellent communication and organisational skills, and is looking to be a key part of a fantastic...
-
Professional Sales Manager
5 days ago
Weybridge, Surrey, United Kingdom Procter & Gamble Full time**Job Summary**We are looking for a highly motivated and experienced sales professional to join our team as a Field Sales Manager - South West. As a key member of our sales team, you will be responsible for growing our business within the South West territory, including Southern Wales.In this role, you will have the opportunity to work with our P&G...
-
Audit Manager Professional
1 week ago
Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeAssistant Audit Manager OpportunityFletcher George Financial Recruitment is seeking a highly skilled Assistant Audit Manager to join our team in Weybridge. As a key member of our audit team, you will be responsible for managing audit assignments, drafting opinions, and providing technical support on complex matters.About the Role:Lead audits from planning to...
-
Financial Planner
5 days ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAt Artemis Recruitment Consultants Ltd, we are looking for a highly skilled Financial Planner to join our team in Weybridge. This is a fantastic opportunity for an experienced professional to manage wealth for private clients, families, and institutions.Salary: £30k - £45kThe ideal candidate will have significant industry experience in the technical...
-
Sales Manager for Professional Products
1 month ago
Weybridge, Surrey, United Kingdom Procter & Gamble Full timeAbout the Role:We are seeking a highly motivated and experienced Sales Manager to lead the sales of our P&G Professional range to professional end-users in the Hospitality, Healthcare, and Restaurant industry in the South West area, including Southern Wales territory.
-
Professional Accountancy Practice Manager
4 weeks ago
Weybridge, Surrey, United Kingdom TPF Recruitment Full timeTPF Recruitment is seeking a seasoned Client Manager to join their team at a well-established chartered accountancy practice firm based in the South-East region. The ideal candidate will be a qualified ACA or ACCA professional, or someone with equivalent experience. This role is part of the accounts team and offers a varied workload.This position involves...
-
Senior Development Solicitor
1 week ago
Weybridge, Surrey, United Kingdom Knights Full timeAbout KnightsKnights is a leading legal and professional services business that has made significant strides in the industry. With a strong corporate structure and a flat hierarchy, we have expanded through high-quality acquisitions and organic growth, resulting in a national team of experienced professionals.Career OpportunitiesWe are seeking an exceptional...
-
Tax Professional
2 weeks ago
Weybridge, Surrey, United Kingdom Michael Page UK Full timeJob OverviewWe are seeking a highly skilled Personal Tax Senior to join our tax team in Weybridge. As a successful candidate, you will be responsible for managing a portfolio of tax clients and providing comprehensive tax advisory services.The ideal candidate will have a professional accounting qualification (ATT/CTA/ACCA) and a solid understanding of...
-
Marine Technical Management Professional
7 days ago
Weybridge, Surrey, United Kingdom Royal Caribbean Group Full timeRoyal Caribbean Group is a global leader in the cruise industry, known for its innovative approach to customer satisfaction and employee development.The estimated salary for this role is £90,000 - £140,000 per year.Job DescriptionWe are seeking an experienced Marine Technical Management Professional to join our team in Surrey. As a key member of our Marine...
-
Financial Planning Specialist
1 month ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. The ideal candidate will have experience in managing wealth for private clients, families, and institutions, providing a highly personal service and offering advice across the full range of Private Client Investment Tax and Retirement Planning.The...
-
Security Professional
4 weeks ago
Weybridge, Surrey, United Kingdom Vigilant Security Full timeJob Title: Security ProfessionalJob Summary:Vigilant Security is seeking a highly skilled and experienced Security Professional to join our team. As a Security Professional, you will be responsible for maintaining the day-to-day security requirements at a strategically important site.Main Responsibilities:Provide a prompt, polite, and warm welcome to all...
-
Expert Real Estate Solicitor
3 weeks ago
Weybridge, Surrey, United Kingdom Knights Full timeReal Estate SolicitorJoin our Real Estate Residential Development team at Knights, where you can grow and develop your legal career in a modern professional services business. You will work alongside experienced colleagues in a 'one team' culture, operating a collegiate environment with direct responsibility and an expectation to deliver the best service...
-
Optimisation Technology Professional
3 weeks ago
Weybridge, Surrey, United Kingdom Prax Full timeOptimisation Technology ProfessionalWe are seeking an experienced Optimisation Technology Professional to join our Planning and Optimisation team under the Integrated Supply and Optimisation department at Prax. This role will report directly to the Planning and Optimisation Manager.Key Responsibilities:Ensure refinery LP model is maintained and updated,...
-
Corporate Tax Professional
3 weeks ago
Weybridge, Surrey, United Kingdom TPF Recruitment Full timeJob Title: Corporate Tax ProfessionalTPF Recruitment is seeking an experienced Corporate Tax Professional to join their team in Weybridge. As a Corporate Tax Professional, you will be part of a reputable practice of accountants with an excellent reputation and extensive experience. This is a new role, offering the opportunity to mold the position around your...
-
Senior Audit Professional
7 days ago
Weybridge, Surrey, United Kingdom KBM Training & Recruitment Full timeKey RequirementsTo be successful in this role, you will need:Professional Qualification: Qualified accountant (ACA, CA, ACCA).Industry Experience: Significant external audit experience gained within a professional services environment.Business Development: Experience in business development activities such as targeting, preparation of proposal documents,...
-
Chartered Accountancy Professional
3 weeks ago
Weybridge, Surrey, United Kingdom TPF Recruitment Full timeAbout the RoleTPFRecruitment is seeking a seasoned Chartered Accountancy Professional to join their team as an Accounts Manager. This highly reputable accountancy practice recruitment agency is looking for an individual with a strong background in financial management to lead a team of accountants and provide exceptional client service.Key...
-
Legal Career Advancement Opportunity
2 weeks ago
Weybridge, Surrey, United Kingdom Knights Full timeAbout KnightsWe're a forward-thinking, corporate legal services business that's revolutionizing the industry. Our unique model has enabled us to grow significantly, with over 1400 colleagues across 26 locations.Our strong organic growth, combined with strategic acquisitions, has diversified our business and strengthened our position in key markets.At...
-
Tax Professional Trainee
7 days ago
Weybridge, Surrey, United Kingdom TWP Accounting LLP Full timeA prestigious role as a tax professional trainee awaits at TWP Accounting LLP, offering opportunities for development in a well-established firm of Chartered Accountants with a varied client base.As a successful candidate, you will work alongside experienced tax professionals to learn required procedures and assist with tax compliance. You will also deal...