Trust and Wealth Management Professional

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...

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...

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...

About Us: Our client, a renowned accountancy practice in the UK, has a dedicated Trust and Wealth department in Surrey catering to the needs of Ultra High Net Wealth (UHNW) individuals and families. They deliver bespoke tax consultancy services, ensuring their clients receive precisely tailored solutions.Job Role: As a Senior Trust Tax Specialist in our...

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...

We are seeking a highly experienced Trust Accountant to join our team in Leatherhead. As a key member of our Trust and Wealth Services Department, you will be responsible for preparing trust accounts and tax returns for UK and non-UK trusts and estates, as well as administering these trusts and liaising with trustees and other advisors.The successful...

Job DescriptionCompany OverviewOur client is a leading accountancy practice in the UK, specialising in delivering comprehensive tax consultancy to individuals and families. Their Trust and Wealth department based in Surrey consolidates net worth for Ultra High Net Worth (UHNW) individuals or families.Role OverviewThis role involves preparing trust accounts...

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...

Fletcher George Financial Recruitment seeks a skilled Trust Accountant to join their team in Leatherhead, Surrey.About the RoleThis is an excellent opportunity for a qualified professional to work with a thriving international firm of Chartered Accountants and Tax Advisers. The successful candidate will be responsible for preparing trust accounts and tax...

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...

We are seeking a highly skilled Trust and Estate Accounting Professional to join our client's Tax team in Leatherhead.**About the Role**This is an exciting opportunity to work on complex financial structures and deliver high-quality solutions to clients. The ideal candidate will possess a flair for handling trust accounting and taxation...

Trust Accountant Job Summary:We are looking for a highly skilled Trust Accountant to join our client's Leatherhead team. This is an excellent opportunity for a qualified professional to work with a thriving international firm of Chartered Accountants and Tax Advisers. The successful candidate will possess strong trust accounting skills, sound onshore and...

About the Opportunity:Fletcher George is excited to offer a challenging and rewarding role as a Trust Accountant in Leatherhead, Surrey. The successful candidate will have a strong background in trust accounting and tax knowledge, with excellent communication and interpersonal skills.Job Summary:We are seeking an experienced Trust Accountant to join our...

About the Role:In this challenging yet rewarding role, you will work closely with our team to deliver comprehensive tax consultancy services to our clients. Your responsibilities will include preparing trust accounts and tax returns, administering trusts, and liaising with trustees and advisors.Key Responsibilities:Preparing trust accounts and tax returns...

**About the Role**This is an exciting opportunity to work as a Trust Accountant with Protalent, a well-established Practice in Leatherhead. As a key member of our team, you will be responsible for preparing trust accounts and tax returns for various entities, administering trusts, charities, and estates, and providing technical expertise in trust accounting...

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...

Clark Wood - Tax Recruitment is seeking a highly skilled Financial Professional to join their team as a Trust and Tax Specialist. The ideal candidate will be ATT, ACA, ACCA or STEP qualified with 5 years of relevant experience in trust accounting and taxation.The role involves working within the Trust and Private client team, providing expert advice on tax...

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...

**Job Overview**We are seeking a skilled Trust Accountant to join our team at Protalent, an established Practice with an international grouping of professional firms. Located in Leatherhead, this role offers a unique opportunity to work with UK and non-UK trusts and estates.Key Responsibilities:Prepare trust accounts and tax returns for various...

Henderson Scott UK is a leading Regional Law Firm looking for an experienced Wills & Probate Solicitor to join its team. As a key member of the Private Client department, you will provide exceptional expertise in Wills, Trusts, Probate, and Estate Administration.ResponsibilitiesThe Wills & Probate Solicitor will be responsible for:Drafting Wills and creating...