Lead Private Wealth Advisor
3 days ago
Evelyn Partners offers an exciting opportunity for a Lead Private Wealth Advisor to join our team. As part of this role, you will be responsible for supporting Assistant Managers, Managers, and Directors across their client portfolios and contributing to various projects.
About You- Significant experience in a professional services firm.
- Strong knowledge of private client tax issues, including complex capital gains tax and inheritance tax matters.
- Effective communication and people management skills.
- Ability to develop new business into profitable long-term relationships.
- Qualified Chartered Accountant (ACA) and/or Chartered Tax Adviser (CTA).
- Estimated annual salary: £85,000.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
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Director of Wealth Management
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Tunbridge Wells, Kent, United Kingdom evelyn Partners Full timeJob Title: Director of Wealth ManagementEvelyn Partners is seeking an experienced Director of Wealth Management to lead our Financial Planning team. As a key member of our leadership team, you will be responsible for delivering bespoke wealth management solutions to our high net worth private clients.About the Role:This is a senior leadership role within our...
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Private Wealth Advisory Expert
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience helping generations of people and businesses thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...
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Corporate Tax Advisor Lead
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Private Client Services Lead
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Private Client Tax Advisor
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, with a rich heritage of over 186 years in delivering expert advice to individuals and businesses.Our core values of Personal, Performance, and Professionalism drive our exceptional track record of growth and innovation, enabling us to...
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Wealth Planning Assistant Role
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Private Client Tax Leadership Position
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group in the UK, boasting over 186 years of experience. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We provide an award-winning service by...
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Wealth Planning Assistant
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Private Client Tax Specialist
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Senior Private Client Tax Advisor
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Wealth Planning Assistant
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Tax Wealth Management Professional
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Private Client Tax Director
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Wealth Planning Assistant
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Wealth Planning Assistant
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Senior Private Client Tax Specialist
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Tax Advisor
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Senior Private Client Solicitor
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