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Chartered Financial Services Professional
1 day ago
In 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 sophisticated financial strategies.
Your task will involve working collaboratively with internal teams, including administrators and paraplanners, to ensure the highest level of client satisfaction. You will also contribute to business growth by identifying opportunities to expand services and develop strategic partnerships.
To succeed in this challenging yet rewarding position, you must possess excellent communication and interpersonal skills, as well as the ability to think critically and creatively. A competitive salary package (£70k - £90k), plus bonuses on new business, reflects the company's commitment to attracting and retaining top talent.
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Chartered Financial Consultant
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeAre 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,...
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Chartered Financial Advisor
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeRequirements and QualificationsTo excel in this role, you will need to possess proven experience working with high-net-worth individuals, a strong understanding of financial planning principles and practices, and excellent communication and interpersonal skills. Your ability to work collaboratively with the support team will be crucial in delivering...
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Financial Administrator
3 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeAbout 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...
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Financial Services Specialist
4 weeks ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeA 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...
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Client Service Coordinator
3 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeKey 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...
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Financial Services Audit Manager
1 month ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeJob 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...
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Financial Planner
2 months ago
Leatherhead, UK, Surrey, United Kingdom Financial Divisions Full timeFinancial 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....
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Chartered Accountancy Expert
4 weeks ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeWe 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...
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Financial Services Professional
3 days ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeAccounts Supervisor RoleWe are seeking a highly skilled and experienced Accounts Supervisor to join our team in Surrey. This is an excellent opportunity for a qualified accountant with practice experience to work closely with the senior management team.About the RoleThis challenging and varied role involves managing client portfolios, developing junior...
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Trust Accountant Professional
4 weeks ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeFletcher 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...
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Trust Accounting Professional
5 days ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeFletcher 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...
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Chartered Audit Professional
4 weeks ago
Leatherhead, Surrey, United Kingdom Protalent Full timeJoin our Esteemed Client:We are partnering with a highly respected Chartered accountancy practice to find an exceptional Audit Senior to join their dynamic team.About the Role:This senior-level position offers a challenging and rewarding opportunity to lead audits, develop client relationships, and drive business growth.As an experienced professional, you...
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HNW Wealth Manager
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeRole 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...
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Paraplanner Support Specialist
3 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeRole 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...
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Financial Services Manager
1 week ago
Leatherhead, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeFletcher George Financial Recruitment seeks a skilled Senior Accounting Manager to drive growth in a key business area. As part of a dynamic and evolving leadership team, you will assist in developing the Business Services and Outsourcing offering.Key Responsibilities:Lead and support a growing team of Accountants.Prepare and review statutory accounts for...
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HNW Case Manager
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeBecome 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...
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Financial Services Professional
4 weeks ago
Leatherhead, Surrey, United Kingdom Michael Page Full timeMichael Page is looking for a Financial Services Professional to prepare trust accounts and tax returns for UK and non-UK trusts, estates, and high net worth individuals.The key responsibilities of this role include administering trusts, liaising with trustees and advisors, and delivering high-quality, client-focused solutions. We are looking for someone...
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HNW Financial Manager
2 weeks ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeAbout 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...
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Financial Planning Specialist
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeJob OverviewAs a seasoned Financial Planner, you will be responsible for managing an existing book of business from the CEO, requiring expertise in handling complex high-net-worth cases. This servicing role is focused on leveraging industry knowledge to provide expert financial advice to clients with assets ranging from £600k to £8m.Key...
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HNW Financial Advisor
1 day ago
Leatherhead, Surrey, United Kingdom Financial Divisions Full timeRole 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...