Senior Financial Planner — High-Net-Worth Wealth Strategy

A leading wealth management firm near Leatherhead is looking for a Senior Financial Adviser to manage high net worth clients' portfolios. You should have over 5 years of experience in wealth management with a proven track record. The role involves working closely with a support team and finding innovative ways to help the business grow. The compensation...

1 day ago Be among the first 25 applicantsThis range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from Financial DivisionsPartner at Financial Divisions - Peter@financialdivisions.co.uk - Recruiting Wealth Management...

A leading financial advisory firm in Leatherhead is seeking a Senior Financial Planner to manage relationships with existing high-net-worth clients. The role involves providing tailored financial advice on pensions, investments, and other financial matters. Candidates should have a proven track record in client relationship management and an understanding of...

Join to apply for the Senior Financial Planner role at Citywide Financial Partners. Company Description Citywide Financial Partners has been delivering bespoke, independent financial advice to families, retirees, and professionals since 2004. Guided by a commitment to addressing the long‑term needs of clients, we specialize in simplifying financial...

Senior Financial PlannerServicing role of existing HNW clientsSurrey based Chartered IFA (Leatherhead)£100k - £110k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff...

Senior Financial PlannerServicing role of existing HNW clientsSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff...

A leading accountancy practice in Leatherhead is looking for a Private Client Tax Senior Manager to oversee comprehensive tax services for high-net-worth individuals. This role requires a CTA qualified individual with at least 5 years of experience, focusing on providing specialist tax advisory services and ensuring compliance. The position offers a...

**Assistant Investment Accountant (Wealth)** - Are you studying or qualified in AAT?_ - Do you have an interest in Wealth?_ - If soplease read on!_ **£24,000 - £27,000 plus 25 days holiday, pension, private medical insurance, free on-site gym, dress down Fridays and much more!** **Leatherhead with on-site parking** **Full time, Hybrid working** **Start...

Senior Financial PlannerServicing role of existing HNW clients from the CEOSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6...

Senior Financial PlannerServicing role of existing HNW clients from the CEOSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits : Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6...