Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients.
Morgan McKinley are working with a leading Top 10 firm with their search for a Private Client Services Assistant Manager within their Guildford office.
This role would suit an ambitious Tax Senior who is looking to take the next step in their career or establish Assistant Manager who is looking to broaden their skill set and a larger firm.
Posted by Warner Scott Recruitment Ltd • £85K/yr to £95K/yr
Your principal focus will be to deliver tax planning and advisory services in relation to a range of clients which may include Non- Dom and International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate Planning.
You will report into the Tax Partner and Private Client and Trust Directors and be provided with a varied role which will embrace providing advisory and compliance services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
An exciting opportunity has arisen within the Private Client Tax Advisory team of the Surrey office of this leading medium sized practice.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Gregory Martin International Limited • £30K/yr to £50K/yr
A new opportunity has arisen for a Private Client Tax Advisor (Senior) to join our clients Private Client Tax team based in Farnham, Surrey.
The ideal candidate should have experience within a private client tax team and ideally be ATT qualified.
Our client is a top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals in Central and Southern England.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.