Wealth Management Jobs in Surrey
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Search results - Wealth Management Jobs in Surrey
MaxAd Fixed Fee Recruitment-Woking
them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing...
Woking
and team development.
What are we looking for?
• Private Wealth/ Client Experience: At least 5-7 years of experience managing a caseload of private client matters, demonstrating proficiency in areas such as estate planning, trust administration...
cv-library.co.uk -
MaxAd Fixed Fee Recruitment-Woking
enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing...
Egham
wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some...
cv-library.co.uk -
MaxAd Fixed Fee Recruitment-Guildford
them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing...
Leatherhead
Paraplanner – Boutique Wealth Management Firm | £30,000 - £40,000 | Leatherhead, Hybrid
A well-established Financial Planning firm seeks an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice...
cv-library.co.uk -
MaxAd Recruitment Ltd-Woking
maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.
Key Responsibilities
Manage and update client records, ensuring accuracy...
careers4a.com -
beBee Careers-Guildford
will possess:
• Qualified Solicitor or Chartered Legal Executive (ideally 3–7 years' experience)
• Experience managing their own caseload of private client matters and demonstrated success with billables
• Interest or experience in business development...
Heat Recruitment-Woking
Job Description
Investment Manager/Director
Surrey/Berkshire
Basic to £90,000 plus bonus and full package
Company
A niche Wealth Management firm are looking to grow their team of investment managers across Surrey and Berkshire.
Role
You...
JR United Kingdom-Woking
wealth funds, endowments, and others across various countries. In 2025, they are also strategically expanding into the wealth management sector.
We seek an experienced, senior-level professional (Director to Sub-MD) with multi-asset investment expertise...
joblookup.com -
Harvey Sutton-Guildford
Are you looking for a more challenging opportunity within Insolvency?
We are currently working with this highly regarded firm, recognised for their expertise in Insolvency, Accountancy and Wealth Management, with offices based in Surrey, wishing...
Vertex Resourcing-Guildford
Job Description
Business Manager
2 Years+ Search Recruitment Experience
Job Description
2 Years+ recruiting in a professional discipline? (FMCG, Retail or Tech would be a real advantage!) Like the “less is more” / passive talent approach...
harvey sutton-Westcott
regarded firm, recognised for their expertise in Insolvency, Accountancy and Wealth Management, with offices based in Surrey, wishing to appoint either an Insolvency Manager or Insolvency Assistant Manager to join their expanding busy team...
joblookup.com -
Sellick Partnership-Guildford
Associate – Private Client (Private Wealth) 3-7 PQE
Guildford | Full Time | Permanent | Hybrid Working
£55,000 - £70,000 DOE + Benefits
A leading regional law firm is seeking a talented Associate Solicitor or Chartered Legal Executive to join...
mbf-Woking
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff...
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