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Wealth manager Jobs in Surrey

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Senior Financial Administrator (Wealth Management)-Offices near Esher/Kingston - Up to £45,0000

Surrey Permanent Financial Divisions Wealth manager
01 November - Senior Financial Administrator (Wealth Management) Surrey - Chartered IFA Firm - Salary Up to £45,0000, Fantastic benefits package, flexible …
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Graduate Financial Administrator - Wealth Management Firm - Leatherhead (Surrey)

Leatherhead Permanent Financial Divisions Wealth manager
12 October - Working with HNW & UHNW Clients - Full Training and Study Support - £24k - £26k Base Salary + Benefits An award-winning, chartered independent wealth planning …
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Wealth Manager - Surrey - Guildford

Guildford HSBC UK Bank plc Wealth manager
28 June - Provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth …
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Assistant Manager - Private Client Tax

Guildford Evelyn Partners Assistant manager
€10,000 - €40,000 a year
14h ago - Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of …
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Paraplanner

Guildford Permanent
£45,000 - £55,000 a year
14h ago - Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially …
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Wealth Management Administrator

Godalming Permanent Cameron James Wealth management administrator
01 November - of Plan Checklists 4. Assist in compilation of Suitability Reports 5. Upload documents to Caerus for compliance 6. Facilitate the approval of cases which do …
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IFA Administrator - Boutique Wealth Management Firm - Up to £35,000 - Leatherhead offices

Leatherhead Permanent Financial Divisions Ifa administrator
01 November - Career Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £35k basic …
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Financial Administrator - Esher, Surrey - £40,000-45,000 + £Bonus + Study Support

Esher Permanent Financial Divisions
01 November - Well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth …
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CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR - Esher area -To c £40/45k ...

Esher Permanent Financial Divisions Client relationship manager
01 November - CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management) Excellent benefits package Are you an experienced …
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Associate Paraplanner / Junior Paraplanner - Esher, Surrey - £40 - 45k + study support + bonus

Esher Permanent Financial Divisions
01 November - Ideally educated to degree level (or equivalent) and have previous experience of working in Wealth Management, either as an administrator or as …
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Technical Paraplanner

Guildford Permanent Blakemore Recruitment
01 November - Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing …
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Financial Planner

Leatherhead Permanent mbf. Financial planner
01 November - This well-established and rapidly growing firm is seeking individuals with a vision for building and managing their own high-quality client book. … Role …
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IFA Administrator

Reigate Permanent Blakemore Recruitment Ifa administrator
01 November - We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator. …
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12-Month Placement Programme, Audit - Guildford (July 2025)

Guildford Evelyn Partners Fund Solutions Limited
€40,000 - €60,000 a year
01 November - 2025) * Full-time * Office Location: Guildford (Onslow) For over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth …
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School Leaver Programme, Audit - Guildford (Jan 2025)

Guildford Evelyn Partners Fund Solutions Limited
€40,000 - €60,000 a year
01 November - * Full-time * Office Location: Guildford (Onslow) Job Description Evelyn Partners is the UK’s leading integrated wealth management and …
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School Leaver Programme, Private Client Tax - Guildford (Sept 2025)

Guildford Evelyn Partners Fund Solutions Limited
€40,000 - €60,000 a year
01 November - * Office Location: Guildford (Onslow) Job Description For over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth …
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Front End Developer

Shepperton Permanent Prospectus It Recruitment Front end developer
01 November - SectorLocation: Remote (UK based) The OpportunityWe are recruiting on behalf of a top-tier global FinTech company with over 30 years of experience in wealth …
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Senior Group Risk & Healthcare Administrator

Weybridge Permanent Ashe Consulting Healthcare
01 November - This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for …
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Group Risk & Healthcare Adviser

Addlestone Permanent Ashe Consulting Healthcare
01 November - This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for …
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IFA Administrator

Epsom Lloyd Recruitment - Epsom Ifa administrator
01 November - IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where …
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Team Manager, Safeguarding Team

Guildford Social Personnel Team manager
€40,000 - €60,000 a year
31 October - We have opportunities for a Team Manager to join our Family Safeguarding Team based across South West Surrey covering the Guildford area. … The salary …
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IFA Administrator

Ewell Lloyd Recruitment - Epsom Ifa administrator
£28,000 - £35,000 a year
31 October - IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where …
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Head of Financial Advice - Dorking

Dorking Artemis Recruitment Consultants Ltd
31 October - This role will help drive a well-established wealth advisory firm forward onto the next stage of its growth plan. … Reporting into the …
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Protection Advisor

Mytchett Hawk Brown Recruitment Protection advisor
£30,000 - £34,000 a year
31 October - My client is seeking an experienced Advisor to provide professional protection advice and guidance following the Wealth Management sales …
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Internship Programme, Private Client Tax - Guildford (July 2025)

Guildford Internship
31 October - Job DescriptionFor over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth management.
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Internship Programme, Audit - Guildford (July 2025)

Guildford Internship
31 October - Job DescriptionFor over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth management.
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Financial Planner Team Leader

Guildford Evelyn Partners Fund Solutions Limited Financial planner
€40,000 - €60,000 a year
30 October - Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in …
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Head of Financial Advice - Dorking

Dorking Artemis Recruitment Consultants Ltd
€100,000 - €125,000 a year
30 October - This role will help drive a well-established wealth advisory firm forward onto the next stage of its growth plan. … Reporting into the …
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IFA Manager - Dorking

Dorking Artemis Recruitment Consultants Ltd Manager
€40,000 - €60,000 a year
30 October - IFA Manager - Dorking We are looking for a Head of Financial Advice for our client based in Dorking. … We are looking for someone who will be able to …
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Business Project Manager

Addlestone Bourne Education Trust Business project manager
€10,000 - €40,000 a year
30 October - The Role As Programme Manager, you will be responsible for ensuring the smooth delivery of the Tree Aid portfolio, including in francophone West Africa, so …
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