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Private Client Tax Manager - Market leading accountancy firm in Tunbridge Wells Client Details We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager. Description Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families. • You will take responsibility for delivering work to clients in line with agreed timelines and budgets., • You will be managing a client portfolio reviewing the work of junior team members., • Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work., • Monitoring of WIP and drafting fee notes, • Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work., • You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters., • You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions., • Ability to think beyond the technical elements of your work and consider the client's overall landscape., • Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues., • People management and organisational experience, • Competitive salary, • Private medical insurance, • Life assurance, • Pension contribution, • Hybrid working model (role dependant), • Generous holiday package, • Option to purchase additional holiday, • Shared parental leave

Client Services / Technical Administrator Location - Tonbridge Hours - Full-time / Hybrid working (2-3 days in office) Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James’s Place Partner Practice and looking for a new challenge? Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business. The Role - Client Services / Technical Administrator The role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you’ll work closely with colleagues to deliver high-quality, administrative, and technical support. Key Tasks and Responsibilities Working closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review. • You will be the ‘Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and information, • Preparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate and complete, • Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations, • Ownership of post-meeting actions, including updating client records, CFR, advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion., • Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers’ recommendations, • Managing Salesforce and keeping all client details up to date The Person - Client Services / Technical Administrator This is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a ‘can do’ working style. • You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling., • You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented., • You may be working towards relevant professional qualifications or be interested to do so., • You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express Analytics, • Most importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business. If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application. St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

A leading global investment management firm is seeking a Vice President, EMEA Client Services, in London. Candidates should bring at least 5 years of experience in asset management, with strong knowledge of regulatory environments and excellent communication skills.

This role is well suited to individuals looking to build a long‑term career in financial services and wealth management.

The IA Asset and Wealth Management team in London is responsible for auditing the Asset Management, Private Wealth Management and Marcus business areas, its products, and supporting functions within the UK. Internal Audit, Asset & Wealth Management, Analyst, London location_on London, Greater London

A leading global investment firm in London is hiring a Sales Support Analyst for the BeNeLux Third Party Wealth team.

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Working closely with and support the Specialist New Build Team and supporting with the setting up of management schemes, plot sales documentation in relation to the sale of

A leading global financial services company is seeking a Recruiter for Asset & Wealth Management in London. This role involves leading the full life cycle recruitment for various experienced roles in Asset Management. The ideal candidate will have relevant recruiting experience and excellent relatio

We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Working closely with and support the Specialist New Build Team and supporting with the setting up of management schemes, plot sales documentation in relation to the sale of

A leading financial services firm in York is looking for an experienced Paraplanner to join their team.The role includes preparing detailed suitability reports and analyzing financial strategies for clients.The ideal candidate will be Level 4 qualified with at least 18 months of experience in a Para

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our unrivalled expertise and industry insight.

Genuine intellectual curiosity about the application of AI in wealth management and private client advisory. Our team combines deep asset management experience (Lazard, Partners Group) with machine learning and applied AI research.

UK Wealth Management business;. The ideal candidate would have previous experience providing legal support to wealth management businesses from a top tier law firm or equivalent financial services organisation. My client, a top tier asset manager, is looking for a Wealth Management Lawyer to join th

You’ll ideally be qualified to CII Level 4 and will have good wealth management experience along with a strong working knowledge of pensions and investments. Company: Highly respected Wealth Management firm. Compliance Monitoring Officer (Wealth Management).

A reputable wealth management firm in London is seeking an Associate Wealth Manager for its hybrid program.

Goldman Sachs Asset Management (AM) is one of the world’s leading investment managers, overseeing $2 trillion in assets. Figma Expertise: Advanced proficiency in Figma is a must, including the expert use of variables, auto‑layout, and library management to build and maintain scalable, high‑fid

This role suits someone who enjoys developing others, raising technical standards and working closely with operational teams in a regulated wealth management environment. Strong technical knowledge of wealth management and paraplanning standards. Understanding of regulatory training obligations in w

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. The team works closely with Private Wealth Advisors (PWAs) and firmwide resou

Looking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at le

A leading financial services consulting firm based in London is seeking a Senior Data Architect for Wealth & Asset Management.

As a Private Bank Legal Group – Wealth Management Product Lawyer - Vice President in Legal department you will have an exciting and varied opportunity to provide specialist derivatives, structured products and cash trading coverage to the J. Morgan is a global leader in financial services, providi

Morgan Asset Management’s strategic marketing objectives in EMEA, and enhance the firm’s reputation as a trusted investment partner. You will have extensive asset management writing and editorial experience, including broad financial market and macroeconomic knowledge, and the ability to work on

Stay up to date on emerging AI trends and tools and provide input on how they may support business objectives in wealth management. Understanding of basic financial concepts or a willingness to learn about wealth management and investment products. Opportunity to join a leading and expanding Wealth

A leading financial service provider is looking for ambitious individuals to join an international training program.The role begins in Malta, focusing on private investment and financial advisory.Candidates should possess FCA-regulated qualifications and demonstrate strong communication and problem-

This dynamic role provides essential support to Investment Managers, ensuring excellent client service while allowing for hands-on experience in Wealth Management.

As the Asset and Wealth Management (AWM) Team Events Digital Strategist, on the AM & PB Events Teams, you will partner with AWM Digital Marketing, and AWM Marketing Technology to manage our end-to-end events management platform technology, providing ongoing Events oversight. You will champion the te

Excellent opportunity to join a well established independent Wealth Management firm in central Sevenoaks. As an experienced Financial Administrator in Wealth Management Administrator, you duties will include (but are not limited to):. Excellent organisational and time management skills.

A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team – to include creating workflows, monitoring and reporting. Client Executive Team Lead - Wealth Management. Team Lead - Finance Operations �

With over 350 professionals across 11 offices around the world, XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions to investors, drawing on Goldman Sachs' market insights and risk management expertise. Within Asset Management, Strategists (also known as

The role focuses on providing financial planning and analysis support to the Private Wealth businesses. The ideal candidate will have strong financial analysis skills, be resilient under pressure, and excel in stakeholder management and communication.

A financial services company in London is seeking a KYC Specialist to manage KYC processes and periodic reviews within the Wealth Management Team.

This role involves advising on employee relations, managing recruitment processes, and supporting change management initiatives.

Strong network within the UK wealth management, asset management, or private banking ecosystem. Knowledge of the UK regulatory landscape within wealth management and capital markets. Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financ

Global leader in the Wealth and Financial Management arena is seeking an experienced Applications Engineer for this opportunity to work hybrid (1 to 2 days per week) at their London City HQ or their Liverpool City Centre offices. In this Microsoft environment, the role requires an experienced Applic

Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM,

The ideal candidate should have a solid consulting background in Financial Services and a proven record in delivering change initiatives, specifically in asset or wealth management. A leading consultancy is looking to hire experienced Managers and Senior Managers for its Asset & Wealth Management pr

A leading global consulting firm located in London is seeking a Manager for their Wealth & Asset Management Tax team. The ideal candidate should have strong tax expertise, experience in asset management, and skills in team leadership and client management.

You will analyze technology processes and control designs, communicate findings to management, and support audit initiatives.

Client Services / Wealth Management Administrator. We’re looking for a highly organised, detail-driven Client Relationship Manager / Wealth Management Administrator to play a key role in delivering a seamless client experience from first contact through to ongoing service. Experience in wealth man

As an Asset & Wealth Management Senior Associate in this key financial services tax team, you will be working alongside experienced teams, helping to provide excellent quality compliance and advisory services to a high profile portfolio of both UK and multinational clients. As an Asset and Wealth Ma

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking and Capital Market and Insurance sectors. Our Wealth and Asset Management team is one of the fastest grow

A leading financial advisory firm based in London is seeking a highly driven Financial Adviser to join their Wealth Management team.

Join us to shape the future of wealth management! #J-18808-Ljbffr.

A leading wealth management firm in Greater London seeks an experienced professional to shape and deliver its AI strategy.

A leading financial services firm in Birmingham is seeking a skilled Paraplanner to join their team.The successful candidate will provide essential support to Senior Advisors, prepare suitability reports, conduct technical research, and ensure a positive client experience.Candidates should hold a Le

Senior Consultant, Process and Controls – Wealth Asset Management. Strong stakeholder management skills.

We have a fantastic opportunity for an experienced Private Client Wealth Adviser to join a modern, forward‑thinking wealth management firm in a senior Associate Director & Adviser position. Strong background advising HNW individuals within wealth management, financial planning, or private banking.