Wealth jobs in CoulsdonCreate job alerts

Bring your enthusiasm and creativity to our fun, supportive team, when you join Signature Senior Lifestyle as a Activities Assistant at our luxury care and nursing home in Banstead.What Signature OfferFrom £13.45 per hourShift times: 09:00-17:30. Alternate weekends required . There may be some occasions where you will finish later depending on events taking place at the home.Full time Day shifts availableUp to 30 days annual leave, plus 8 bank holidays, depending on length of serviceWorkplace pensionFree meals on shift for staff working 6+ hoursLife Assurance SchemeBlue Light discount scheme eligibleRefer A Friend Incentive £50 voucher and up to £1,000 cash bonusStaff recognition scheme Purple Heart AwardOngoing career training and developmentEmployee Assistance Programme, occupational health support and wellbeing servicesPlus cycle to work scheme, study support, long service awards and moreTransport LinksCommuting - Banstead nearest train stationWalking - 1 mile from nearest train stationClose to 166 or S1 bus routeYour Role at SignatureFrom floristry to folk music, as an Activities Assistant, youll bring a wealth of ideas to improve and maintain our residents wellbeing. Youll produce a packed daily schedule that caters to residents physical, social, emotional and spiritual needs. Youll also organise key events throughout the year such as our Summer Fete.Youll be considerate of the diverse needs of individuals in a group situation, and aware of everyones personal care needs. Meaningful activities enhance our residents quality of life and that is why it is important to understand their likes and dislikes. Youll also gain regular feedback from residents and provide activity reports to the General Manager.Internally, this role is called Hospitality Assistant, if you are successful this will be your job title. You will be required to work across a range of departments including Housekeeping, Food & Beverage and Wellbeing & Lifestyle. Responsibilities will vary on each shift depending on which department you are supporting.What were looking forWe are kind and compassionate. Positive and resilient. Proactive and organised. Honest and accountable. Passionate and keen to develop. If this sounds like you, youll fit right in.You dont need experience to become an Activities Assistant, just good written and verbal communication, IT skills and a full, clean driving license. A working knowledge of health and safety legislation, and a Level 2 (QCF) Supporting Activities Provision in Social Care is a big advantage.About SignatureSignature Senior Lifestyle offer unrivalled residential and dementia care in luxury homes. We strive for excellence in everything we do, and make a real difference to our residents lives. Our team is one of our biggest assets. We cultivate a supportive environment for our people, with tailored training and career development at all levels.Wake up to the team spirit inside you. Apply to Signature Senior Lifestyle today.TPBN1_UKTJ

You will prepare tax returns, complete specialist computations such as tax pool computations for offshore trusts, and provide tailored tax advice on a wide range of issues including tax-efficient wealth structures, inheritance and capital gains tax mitigation, and international tax planning. You wil

This is an exciting opportunity to join Isio’s fast growing Employee Benefits business, which spans strategic benefit design, workplace health & wellbeing consulting, DC pensions, benefits technology and employee engagement & support. Working within the Workplace Health & Wellbeing team, you will be responsible for advising pension scheme trustees and sponsoring employers on appropriate trustee indemnity solutions. This role is ideal for someone with strong technical insight into pensions governance, excellent market knowledge, and a passion for driving rapid commercial growth. The Trustee Liability Insurance Consultant is responsible for leading Trustee Indemnity Insurance (TII) and Pensions Trustee Liability (PTL) engagements, structuring suitable cover, negotiating with insurers/underwriters, and providing clear, timely, and proactive service. With a strong pipeline and large scope for expansion, this is an opportunity to be instrumental in shaping Isio’s TTI and PTL propositions. • Advise pension trustee boards on appropriate trustee indemnity insurance cover, for project based and ongoing engagements., • Deliver clear, practical explanations of complex coverage and regulatory matters to trustee boards and pensions stakeholder., • Manage the full lifecycle of the insurance process including negotiating optimal terms, placement, renewals, mid‑term adjustments, and policy reviews., • Oversee implementation of policies, ensuring arrangements, documentation and regulatory requirements are correctly and efficiently delivered., • Oversee timely and accurate documentation, ensuring alignment with FCA requirements and internal compliance standards., • Conduct regular market reviews to ensure clients receive up‑to‑date and relevant coverage options., • Act as the primary point of contact during claims, coordinating between clients, insurers, and legal advisers to support efficient resolution., • Demonstrate strong technical insight into pensions governance and excellent market knowledge., • Maintain an up to date understanding of insurer terms, market practice, legislation, and regulatory developments., • Build and maintain deep relations with providers, underwriters and specialists in the market to secure competitive and comprehensive terms., • Identify new business opportunities, participating in tender responses and prospect presentations., • Demonstrable significant industry experience, including providing PTL/TII advice and leading client and introducer interactions., • Deep market knowledge of insurer terms, market practice, legislation, and regulatory developments, combined with excellent provider, underwriter and specialist relations., • Experience working within a large, well-established, client-facing consulting or advisory organisation is preferred., • CII Certificate in Insurance (Cert CII) or progress towards CII Diploma / Advanced Diploma (Dip CII / ACII), with pensions specific modules preferred., • Strong commercial acumen, with experience of successfully growing revenue over a sustained period., • Collaborative team player with a commitment to mentoring, supporting colleagues, and contributing to team development. Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits. A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com #J-18808-Ljbffr

Financial Planning Administrator / Wealth Planning Administrator. Financial Administrator (Wealth Management). Financial Planning Administrator.

Bring your enthusiasm and creativity to our fun, supportive team, when you join Signature Senior Lifestyle as a Activities Assistant at our luxury care and nursing home in Banstead. From floristry to folk music, as an Activities Assistant, youll bring a wealth of ideas to improve and maintain our re

We have a wonderful opportunity for an.Dobbies Garden Centre at Woodcote Green.Working closely with the Shop Manager and the Butchery and Delicatessen team and with the support of senior management with a wealth of knowledge and experience, you will be provided with the training required to progress

An excellent opportunity has arisen for an experienced Private Client Solicitor to join a well-established and highly regarded independent law firm that has been serving the local community for many years. Renowned for delivering high-quality legal services and exceptional client care, this firm offers a professional, supportive, and collaborative working environment. This is a fully office-based position, providing the opportunity to work closely with experienced colleagues and build long-standing relationships with clients. What We Offer • The opportunity to join a respected, independent and traditional law firm with an established presence in the local community., • A supportive and professional working environment., • High-quality and varied private client work., • Genuine opportunities for long-term career development and progression., • Competitive salary of up to £60,000 per annum, dependent upon experience. The successful candidate will manage their own varied private client caseload from instruction through to completion, advising individuals and families on a broad range of private client matters. The Role You will be responsible for handling a diverse caseload, including: • Drafting Wills and providing estate planning advice., • Preparing and registering Lasting Powers of Attorney., • Managing probate matters and estate administration from initial instruction through to final distribution., • Advising clients in relation to trust administration., • Assisting with tax planning and wealth preservation matters., • Handling Court of Protection work., • Advising a broad client base, including families, elderly clients and high-net-worth individuals., • Building and maintaining strong relationships with clients, professional contacts and third parties., • Drafting legal documentation and correspondence accurately and efficiently., • Ensuring compliance with all regulatory requirements and internal procedures., • Meeting billing, time recording and performance objectives., • Supporting colleagues and contributing positively to the continued success of the department., • Assisting with business development initiatives and helping to strengthen existing client relationships. About You • Qualified (PQE) Solicitor with experience specialising in Private Client matters., • Strong technical knowledge across a broad range of private client work, including Wills, probate, estate administration, LPAs, trusts and Court of Protection matters., • Excellent communication and interpersonal skills, with a professional and empathetic approach to client care., • Ability to manage an independent caseload effectively and prioritise competing demands., • Highly organised, with strong attention to detail and excellent time management skills., • Commercial awareness and an understanding of the importance of building and maintaining client relationships., • STEP qualification, or working towards STEP accreditation, would be advantageous but is not essential., • A collaborative team player who values professionalism and high standards of service delivery. If you are an experienced Private Client Solicitor seeking to further your career within a well-regarded firm that values professionalism, teamwork and exceptional client care, we would be pleased to hear from you. JBRP1_UKTJ

We have a wonderful opportunity for an experienced skilled Butcher seeking to progress their career by joining us in the role of Trainee Assistant Manager located at our superb butchery and delicatessen located within Dobbies Garden Centre at Woodcote Green. Working closely with the Shop Manager and the Butchery and Delicatessen team and with the support of senior management with a wealth of knowledge and experience, you will be provided with the training required to progress your career developing into the role of Assistant Manager. The ideal candidate will be fully competent in all aspects of butchery with excellent butchery and display standards to work together with colleagues providing premium quality products and service to our valued customers. Key Requirements: Proven experience as a skilled butcher in a busy retail environment Commercial awareness and confidence balancing shop performance with customer service Passion for product development and delivering premium quality produce Drive, enthusiasm and pride in high standards. Walter Smith are nationally recognised for our Supreme Champion Great Taste Awards pork pies, consistently winning regional and national awards with a number of shops located throughout the UK. If you have a minimum 10 years relevant experience and would like to join our team we look forward to hearing from you. TPBN1_UKTJ

Location: Regional Field Sales (Your Local Area) Contract Type: Freelance / Self-Employed (Commission-Only) Compensation: Uncapped Upfront Commission + 5-Year Recurring Revenue | OTE £7,000-£10,000+/month Build a Business. Build Wealth. Build it with SumUp. Ready to take on building your own business, backed by one of the world's leading fintech brands? This is just a job, its opportunity to drive your own journey Some people are looking for a salary. Others are looking for freedom. We are looking for entrepreneurs. As a self-employed SumUp Field Sales Partner, you are not taking a job - you are building your own business with the full backing of one of the world's leading fintech brands. You will represent technology trusted by millions of merchants globally, while creating a compounding income stream that is directly linked to your ambition and your closing rate. There are no limits on what you can achieve. For those who fully commit, six-figure earnings are a realistic first-year outcome. Many of our most successful Sales Partners earn £200,000+ per year, and our second-year entrepreneurs are already on the path to building million-pound businesses - driven entirely by the power of recurring residual income. It's not just the top performers seeing exceptional results either; almost half of our Sales Partners are currently generating around £7,000 per month, demonstrating the strength and consistency of the earning opportunity. This isn't just a job - it's an asset that grows year after year. The Financial Blueprint (Partnership bonuses) We are more than just a card reader, you can build and grow your business across offer one of the most competitive commission structures in the payments technology industry: Upfront Commission: 50% of the upfront contract value paid immediately upon sign-up (average upfront value per merchant: approx. £500). Lifetime Residuals: Lifetime Residuals: Earn 25% recurring income from the transaction volume of every merchant you sign, paid monthly for up to 5 years. To support your first 3 months, your residuals are enhanced by up to 3 while you build your portfolio. Hardware & Software Incentives: Additional direct commission on every card reader sold. Earnings Benchmark: 40% of our active independent partners consistently earn £7,000+/month. Our top performers are well beyond that. Note: This is a 100% commission-only, self-employed role. There is no basic salary. Your financial outcome is entirely a reflection of your drive, discipline, and sales competence. Your Daily Operation The most successful Sales Partners do not wait for opportunities - they create them. Here is what building your business looks like week to week: Fearless Prospector: Prospecting a minimum of 30 local SMEs every day through face-to-face visits and outbound outreach - retailers, restaurants, cafes, beauty salons, and beyond. Consultative Selling: Analysing each merchant's current payment setup, identifying genuine pain points, and presenting SumUp's full ecosystem - payments, POS, and operations - as the superior long-term solution. Pipeline & Territory Management: Owning your designated territory while recognising you're free to generate business anywhere in the UK. Planning your sales week independently, managing your CRM, and progressing merchants from initial conversation through to hardware installation and onboarding. Meaningful Conversations: Creating at least three real sales conversations every day and converting them into 3-5 new merchant partnerships every week. Relationship Building: Becoming the recognised payments expert within your local business community - the person SME owners call first. Consistency creates momentum. Momentum creates freedom. Launch Your Business Properly Every entrepreneur starts somewhere. Your journey begins with a dedicated full-time training week where you will learn everything you need - the product, the pitch, objection handling, CRM, and territory strategy - to build your business with confidence from day one. After that, you are in control of your diary, your pipeline, and your future - with ongoing coaching from experienced field sales leaders who are invested in your success. We also offer appointments to our most committed partners as your relationship with SumUp develops. You will never build alone. SumUp gives you the credibility, technology, product range, and support of one of the world's fastest-growing fintech companies - so you can focus entirely on what matters: winning merchants and building your portfolio. Critical Requirements - Who We Are Looking For This is a high-reward role designed for resilient, self-directed sales professionals. You will only succeed here if you meet the following: Proven Track Record: Experience in high-rejection, face-to-face or B2B sales environments - field sales, door-to-door, telecoms, energy broking, merchant services, or similar. The Hunter Mindset: You do not wait for leads. You love the cold approach. You possess advanced objection-handling skills and treat every "no" as data, not defeat. Financial Resilience: You understand self-employment and have the financial stability to bridge an initial pipeline-building phase before residuals begin compounding. Self-Discipline: You operate entirely self-directed. You do not need daily management, corporate supervision, or external motivation to show up and perform. Commercial Awareness: You understand what a recurring revenue asset is worth and can articulate that value to a business owner in plain English. Who This Role is NOT For Individuals seeking a secure monthly base salary or corporate benefits package. Account managers who prefer managing existing relationships over new business acquisition. Candidates looking for a relaxed entry-level position or structured customer service environment. Anyone who has not operated in a commission-driven, self-generated pipeline role before. Ready to Build Your Own Commercial Portfolio? If you have the drive, the resilience, and the B2B sales experience to back it up - and you want to build something that pays you long after the sale is made - we want to hear from you. Apply now to submit your profile and schedule an introductory call with our partner team. Let's talk numbers. Job Application Tip We recognise that candidates feel they need to meet 100% of the job criteria in order to apply for a job. Please note that this is only a guide. If you don't tick every box, it's ok too because it means you have room to learn and develop your career at SumUp. TPBN1_UKTJ

This position offers exposure to a global wealth business and the opportunity to develop formal fiduciary expertise, including a STEP qualification. ResponsibilitiesPartner with Trust Officers to prepare and execute trust documents (opening bank/investment accounts, Let

The Successful Applicant A successful Trusts & Private Wealth professional should have:Strong legal qualifications and expertise in trusts and private wealth. About Our Client Our client is a highly regarded international law firm with a strong reputation in private wealth, fiduciary, and offshore l

Excel skills such as pivots, lookups and data analysis of multiple/large data setsAwareness of digital tooling and AI capabilitiesWealth Product knowledge: Wealth Management, Wealth Services and Transfers of ISAs and other EMEA investment wrappersIf you don’t meet every qualification but are excit

Wealth & Asset Management Discretionary / Advisory Specialist. Shape the future of Wealth & Asset Management. Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities.

Our Client are a successful and growing wealth management business, seeking a corporate sales professional from a financial services and wealth management background to drive forward growth in xdjnayx the corporate services team. Head of Corporate Solutions - Wealth Management.

Seeking a motivated Investment Administrator with wealth management experience to support clients and manage administrative tasks.

Seeking a qualified Management Accountant for a 12-month contract in a family wealth business.

Seeking a Private Wealth Partner in Southampton to lead and grow the private client practice, advising HNW and UHNW clients.

Financial Administrator (Financial Planning/Wealth Management). 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):.

Seeking a Protection Specialist Advisor to provide tailored protection advice to clients for families and businesses, requiring sales experience and strong customer service skills.

Experienced Financial Adviser needed to provide holistic financial planning advice to existing and new clients, focusing on pensions, investments, protection, and estate planning.Requires strong technical knowledge and client relationship skills.

Seeking an IFA Administrator for a wealth management practice in Liverpool to support financial planners with new business, suitability letters, and client queries.

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. This role is part of our Wealth Management Business, a growing area for the bank. You’ll collaborate with our Wealth Acquisition

An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. Our Wealth Management Client is looking to recruit an experienced and focussed HR Business Partner, to work within a generalist HR role, and be able to xdjnayx confidently tackle e

Financial Adviser sought to provide holistic financial planning advice, manage client relationships, and generate new business.

A highly respected and professional Wealth Management firm with ambitious growth plans.

Join us as a Senior Wealth Planner, where youll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice.

This is a casual, part-time role offering flexible working.As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing grea

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 40-week sessional post i.Monday - Thursday, 15:00-18:00.To assist in the provision of a high quality cleaning service within Council buildings.Please do

Senior Care Assistant – Livingston, West Lothian.Deliver exceptional care as a Senior Care Assistant with Newcross Healthcare.Your responsibilities may include:.Providing high-quality, person-centred care and supporting patients with personal care and daily living activities.Carrying out clinical

ACTUAL CLOSING DATE: Applications must be received by Tuesday 6 October 2026 at 11:55pm.Please ensure that you read the full advert text and do not submit a CV, as these will be disregarded as they do not form part of SLC application process.If you require to submit additional information to suppor

Care Assistant Job in Livingston, West Lothian (EH54).Full time and part time flexible shifts available.Newcross Healthcare is recruiting experienced Care Assistants in Livingston to provide high quality care in care homes and local community settings.You will support people with daily living, promo

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

As a Laundry Assistant at a Barchester care home, you'll help to make sure our residents receive quality care and support in the best possible surroundings.By making sure each resident has clean clothing and bedding, you'll be playing your own part in helping everyone to feel comfortable and at home

Social Care Assistant, St Brendans (3327).You will work enthusiastically as a member of a team that promotes and supports Adults with Support Needs to actively take part within local resources and facilities, to maximise their inclusion, independence and planned outcomes.This can be within a variety

This is a casual, part-time role offering flexible working.As a Bank Housekeeping Assistant at a Barchester care home, you'll help to create a warm and homely environment that enables us to meet each resident's unique needs.Keeping the home clean and safe is no small task, which is why the role of a

Assist with the delivery of a clean and safe user environment within various premises across East Ayrshire in order to assist with the promotion, delivery and integration of the Council’s key objectives; specifically in relation to the Community Plan, Shared Commitments, Single Outcome Agreement a

Support Worker Job in Livingston, West Lothian (EH54).Full time and part time available.Newcross Healthcare is recruiting experienced Support Workers in Livingston to work in residential homes, supported living services and community care settings.If you have at least six months of paid UK care expe

Residential Support Worker – Children’s Services - Glenrothes, Fife (KY7).Be the reason a child feels safe, supported, and heard.At Newcross Healthcare, we’re on a mission to help children and young people thrive.We’re looking for compassionate.If you’ve got experience working with childre

Professione/ Funzione: Product & Project ManagementDescrizione aziendaWe are the tech company behind the media and sporting moments that matter.Over four decades, Deltatre has grown to employ more than 1,000 experts worldwide.We're trusted by the biggest broadcasters, telcos, media companies, sport

As a Maintenance Assistant at a Barchester care home, you'll help to create the safe and attractive surroundings that enable us to give our residents the quality care and support they deserve.It's important that our homes give the right first impression and that every area is always well-maintained.

The Project Manager leads and manages independent projects of moderate complexity, on all operational and financial aspects.JOB RESPONSIBILITIES:In a matrix fashion, lead and manage the project team, in planning and executing the project to meet contractual quality, timeline, and budget expectatio