Wealth Management Assistant

**Competitive Salary | Flexible Working | Good Benefits Package** Our client, a leading firm of solicitors who offer an extensive legal service to businesses and individuals both locally and nationally is seeking a **Wealth Management Assistant **to join their **Wealth Management **team based in their **Exeter **offices. As part of the role, you will help...

**Avocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant.** This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter. Wealth...

Join Our TeamWe are seeking a skilled Administrator to join our team in Exeter, providing exceptional client service and supporting business growth.Key TasksManage annual review process, ensuring timely client communication.Provide administrative support, maintaining high client service standards.Responsible for business submissions using bespoke...

Job DescriptionThe Wealth Management Apprentice will work closely with our experienced professionals to learn about investment strategies, risk management, and portfolio optimization. Key responsibilities include:Assisting with client onboarding and account maintenanceProviding exceptional customer service and resolving queries efficientlyConducting research...

Excellent opportunity for an experienced Paralegal / Legal Assistant to join a highly successful private wealth team in Exeter. The purpose of this role is to assist the Private Wealth Partners and Private Wealth team to provide a first class service to clients. Acting for individuals, companies and trusts both in the UK and internationally, the firm...

**Job Description**We are looking for an experienced Wealth Management Professional to join our Exeter office. As a Wealth Management Professional, you will provide expert advice on wealth management, estate planning, and asset protection to our clients.You will work closely with our team of partners, solicitors, and paralegals to deliver high-quality...

Our client, a highly successful international law firm, is looking for a Private Wealth Paralegal to join their friendly Exeter team on a full-time, permanent basis. Your main role will be to assist the Private Wealth Partners and Private Wealth team withall types of private client work, including; preparation of Wills, Powers of Attorney, Domestic Trusts,...

We are seeking a talented and motivated Junior Accountant to join our team at Ernest Gordon Recruitment Limited. As a key member of our wealth management group, you will have the opportunity to develop your skills and expertise, progressing to an Accounts Senior role with full training and support.The ideal candidate will have some practice-based experience,...

Fram Executive Search Limited is seeking a highly motivated Wealth Management Compliance Officer to join their team in Southwest Devon. This is a fantastic opportunity for a dedicated individual to contribute to the company's compliance framework and ensure regulatory excellence.About the RoleAs a Wealth Management Compliance Officer, you will be responsible...

G2 Legal is a full-service law firm based in Exeter, offering a comprehensive range of legal services to individuals, families, and businesses. We are seeking an experienced Private Wealth Solicitor to join our team and advise clients on all aspects of private wealth management, including will drafting, estate planning, and trust administration.**Our...

Job DescriptionWe are seeking a highly skilled Wealth Management Expert to join our team in the Southwest. The successful candidate will have a proven track record in managing complex investment portfolios and a strong understanding of modern portfolio theory.About the RoleYou will be responsible for providing expert advice and guidance to high net worth...

About UsAs a Senior Partner Practice of St. James's Place Wealth Management, we pride ourselves on delivering exceptional client service and providing opportunities for career growth and development.The RoleThis challenging role requires a confident, numerate, and professional individual who enjoys using their initiative and has a can-do working style.Main...

We are looking for a seasoned Senior Wealth Advisor to join our team in the Southwest. As a key member of our Investment Management team, you will be responsible for providing expert wealth management advice and portfolio management services to our high net worth clients.About the RoleThis is a fantastic opportunity for a highly skilled professional to...

**Paralegal** **Competitive Salary | Good Benefits Package** Our client, an acclaimed and reputable Law Firm is looking to recruit a **Paralegal** to join their **Wealth Management** team on a permanent basis. This role will require travel to three sites which include Exeter, Teignmouth and Newton Abbot. **Paralegalresponsibilities include: -** - Prepare...

**Job Title:** Administrator, Office**About the Role:We are seeking a highly skilled and professional Administrator to join our team at St. James's Place Wealth Management.As an Administrator, you will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into advisers'...

**Job Overview:We are a respected Appointed Representative of St. James's Place Plc, and we are looking for a talented Administrator to join our team.The successful candidate will have a good all-round knowledge of financial services and be able to work independently, as well as part of a team.You will be responsible for managing our annual review process,...

As a Senior Private Wealth Specialist at Chadwick Nott in Exeter, you will play a crucial role in managing a diverse caseload of private wealth matters. This includes estate planning and administration, wills, powers of attorney, tax planning, trusts, and wealth structuring.You will provide strategic advice to high-net-worth clients and their families on...

Prydis is a leading provider of independent financial planning services in Exeter. As a Professional Wealth Manager, you will play a key role in helping our clients achieve their financial goals.The successful candidate will have a strong track record in financial planning, preferably with a focus on pension planning, and be able to demonstrate extensive...

Experienced Paralegal Required for Private Wealth Team in ExeterWe are seeking a skilled and dedicated Paralegal to join our highly-regarded Private Wealth team in Exeter. As a key member of our team, you will be responsible for providing high-quality administrative support in all aspects of private client work.The successful candidate will have excellent...

About Trowers & Hamlins">Trowers & Hamlins is a top-tier international law firm with a long history of delivering exceptional results for our clients. With over 180 partners and 1000 staff, we have a global reach and a local touch.">Exeter Office Overview">Our Exeter office has been at the forefront of our business for over 30 years. With a team of 157...