Wealth Management Assistant

**Wealth Management Assistant** Exeter, Devon **About Us** With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to...

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...

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...

Senior Compliance Officer in Southwest DevonFram Executive Search Limited is working with a leading independent Wealth Management firm based in the picturesque region of Southwest Devon. Due to continued growth, they are seeking an experienced Senior Compliance Officer to join their team.Key Responsibilities:Regulatory Compliance & Consumer Duty: Review and...

We are seeking an experienced solicitor to join our pre-eminent private client team at a Top 100 law firm.The successful candidate will advise on a range of private client work, including tax advice for individuals and their wealth, the orderly succession of wealth from one generation to the next, and the creation and administration of trusts and other...

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...

About the RoleWe are seeking an experienced Senior Private Wealth Lawyer to join our highly ranked team in Devon or Cornwall. As a key member of our Private Client practice, you will be responsible for managing a broad and high-quality caseload that includes lifetime planning for higher net worth and business clients, succession planning for business owners...

**Job Summary:**Cathedral Appointments Ltd is looking for a talented Private Wealth Lawyer to join their thriving team in Exeter.The ideal candidate will have good expertise in trusts, estate planning, and administration, and be STEP qualified or in the process of gaining this. They will take pride in delivering exceptional client service and encourage...

About G2 LegalAs a leading full service law firm in the South West, we offer a dynamic and inclusive environment where you can thrive in your career as a senior private wealth lawyer.Competitive Salary and PackageWe are offering a fantastic salary starting from £80,000, plus an attractive package that includes two annual bonus schemes, generous buy/sell...

£25k-£30k DOE | Excellent Benefits Package | Exeter Our client, an experienced and well-established private and commercial banking and wealth planning are seeking a Banking Client Support Assistants to join their team based in Exeter.Responsibilities of the Banking Client Support Assistants: Acting as the first point of contact for clients General...

Cathedral Appointments Ltd is seeking a highly skilled Private Client lawyer to join our team. As a Private Client Solicitor, you will play a key role in developing and implementing effective estate planning strategies for high-net-worth individuals and businesses.About the JobYou will undertake a diverse and engaging caseload which includes drafting wills,...

Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team! JOB TITLE: Client Support Assistant LOCATION: Exeter SALARY: £26,000 -...

Job OverviewWe are seeking an ambitious and detail-oriented individual to join our team as a Financial Services Assistant. In this role, you will provide support to the investment management team, assisting with projects and workloads as required.Main ResponsibilitiesActing as a representative of the team, supporting them with tasks and projects as...

Assistant Manager - ExeterThe Mill on the Exe is a contemporary pub with comfy rooms that enjoys a tranquil riverside location on the outskirts of Exeter city centre. Nestled beside the gardens that run alongside Blackaller Weir and the Millstone footbridge, it's easy to feel completely transported from the hustle and bustle of urban life here. You'll be...