Wealth Planning Support Specialist

About Cazenove CapitalWe are the wealth management business of Schroders, a global investment manager listed on the FTSE. Our team helps individuals, families, and charities around the world invest for their goals and aspirations.The Wealth Planning proposition is at the heart of our wealth management offering, providing clients with comprehensive financial...

Private Client Partner OpportunityTSR Legal is seeking an accomplished Private Client Lawyer to lead our wealth planning team in Bristol. As a key strategic hire, you will have the opportunity to develop the office and contribute significantly to the firm's success.Key Responsibilities:Lead the Private Client team and develop the office's wealth planning...

Unlock Your Potential as a Private Wealth Tax SpecialistAre you a seasoned Private Wealth lawyer looking to break free from the constraints of the traditional partnership model? Do you want to work with a top-tier firm that offers a fresh, forward-thinking approach to the legal profession?This national firm combines the energy and innovation of a...

Job Title: Financial Planning SpecialistJob Description:We are seeking a highly skilled Financial Planning Specialist to join our team at IDEX Consulting Ltd. The ideal candidate will have Chartered status and proven expertise in report writing and client management.Key Responsibilities:Develop and implement comprehensive financial plans for high-net-worth...

Private Client Partner OpportunityTSR Legal is seeking an accomplished Private Client Lawyer to join their team as a Partner in their Wealth department based in Bristol. The ideal candidate will have at least 10 years of experience as a qualified lawyer and prior experience as a partner within a law firm.About the RoleThe successful candidate will be...

We are seeking a skilled Town Planner to join our Planning team in Bristol. As a key member of our team, you will be responsible for undertaking public consultation, preparing and submitting planning applications, and collating evidence for appeals.With a focus on renewables, residential, and commercial development, you will have the opportunity to work on a...

We are seeking a skilled Trust Manager to join our Private Wealth team, working closely with our Tax and Accounting team. This role involves preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews and managing day-to-day trust affairs for high net-worth individuals, trusts, and estates.Key...

Service Care Solutions Ltd is seeking an accomplished Solicitor to join their esteemed Private Wealth team in Bristol. This role offers a unique opportunity to work with a prominent Legal 500 firm, providing expert advice on succession and tax legal matters to high-net-worth clients.The ideal candidate will possess a strong background in Private Wealth law,...

Service Care Solutions Ltd is working with a prestigious Legal 500 firm in Bristol to find an experienced Solicitor for their Private Wealth team. In this role, you will handle succession and tax legal matters for high-net-worth clients.The firm is open to individuals with 4+ years of PQE in Private Wealth law. They offer a salary of £70,000 to £120,000...

Service Care Solutions Ltd is working alongside a renowned Legal 500 firm, based in the UK, which needs an experienced Solicitor to join their Private Wealth team.In this role, you will handle succession and tax legal matters for the company's high-net-worth clients.The firm is open to individuals with 4+ years of PQE in Private Wealth law. They can offer a...

Job OverviewWe are seeking a highly skilled Tax and Trust Manager to join our esteemed Private Wealth team.This role offers a unique opportunity to work as part of our hybrid working policy, with a flexible approach to remote work.Key responsibilities include:Managing tax and trust matters for high net worth individuals and families.Providing expert advice...

Service Care Solutions is working alongside a renowned law firm, based in Bristol, to find an experienced Legal Director to join their Private Wealth team. The successful candidate will handle succession and tax legal matters for high-net-worth clients.The firm is seeking an individual with 4+ years of PQE in Private Wealth law. The salary range is £90,000...

Wealth Management OpportunityIDEX Consulting Ltd is seeking a skilled Paraplanning Expert to join their team in a prestigious wealth management firm in Bristol.The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management.Key Responsibilities:Provide high-level support to wealth...

Service Care Solutions is working alongside a leading Legal 500 firm in Bristol, which requires an experienced Solicitor to join their Private Wealth team. In this role, you will handle succession and tax legal matters for high-net-worth clients.The firm is open to individuals with 4+ years of PQE in Private Wealth law. They offer a salary of £70,000 to...

Service Care Solutions Ltd is partnering with a leading Legal 500 firm in Bristol to find a highly experienced Private Wealth law professional. The ideal candidate will have in-depth knowledge of succession and tax law.About the Role:Advise high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Develop bespoke...

About SchrodersWe're a global investment manager dedicated to helping our clients and society prosper. Our team of Wealth Planners provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Key...

Service Care Solutions is working alongside a renowned Legal 500 firm in Bristol, which requires an experienced Solicitor to join their Private Wealth team. In this position, you will handle succession and tax legal matters for high-net-worth clients.The firm is open to individuals with 4+ years of PQE in Private Wealth law. They offer a salary of 70,000 to...

About SchrodersWe're a global investment manager dedicated to helping our clients and society prosper. Our team of Wealth Planners provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Key...

Service Care Solutions Ltd is working with a renowned Legal 500 firm based in Bristol, seeking an experienced Legal Director to join their Private Wealth team.In this role, you will handle succession and tax legal matters for the company's high-net-worth clients. The firm welcomes individuals with 4+ years of PQE in Private Wealth law.They offer a salary of...

Succession and Tax Legal DirectorService Care Solutions is collaborating with a renowned Legal 500 firm in Bristol, seeking an experienced Legal Director to join their Private Wealth team. This role involves handling succession and tax legal matters for high-net-worth clients.The firm is open to individuals with 8+ years of PQE in Private Wealth law.Key...