Wealth and Private Client Leadership Role

Job Description: Private Wealth CounselorWe are seeking an experienced Private Wealth Counselor to join our team in Bristol. As a key member of our Private Wealth team, you will handle succession and tax legal matters for high-net-worth clients.The ideal candidate will have at least 4 years of PQE in Private Wealth law and be able to communicate complex...

About UsEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We provide an award-winning service by employing the best people. Our mission is to empower everyone with access to good advice, regardless of their...

We are seeking an experienced Private Wealth lawyer to join our team in Bristol.The ideal candidate will have 4+ years of PQE in Private Wealth law and handle complex succession and tax legal matters for high-net-worth clients.A competitive salary of £90,000 - £120,000 per annum is offered, depending on experience.Key Responsibilities:Advise HNW clients on...

**About the Role:**We are looking for a talented Private Wealth Lawyer to join our esteemed team. As a Senior Private Client Advisor, you will play a critical role in delivering high-quality advice to our clients and contributing to the growth of our Private Wealth sector.The successful candidate will possess extensive experience working with High Net Worth...

Service Care Solutions collaborates with a renowned Legal 500 firm in Bristol, seeking an accomplished Private Wealth Law Director. This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have at least 4 years of post-qualification experience (PQE) in Private...

Private Client Senior Associate OpportunityChadwick Nott seeks an experienced Private Client Senior Associate to join their highly regarded Private Wealth team. As a key member of the team, you will lead complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.About the RoleAs a Private Client Senior Associate, you...

We are seeking a Private Wealth Manager to join our dynamic team at Michelmores in Bristol or Exeter.Job SummaryThe successful candidate will have experience in trust administration and management of a large number of trusts, with a focus on providing an efficient trust administration service.Key ResponsibilitiesLiaising with accountants and coordinating the...

Service Care Solutions Ltd is partnering with a leading law firm based in Bristol to recruit an experienced attorney for their Private Wealth team.About the RoleThis challenging position involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration. You will work closely with a multidisciplinary team to...

About the Role    The Private Wealth Law Director position requires an individual with at least 4 years of PQE in Private Wealth law. You will advise HNW clients on complex succession planning, inheritance tax, and estate administration. Your responsibilities will also include developing and implementing bespoke strategies to optimize tax efficiency,...

Handelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...

About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...

Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...

Job Summary">We are seeking a highly skilled Private Client Senior Associate to join our Private Wealth team. As a senior associate, you will be responsible for leading key client relationships and working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.">Responsibilities and Requirements">You will need...

Job SummaryWe are looking for a skilled Tax Assistant to join our Private Wealth team at Womble Bond Dickinson. As a key member of the team, you will manage a portfolio of clients, preparing personal and trustees' tax returns.Job DescriptionIn this role, you will be responsible for:Preparing personal and trustees' tax returns, ensuring accuracy and...

New Financial Services Opportunity with Coronation Wealth ManagementWe are seeking a skilled and dynamic individual to join our successful team as an Associate Wealth Manager. Based in South Bristol, we are proud to be part of St. James's Place, one of the largest wealth management companies in the UK.Your role will involve working closely with clients to...

Job Title: Private Client LawyerWe are seeking a highly experienced Senior Associate to join our prestigious Private Wealth team in Bristol or Exeter, with the option of hybrid working from home.About the RoleThis is an exceptional opportunity to work on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors. The...

We're looking for a highly motivated Tax Assistant to join our Private Wealth team in the UK. This is a fantastic opportunity to work in a dynamic tax/trust accounting environment and develop your skills and experience.About the TeamOur Private Wealth team is a close-knit group of professionals who work together to deliver excellent service to our clients....

Main ResponsibilitiesYour key responsibilities will include:Providing high-level financial planning advice to clientsDelivering technical financial advisory reports and adviceUndertaking research and compiling recommendationsMentoring and developing traineesEnsuring all regulatory and compliance standards are met

We are strengthening our Private Wealth offering with an experienced private client solicitor in the South West. You will join a highly regarded team with a strong reputation for high-quality regional and national high net worth work.Key Responsibilities:Acting on a varied workload including complex non-contentious mattersWealth planning, estate planning,...

**Job Description:**We are seeking a seasoned Senior Private Client Advisor to join our thriving Private Wealth team. This is an exciting opportunity for an experienced professional to lead key client relationships and contribute to the delivery of high-quality private client services.The ideal candidate will have a strong background in working with High Net...