Professional Private Client Investment Manager

Job Title: Investment Director - Private ClientsJob Summary: We are seeking an experienced Investment Director to join our team in Bristol. As a key member of our private client business, you will be responsible for developing and maintaining relationships with high net worth individuals and their professional intermediaries.Key Responsibilities:* Develop...

Job Title: Private Client Investment Director - Bristol & South WestJob Summary:We are seeking an experienced Investment Director to join our team in Bristol, responsible for developing private client business across the South West region. The ideal candidate will have a strong background in discretionary investment management and a proven track record in...

Unlock Business Opportunities as an Investment DirectorA prestigious national investment management firm seeks a seasoned Investment Director to spearhead company growth in the South West region. Based in Bristol, this role offers a unique chance to develop and expand existing private client relationships.Role Overview:Pursue business development...

Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious individual to join our Investment Management team as a Graduate. This is an excellent opportunity to develop a career in investment management and gain a deep understanding of the industry.The successful candidate will be responsible for...

About our clientWe're working with one of the UK's leading private equity investors, who is looking to add to its portfolio team in Bristol. You'll work closely with some of the UK's most exciting growth businesses and entrepreneurs, supporting them during their time in the portfolio, helping them achieve their goals, and preparing and facilitating an exit....

Job DescriptionA prestigious Top 50 law firm in Bristol is seeking an exceptional Trusts Manager to join their Private Client Advisory team.This firm boasts a top-tier private client practice, serving clients with diverse assets who require intricate succession planning and wealth protection strategies.As the Trusts Manager, you will take a proactive role in...

Job Description:    Our client, a well-established national investment management firm, is seeking an experienced Investment Director to drive the growth of their private client business in the South West region, based out of Bristol.     As a key member of the team, you will focus on developing additional private client business from existing and...

About the FirmJMC Legal Recruitment is proud to partner with a Top 50 law firm in Bristol, known for its exceptional legal services and outstanding employer reputation.The firm boasts a top-tier private client practice, serving clients with diverse assets who require intricate succession planning and wealth protection strategies.About the RoleWe are seeking...

Job Title: Private Client Investment DirectorJob Summary:We are seeking a highly skilled Private Client Investment Director to join our team at Heat Recruitment. As a key member of our investment management firm, you will be responsible for developing and maintaining relationships with private clients and professional intermediaries.Key Responsibilities:-...

About UsEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our team provides an award-winning...

Investment Director OpportunityCompetitive Salary and BonusAbout the RoleA well-established national investment management firm is seeking an experienced Investment Director to drive the growth of their private client business in the South West region, based in Bristol.Key ResponsibilitiesDevelop and maintain relationships with existing and new private...

About Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

Job Title: Private Client Tax ManagerJob Summary: We are seeking a talented individual to join our Private Client Tax team in Bristol. As a Private Client Tax Manager, you will be responsible for providing tax compliance and advisory services for a wide range of private clients.Key Responsibilities:Responsible for a portfolio of clients including sole...

About Evelyn Partners Fund Solutions LimitedEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, boasting over 186 years of experience in helping generations of people and businesses thrive.Our exceptional track record of growth and innovation is driven by our core values: Personal, offering advice...

Role OverviewWe are seeking an experienced Investment Director to join our team in Bristol, responsible for developing private client business from existing and new connections, as well as professional intermediaries.About the CompanyOur client is a well-established national investment management firm dedicated to delivering exceptional service to their...

We are recruiting a Tax Professional to join our Private Client team, specializing in private client expertise. In this role, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.The ideal candidate will have experience in trust accounts preparation, knowledge of various accounting...

About the Role:An exciting opportunity has arisen for a Trusts Manager to join a prominent Top 50 law firm as part of their Private Client Advisory team, based in Bristol.The firm boasts a top-tier private client practice, serving clients with diverse assets who require intricate succession planning and wealth protection strategies. A significant portion of...

Private Client Lawyer OpportunityYolk Recruitment Ltd is partnering with a prestigious regional law firm to find an experienced Private Client Lawyer. This is an excellent chance to join an award-winning team that values innovation, client service, and professional development.This role involves managing a diverse caseload within the highly successful...

Private Client LawyerBristol - Salary up to £55,000 DOEYolk Recruitment is partnering with a prestigious regional law firm to find an experienced Private Client Lawyer. This is an excellent opportunity to join an award-winning team that values innovation, client service, and professional development.This is what you'll be doingAs a Private Client Lawyer,...

About the RoleAs an Investment Analyst at Hargreaves Lansdown, you will be responsible for the analysis and research of investments with a focus on funds, selecting those with the best long-term potential on the Wealth Shortlist for HL clients.Working with an experienced team and reporting to the Lead Investment Analyst, you'll act as a specialist in the...