Wealth Planning Expert

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...

At LRM Planning, we are committed to delivering exceptional results in strategic site promotion and large scale planning applications. We are seeking an experienced Planning Expert to join our team in the South of England, focusing on residential and mixed-use urban extensions.This role presents a unique opportunity for a talented individual to work on...

**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...

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...

We are a dynamic and forward-thinking law firm looking for a skilled Tax Expert to join our Private Client team in Exeter. As a key member of the team, you will be responsible for advising clients on tax planning strategies and providing expert guidance on wealth protection.The ideal candidate will have at least 5 years' experience working within the private...

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,...

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 a forward-thinking law firm dedicated to delivering innovative solutions to complex legal challenges. We are seeking a skilled Wealth Protection Specialist to join our Private Client team in Exeter and help us continue to push the boundaries of what is possible.The ideal candidate will have a strong background in private client law, with a focus on...

**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...

We are recruiting for a highly skilled Senior Planning Manager to join our team at Bloor Homes - Land & Planning Careers. As a key member of our team, you will be responsible for developing and implementing programmes of action to ensure necessary consents are obtained.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience,...

Cathedral Appointments Ltd is a professional services firm seeking a skilled Financial Planner to join their team in Tiverton. In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals.The ideal candidate will have a strong understanding of financial regulations and product...

About the RoleWe are looking for an experienced Private Wealth Solicitor to join our team in Bristol or Exeter.This role involves acting on a varied workload, working on complex non-contentious matters, including wealth and estate planning, trust advice, probate administration, and drafting of wills.The successful candidate will have experience working with...

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...

Butler Rose is recruiting a dynamic Finance Manager for a 12-month fixed-term contract in Exeter. This hybrid role involves working closely with the Finance Director, taking responsibility for the finances of multiple group businesses.Key Responsibilities:Presenting detailed financial reports to Directors outlining the financial position and ensuring...

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 a highly skilled Private Wealth Senior Associate to join our team in Exeter. This is an excellent opportunity for experienced lawyers to work with high-profile clients and contribute to complex estate and tax planning projects.Key Responsibilities:Work closely with international law firm clients on private wealth mattersDevelop...

Establish a successful career in contentious probate and charities litigation at Chadwick Nott, a Top 100 Law firm. As a skilled Contentious Trusts and Probate Solicitor, you will join their expanding Charities & Private Wealth Disputes team.The team holds a tier 1 ranking in the Legal 500 for contentious probate in the Southwest and is recognized as tier 1...

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...

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...

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...