Generalist Private Wealth Advisor

3 weeks ago


London, Greater London, United Kingdom Lipson Lloyd-Jones Full time

Lipson Lloyd-Jones is seeking an experienced Generalist Private Wealth Advisor to join their team in Central London.

About the Opportunity:

This is an excellent chance for a solicitor with 2+ years of post-qualification experience to specialize in private client law and work with high net worth individuals.

The ideal candidate will have a strong background in UK and international tax planning and asset protection, as well as excellent communication skills.

The Team:

The team is committed to delivering exceptional private wealth advice to individuals, family offices, family businesses and fiduciaries.

Key Responsibilities:
  1. Develop and implement customized tax planning and asset protection strategies for high net worth individuals.
  2. Collaborate with clients to achieve their financial goals and objectives.
  3. Stay current with changes in UK and international tax laws and regulations.

We anticipate the salary for this role to be in the range of £80,000 - £120,000 per year, based on experience.



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