Private Client Wealth Management Lead

Elevate Your Career with Ortus PsrWe are seeking a highly skilled Wealth Management Assistant to join our team at Ortus Psr. This dynamic role involves providing critical support to our financial advisors, ensuring seamless communication with clients and internal stakeholders. With a competitive salary of £25,000 - £30,000, this position offers excellent...

We are seeking a highly skilled Senior Tax Professional to lead our Private Client Tax Advisory team. As a key member of the team, you will be responsible for providing expert advice on tax planning and compliance to private clients and high net worth individuals.The successful candidate will have extensive experience in IHT and CGT planning, with a proven...

Ortus Psr is a leading wealth management firm seeking an experienced IFA Administrator to join our team. In this role, you'll provide essential support to our financial advisers, ensuring seamless delivery of client services. Your responsibilities will include managing client records, maintaining accurate data on our CRM system, and handling all related...

About G2 Legal LimitedG2 Legal Limited is a reputable law firm based in Henley on Thames, providing specialist private client services to individuals and families.We are seeking a talented Private Client Solicitor to join our team, bringing expertise in areas such as Wills, Probate, Trusts, and Estate Planning. As a Senior Lawyer, you will be responsible for...

**Job Summary:**We are seeking a highly experienced Senior Tax Manager to join our team at Clark Wood in Henley on Thames. This managerial-level opportunity focuses on advisory work for a diverse portfolio of tax clients.The ideal candidate will have a proven track record in business development and client management, as well as extensive experience in IHT...

A leading law firm in the UK is seeking a skilled Private Client professional to join their team.About the Role:Provide expert legal services to clients, including will drafting, tax planning, estate administration, and trust administration.Attend client-facing meetings and networking events to build strong relationships.Contribute to the firm's expertise in...

About G2 Legal LimitedG2 Legal Limited is a leading provider of legal services with a strong focus on Private Client law. We are seeking an experienced Private Client Solicitor to join our team.The ideal candidate will have recently qualified or be about to qualify as a solicitor and have a strong interest in Estate and Inheritance Tax Planning. The...

Job Description: Private Client LawyerAs a Private Client Lawyer at Clear Legal Recruitment Limited, you will be responsible for working with clients to advise on a range of private family matters, including divorce and financial provision, children, nuptial agreements and cohabitation disputes. Your expertise in handling these complex cases will be...

**About the Role:**A highly regarded full-service law firm in Oxfordshire seeks a skilled Paralegal to support its Private Client team. The ideal candidate will have previous experience in Private Client law and strong organizational skills.The successful applicant will assist Fee Earners, run their own caseload, and engage with clients through networking...

Are you a highly experienced Senior Tax Manager looking for a new challenge? Do you have a proven track record in business development and client management, as well as extensive experience in IHT and CGT planning?We are seeking a talented individual to join our team at Clark Wood in Henley on Thames as a Senior Tax Manager. This managerial-level opportunity...

About the RoleOur client seeks a seasoned Private Client Solicitor who can provide practical advice on estate administration, probate, and related matters. The successful candidate will have excellent legal analysis, drafting, and interpersonal skills, with the ability to communicate effectively with clients and colleagues alike.The firm takes a...

We are seeking a skilled Private Client Solicitor to join our team at Henderson Scott Limited. The ideal candidate will have experience in inheritance tax planning and probate matters, with the ability to handle a diverse caseload.The successful candidate will be responsible for advising clients on inheritance tax planning and probate matters, as well as...

Be-IT Ltd is recruiting for a Private Client Career Developer to join its team in Oxfordshire. This exciting opportunity allows a skilled Paralegal to take their career to the next level and develop their expertise in Private Client law.About the CompanyAs a leading provider of Private Client services, Be-IT Ltd is committed to delivering exceptional results...

Clark Wood - Tax Recruitment is seeking a highly skilled Private Client Tax Advisory Director to lead our team in Henley on Thames. With a strong background in IHT and CGT planning, you will be responsible for providing high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional...

Opportunity OverviewA leading firm in Henley on Thames is currently seeking a skilled Private Client Solicitor to join its established team. The ideal candidate will have recently qualified or be about to qualify, with expertise in various areas of law, including Wills and Probate, Estate Administration, Trusts, and more.The role offers the chance to...

A leading law firm in Henley on Thames is seeking a highly skilled Private Client Solicitor to join its expanding team.As a Private Client Solicitor, you will have the opportunity to increase your knowledge in key areas such as Wills and Probate, Estate Administration, Trusts, Lasting Powers of Attorney, Court of Protection, and Estate and Inheritance Tax...

Job Opportunity: G2 Legal Limited is seeking a highly skilled Private Client Solicitor to join its esteemed team. This position offers an excellent chance to increase your knowledge in various areas of private law, including wills, probate, estate administration, trusts, and more. The ideal candidate will possess strong legal analysis, drafting, and...

G2 Legal Limited is currently seeking an experienced Private Client Solicitor to join its team in Henley on Thames. As a leading firm in the area, we take a commercial approach and provide practical advice to our clients.Our ideal candidate will have recently qualified or be about to qualify as a solicitor. The successful applicant will have experience in...

We are seeking a Senior Private Client Solicitor to join our established and growing Private Client team at G2 Legal Limited.Job OverviewThis role provides an opportunity for you to increase your legal knowledge in areas such as Wills, Probate, Estate Administration, Trusts, Lasting Powers of Attorney, Court of Protection, and Estate and Inheritance Tax...

Tax Advisory Services Manager Wanted in Henley on Thames! Clark Wood - Tax Recruitment is looking for a seasoned tax professional to join our team as a Tax Advisory Services Manager. In this role, you will be responsible for providing tax advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts,...