Private Wealth Advisor
3 days ago
**Job Summary**
We are seeking an ambitious and experienced Senior Associate to join our thriving Private Client team at Micheelmores. As a key member of the team, you will advise clients on complex tax and trust matters, including estate planning, inheritance tax mitigation, and wealth structuring.
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Private Client Advisor
6 days ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeJob Title: Private Client AdvisorEstimated Salary: £55,000 - £75,000 per annumTitan Wealth Holdings Limited is seeking a highly skilled Private Client Advisor to join our team. As a Private Client Advisor, you will be responsible for providing expert independent advice to designated clients in compliance with relevant regulations and company policies.The...
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Wealth Management Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeHandelsbanken 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...
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Private Wealth Lawyer Position
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full time**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...
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Senior Associate for Private Wealth
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob 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...
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Senior Private Wealth Solicitor
4 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timePrivate 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...
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Private Wealth Counselor
3 weeks ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeJob 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...
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HNW Wealth Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Howells Consulting Ltd Full timePursue a challenging and rewarding career as an HNW Wealth Advisor with Howells Consulting Ltd, a leading accountancy firm in Bristol.About the OpportunityAs a key member of our Private Client Tax team, you will work closely with Partners and an experienced team to provide expert advice on income and capital taxes planning for high-profile clients.Your...
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Private Wealth Lawyer
2 weeks ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeWe 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...
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Senior Private Client Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full time**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...
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Private Wealth Director
1 week ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob Title:Private Wealth DirectorLocation:South West EnglandRemuneration:£100,000 basic salary plus performance-related bonuses and a competitive benefits packageAbout the Role:We are looking for a Private Wealth Director to join our team in Bristol.Your primary focus will be on maintaining existing client relationships and developing new business through...
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Wealth Management Professional
2 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeTechnical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...
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Wealth Preservation Advisor
2 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeWealth Preservation AdvisorWe are seeking a highly skilled Wealth Preservation Advisor to join MP Estate Planning UK. As a key member of our team, you will play a vital role in helping our clients preserve their wealth for future generations. This is a challenging yet rewarding opportunity for professionals who are passionate about estate planning and want...
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Private Wealth Director
1 week ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob TitlePrivate Wealth Director - Bristol & South WestWe offer a salary of up to £100,000 plus a performance-related bonus and excellent benefits.About the RoleThis is a fantastic opportunity to join our team as a Private Wealth Director and contribute to our growth in the South West region from our Bristol office.You will be responsible for building...
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Private Wealth Manager
2 weeks ago
Bristol, Bristol, United Kingdom Michelmores Full timeWe 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...
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Private Wealth Solicitor Position
3 days ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeAre you a skilled solicitor looking for a challenging role? Service Care Solutions Ltd has partnered with a prestigious Legal 500 firm in Bristol to find a highly experienced Private Wealth solicitor.Job Overview:This is an exceptional opportunity to join a reputable law firm and work on complex succession and tax matters for high-net-worth clients. The...
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Wealth Management Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeWe are seeking a motivated and ambitious Wealth Management Advisor to join our team at Cavendish Maine in Bristol. This is an exciting opportunity for a Trainee Advisor or Paraplanner to transition into an employed Advisory role with a well-established client base.You will be responsible for servicing an established client bank and conducting annual reviews,...
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Private Wealth Law Director
1 month ago
Bristol, Bristol, United Kingdom CV-Library Full timeService 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...
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Private Wealth Tax Advisor
3 weeks ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time**Career Opportunity at Womble Bond Dickinson**We are seeking a highly skilled Tax Senior to join our Private Wealth team in the UK. This role offers a unique blend of challenge and opportunity, allowing you to develop your skills and expertise in personal tax.As a Tax Senior, you will be responsible for a portfolio of clients, preparing personal and...
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Senior Wealth Management Advisor
4 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeKey Responsibilities:We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Heat Recruitment. As part of our national investment management firm, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.Requirements:A genuine...
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Private Wealth Tax Attorney
2 weeks ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeService 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...