Private Wealth Manager

Job 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...

About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...

Service 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...

Job Title: Wealth Management Research CoordinatorTitan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our...

About the Role    The Private Wealth Law Director position requires an individual with at least 4 years of PQE in Private Wealth law. You will advise HNW clients on complex succession planning, inheritance tax, and estate administration. Your responsibilities will also include developing and implementing bespoke strategies to optimize tax efficiency,...

Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...

Job SummaryWe are looking for a skilled Tax Assistant to join our Private Wealth team at Womble Bond Dickinson. As a key member of the team, you will manage a portfolio of clients, preparing personal and trustees' tax returns.Job DescriptionIn this role, you will be responsible for:Preparing personal and trustees' tax returns, ensuring accuracy and...

Private 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...

We're looking for a highly motivated Tax Assistant to join our Private Wealth team in the UK. This is a fantastic opportunity to work in a dynamic tax/trust accounting environment and develop your skills and experience.About the TeamOur Private Wealth team is a close-knit group of professionals who work together to deliver excellent service to our clients....

We are strengthening our Private Wealth offering with an experienced private client solicitor in the South West. You will join a highly regarded team with a strong reputation for high-quality regional and national high net worth work.Key Responsibilities:Acting on a varied workload including complex non-contentious mattersWealth planning, estate planning,...

We are seeking a Private Wealth and Estate Lawyer to join our Private Client department at Simpson Judge. As a key member of our team, you will be responsible for assisting Fee Earners and Solicitors in various legal matters, including Wills, Trusts, LPA, COP, and estate administration.Your responsibilities will include:Providing expert support to Fee...

**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...

Service Care Solutions Ltd, a well-regarded firm in the legal sector, is seeking an experienced Private Wealth lawyer to join their team in Bristol.Salary and Benefits:The successful candidate can expect a competitive salary of £90,000 to £120,000 per annum, depending on experience, along with a comprehensive benefits package.About the Role:This...

About the Role: We are seeking a Senior Lawyer for Private Wealth and Estate Planning to join our team in Bristol or Exeter. The ideal candidate will have a strong background in Private Client law and a proven track record of delivering exceptional results for clients.">Key Responsibilities: Lead on complex private client matters, including Wills, Probate,...

**About Chadwick Nott:**Chadwick Nott is a leading law firm that specializes in contentious trusts and probate matters. Our team is known for its expertise and commitment to delivering exceptional results for our clients.We are based in central Bristol and offer a blend of office and home working. Our thriving team provides a collegiate environment with a...

Job OverviewWe are seeking an experienced specialist in contentious trusts and probate to join our dynamic Charities & Private Wealth Disputes team in Bristol. This role offers a unique opportunity for professional growth and development, with a focus on delivering exceptional results for our clients.

Join our dynamic Private Wealth team as a Taxation Specialist!In this role, you will be responsible for preparing tax returns, managing client relationships, and ensuring all administrative tasks are completed efficiently. As a key member of our team, you will have the opportunity to work closely with lawyers, accountants, financial advisors, and tax...

About Us:">We are a leading recruitment agency specializing in financial services placements. Our team of experts has extensive knowledge of the industry and a proven track record of delivering successful results.">Job Description:">We are seeking an experienced Discretionary Wealth Manager to join our team in Bristol. The ideal candidate will have a proven...

Job DescriptionAs a Taxation and Wealth Planning Director at Monahans, you will be responsible for leading our Private Client Tax service offering. This is a key leadership role focused on driving growth and innovation within the team. ResponsibilitiesManage a portfolio of high net worth individuals, generating new business through innovative approaches.Lead...

We are looking for a highly skilled Senior Accountant to join our Private Wealth team, specializing in wealth management services. 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 extensive experience in trust accounts preparation,...