Professional Wealth Manager

**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...

Job DescriptionThe Wealth Management Apprentice will work closely with our experienced professionals to learn about investment strategies, risk management, and portfolio optimization. Key responsibilities include:Assisting with client onboarding and account maintenanceProviding exceptional customer service and resolving queries efficientlyConducting research...

About UsAs a Senior Partner Practice of St. James's Place Wealth Management, we pride ourselves on delivering exceptional client service and providing opportunities for career growth and development.The RoleThis challenging role requires a confident, numerate, and professional individual who enjoys using their initiative and has a can-do working style.Main...

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...

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...

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...

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...

**Job Title:** Administrator, Office**About the Role:We are seeking a highly skilled and professional Administrator to join our team at St. James's Place Wealth Management.As an Administrator, you will be responsible for managing our annual review process, ensuring that clients are contacted in a timely manner to effectively book them into advisers'...

**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...

Aspiria Recruit Ltd is seeking a Senior Private Wealth Lawyer to join their team in Exeter. This role offers a unique opportunity to work with a leading law firm that prioritizes innovation and work-life balance.The successful candidate will have circa 6+ years of PQE in private client work and excellent financial management skills. They will be responsible...

**Job Overview:We are a respected Appointed Representative of St. James's Place Plc, and we are looking for a talented Administrator to join our team.The successful candidate will have a good all-round knowledge of financial services and be able to work independently, as well as part of a team.You will be responsible for managing our annual review process,...

About G2 LegalAs a leading full service law firm in the South West, we offer a dynamic and inclusive environment where you can thrive in your career as a senior private wealth lawyer.Competitive Salary and PackageWe are offering a fantastic salary starting from £80,000, plus an attractive package that includes two annual bonus schemes, generous buy/sell...

Accountancy ExpertiseIn this Accounts Manager role, you will oversee the management and delivery of accounts and associated services to a diverse portfolio of clients, with turnovers typically in excess of £1 million. As an experienced ACA/ACCA qualified professional, you will have developed your career within a UK accountancy practice firm environment and...

Job Title: Health and Safety ConsultantAs a leading provider of health and safety solutions, Citation Professional Solutions is seeking an experienced professional to join our team as a Health and Safety Consultant. Based in Exeter, this role will require you to work with clients across various sectors, providing expert advice on health and safety standards...

Cathedral Appointments Ltd is seeking a highly skilled Private Client lawyer to join our team. As a Private Client Solicitor, you will play a key role in developing and implementing effective estate planning strategies for high-net-worth individuals and businesses.About the JobYou will undertake a diverse and engaging caseload which includes drafting wills,...

Join Our Team: Senior Accounting ProfessionalWe are a well-established wealth management group seeking a skilled and ambitious Senior Accounting Professional to strengthen our team in response to ongoing organic growth.The ideal candidate will have some practice-based experience as an AAT Qualified Junior Accountant and be looking to progress to an Accounts...

IDEX Consulting Ltd is seeking an experienced Regulatory Oversight Professional to join our Supervision and Competency Oversight team. In this role, you will provide supervision support for new and existing Financial Planners, ensuring that they adhere to our Training and Competency scheme and the overarching control environment.About the RoleThis role forms...

**Job Overview:** Financial Planning Team LeaderWe are seeking an experienced Financial Planning Team Leader to lead and manage a team of Financial Consultants in the South-West region. The successful candidate will be responsible for ensuring full support is given to our extensive client bank.The ideal candidate will have excellent leadership skills, with...

Company OverviewNestled on the quay, Samuel Jones is a stylish place to eat and drink in Exeter where contemporary and imaginative dishes are served with award-winning beers and a welcoming atmosphere.You'll be working at a popular bar and restaurant located on one of the city's most pleasing stretches, with a wealth of enviable sights and destinations on...

Are you looking for a challenging and rewarding career in risk management? Citation Professional Solutions has an exciting opportunity for a Risk Management Consultant to join our team in Exeter.The role offers a competitive salary of up to £40,000 per annum, including a comprehensive benefits package. As a Risk Management Consultant, you will work closely...