Wealth Administration Specialist

Wealth Management Administrator Job Opportunitymbf, a respected financial planning and investment management organisation, is seeking a skilled Wealth Management Administrator to join their team.The ideal candidate will have experience in Wealth Management/Financial Planning, holding some CII exams, although not essential.Job Description:The role involves...

About the CompanyTitan Wealth Holdings Limited is a leading financial planning company located in Bristol, UK. Our focus is on providing best-in-class advice on wealth management, employee benefits, and retirement planning. We strive to create a positive, collaborative team culture and foster an inclusive environment that values diversity and equity.We are...

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...

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...

We 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...

Job Title: Trainee Wealth Management SpecialistCavendish Maine, a leading Financial Planning firm in the UK, invites applications from motivated Trainee Financial Advisors to join our team in Bristol.This exciting opportunity allows individuals to progress their career as a Financial Advisor, with the chance to manage an existing client portfolio and pursue...

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...

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...

SUCCESSION WEALTH IS SEEKING A HIGHLY ORGANISED AND COMPETENT IFA ADMINISTRATOR TO JOIN OUR CLIENT DELIVERY TEAM IN BRISTOL. AS A KEY MEMBER OF OUR TEAM, YOU WILL SUPPORT OUR WEALTH PLANNERS TO DELIVER EXCEPTIONAL CLIENT SERVICE AND ACHIEVE OUTSTANDING RESULTS.Your main responsibilities will include liaising with policy providers, obtaining policy...

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,...

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...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

Service 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...

Are you a seasoned professional in corporate benefits administration? Do you have a passion for leading high-performing teams and delivering exceptional client experiences? Look no further! Titan Wealth Holdings Limited, a leading financial planning company in Bristol, UK, is seeking a Group Risk and Healthcare Manager to join its dynamic team.Key...

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,...

Looking for a challenging and rewarding role in corporate benefits administration? Look no further! Titan Wealth Holdings Limited, a leading financial planning company in Bristol, UK, is seeking a Corporate Benefits Leader to join its senior leadership team.Key ResponsibilitiesTeam LeadershipLead and manage the Group Risk & Healthcare Team, driving...

We are Evelyn Partners, a leading wealth management and professional services firm with a rich history of 186 years. Our core values of Personal and Performance drive our commitment to delivering exceptional results for our clients.About the OpportunityThis is an exciting opportunity to join our finance team as an Account Payable Assistant. As a key member...

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.

About UsTitan Wealth Holdings Limited is a leading provider of financial planning services based in Bristol, UK. Our goal is to help businesses and their employees achieve their financial goals through expert advice on wealth management, employee benefits, and retirement planning.Job OverviewWe are seeking an experienced Financial Planning Manager to lead...

We are seeking a highly skilled Tax Senior to join our esteemed Private Wealth team at Womble Bond Dickinson. As part of our Tax/Trust & Accounting team, you will be responsible for managing a portfolio of clients and preparing personal and trustees' tax returns.This role aligns with our hybrid working policy, allowing most full-time employees to spend...