Private Client Professional

17 hours ago


London, Greater London, United Kingdom Wedlake Bell LLP Full time

Job Overview

Wedlake Bell LLP is a Top 100 law firm offering full services across Private Client, Real Estate, Business Services, and Disputes. We are recruiting an Assistant Trust and Estate Manager to join our close-knit team in London.

Responsibilities:

  • Administering client trusts and estates, ensuring compliance with regulations and client instructions;
  • Preparing annual trust accounts, tax returns, and other related documents;
  • Managing and collating financial information for trusts;
  • Preparation of estate accounts, tax returns, and other associated tasks;
  • Tax returns for deceased individuals and UK residential property CGT returns;

Requirements:

  • Background in trust and estate administration;
  • Experience in annual accounts and tax return preparation;
  • Qualification or studying for STEP membership and/or professional accountancy qualifications;
  • Proficiency in IT skills, including Word, Excel, Trust Accounts, and CCH Central;
  • Ability to manage workload with minimal supervision;

Package and Perks:

This role comes with a salary of £40,000-£55,000, plus excellent benefits, including a comprehensive pension plan, generous holiday allowance, and opportunities for bonuses and career growth.



  • London, Greater London, United Kingdom Henderson Scott Limited Full time

    Henderson Scott Limited OverviewAs a leading firm, we are committed to delivering exceptional legal services. Our Private Client team is expanding, and we seek an experienced Associate or Senior Associate to join us in Oxford.We maintain high standards of legal advice for our clients, undertaking business development activities to strengthen our reputation....


  • London, Greater London, United Kingdom Private Client Full time

    About the RoleWe are seeking a skilled Ecommerce Manager to support our growing online retail business at Private Client.Key ResponsibilitiesThe ideal candidate will have experience in managing product listings, optimising product visibility through SEO, handling inventory and stock management, and leveraging key platforms for sales and marketing.Develop and...


  • London, Greater London, United Kingdom Michael Page Full time

    Are you a highly motivated and experienced Tax Manager looking for a new challenge? We are seeking a Private Client Tax Professional to join our team at Michael Page.In this role, you will be responsible for managing and building relationships with a portfolio of private clients, providing specialist tax advice and planning with a focus on the property...


  • London, Greater London, United Kingdom Hiredonline Consultancy Ltd Full time

    Job OverviewThis is an excellent opportunity for a motivated individual to join our well-established law firm based in Tamworth. As a Private Client Paralegal, you will be responsible for supporting solicitors with a varied caseload, preparing legal documents, and maintaining client relationships.Estimated salary: £22,000 - £24,000 per annum.Key...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Key ResponsibilitiesWe are seeking a Private Client Associate to play a pivotal role in supporting our Financial Advisers through the delivery of suitability reports and the acquisition of prospective clients.To produce comprehensive, accurate and clear Suitability Reports on a wide variety of topics including Pensions, Investments, Retirement, Inheritance...


  • London, Greater London, United Kingdom Chadwick Nott Full time

    We are seeking an ambitious and skilled Private Client Associate Professional to join our team at Chadwick Nott. As a key member of our private client team, you will be responsible for advising clients on a range of matters including wills, trusts, and estates.Your excellent communication and interpersonal skills will enable you to build strong relationships...

  • Private Client Locum

    2 weeks ago


    Bromley, London, South East London, United Kingdom Sellick Partnership Limited - Private Practice Full time

    We have a current opportunity for a locum private client specialist to join a fantastic high-street firm in the London Borough of Bromley on an ongoing basis. The Role ASAP Start Ideally full-time, fully office-based Mixed Private Client caseload Ongoing assignment The Ideal Candidate Available to start immediately Able to commit to an ongoing...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    About the OpportunityPER, Private Equity Recruitment, is pleased to present an exciting opportunity for a Junior Investment Professional to join our client's team. This prestigious international pension fund has been investing in private equity for over a decade and boasts a successful track record across both fund investing and co-investing.This unique role...


  • London, Greater London, United Kingdom Private Equity Insights Full time

    Private Equity InsightsWe are the world's leading Private Equity community, connecting and developing over 240,000 investment professionals globally through our platforms, including conferences, webinars, magazines, and news reports.We are part of United Media, focusing on building large-scale industry media and conference products in sectors such as...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    Job OverviewPER is partnering with a leading UK focused growth equity and small buy-out investor to identify an investment professional who will source and lead transactions, and work on portfolio management. The ideal candidate will have experience in venture capital, growth equity and mid-market private equity as an investor or advisor, with a proven track...


  • London, Greater London, United Kingdom Private Equity Insights Full time

    About the Role:We are seeking a highly skilled Content Marketing and Events Specialist to join our team at Private Equity Insights. As a key member of our marketing team, you will play a critical role in developing and executing our content marketing strategy, including managing email marketing campaigns, creating engaging content, and coordinating with our...


  • London, Greater London, United Kingdom Distinct Full time

    Distinct is expanding its Private Client Tax team to triple revenues in the next three yearsThis is your chance to lead the growth of our private client offering while working with a dynamic and entrepreneurial teamWhether you excel in driving revenue growth or are eager to enhance your skills in this area, you will have the opportunity to make a real...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Develop Your Skills as a Wealth AdviserWe're looking for a talented and ambitious individual to join our team as a Wealth Adviser. With a minimum of 2 years' industry experience and a QCF Level 4 Diploma, you'll have a solid foundation in financial services and sales.As a member of our team, you'll enjoy a competitive salary of £40,000-£60,000, depending...


  • London, Greater London, United Kingdom Private Equity Insights Full time

    Private Equity Insights is a leading Private Equity community, connecting over 240,000 investment professionals worldwide through conferences, webinars, magazines, and news reports. We help investors, fund managers, and CXOs rethink what it takes to fundraise, invest, operate, and exit in Private Equity, via online engagement and cutting-edge conferences in...


  • London, Greater London, United Kingdom Sacco Mann Full time

    Sacco Mann is recruiting a Chartered Legal Executive to join their York private client team. The ideal candidate will be an experienced professional with upwards of 3 years' experience working with private client law, including wills, trusts, probate, LPAs, and court of protection.Key BenefitsA competitive salaryBonus scheme availableGenerous holiday...


  • London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Private Client Tax Assistant Manager RoleWe are seeking an experienced Senior Private Client Tax Professional to join our busy team in London.This is a great opportunity for an ambitious and skilled tax professional looking to take on new challenges and responsibilities.The successful candidate will have good experience in non-Dom resident matters and...


  • London, Greater London, United Kingdom Private Equity Insights Full time

    Private Equity Insights is a leading platform for Private Equity professionals. We connect and develop investment professionals worldwide through conferences, webinars, magazines, and news reports.As a Senior Private Equity Manager, you will lead the development and execution of our Private Equity conferences. You will be responsible for building and...


  • London, Greater London, United Kingdom Private Equity Insights Full time

    We are looking for a driven Private Equity Business Developer to join our team at Private Equity Insights. In this role, you will be responsible for identifying and pursuing new business opportunities through strategic sales initiatives and relationship building with key clients.About the JobThis is an exciting opportunity to work in a dynamic and innovative...


  • London, Greater London, United Kingdom PER, Private Equity Recruitment Full time

    OverviewPER, Private Equity Recruitment is proud to partner with a leading private equity investor in their search for an Analyst to focus on executing investments within the secondaries space. This exciting opportunity allows you to contribute to the growth of their London office and build a long-term career in the dynamic world of private equity.About Our...


  • London, Greater London, United Kingdom Grist Legal Recruitment Full time

    Job SummaryGrist Legal Recruitment is looking for a talented Private Client Solicitor to fill a vacancy at a reputable law firm in Hampshire.The successful candidate will be responsible for managing all aspects of private client law, including:Wills, probate, and estate administrationTax, inheritance tax, and Lasting Powers of AttorneySalary will depend on...