High Net Worth Specialist

Expertise SoughtChadwick Nott is searching for an experienced Private Client Senior Associate to join their esteemed Private Wealth team in Bristol or Exeter, with the option of hybrid working from home.About the RoleThis exciting opportunity involves leading key client relationships from the outset, collaborating with colleagues to deliver high-quality...

Job Description:We are seeking a highly skilled High Net Worth Advisor to join our Wealth Planning team nationwide. As a key member of our team, you will provide high-level financial planning advice to our Handelsbanken clients while supporting the Client Directors with technical expertise.Your role will involve working closely with our Client Directors,...

High-Quality Tax Advice: We are seeking a talented Tax Specialist to join our team in Bristol, providing high-quality tax advice to our clients, who include high net worth individuals and families.The successful candidate will have a strong understanding of personal taxation, including income tax, CGT and IHT, and will be able to advise clients on their tax...

IDEX Consulting seeks a skilled pension administration specialist to support our ultra-high-net-worth clients. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans tailored to each client's unique requirements.About the CompanyWe strive to create an inclusive company culture where everyone can...

Job OverviewWe are seeking a skilled High Net Worth Solicitor to join our prestigious private client team in Bristol.This is an exciting opportunity for a seasoned lawyer to work alongside highly respected colleagues and contribute to the success of our team.The successful candidate will be responsible for managing a caseload of complex private client...

An exciting opportunity has arisen to join our Private Wealth team as an experienced private client solicitor. Based in the South West, you will be part of a highly respected team that delivers high-quality regional and national high net worth work.Your Role:You will act on a varied workload, including complex non-contentious matters, wealth planning, estate...

At KPMG, we're committed to delivering exceptional service to our clients. As a Tax Specialist in our Family Office & Private Client team, you'll play a key role in providing high-quality personal tax advice to individuals with complex financial situations.We're looking for an experienced professional with a strong background in personal tax and a keen...

Experienced Legal Director Needed for Private Wealth TeamService Care Solutions is collaborating with a prestigious Legal 500 firm in Bristol to find a seasoned Legal Director who can join their esteemed Private Wealth team. This accomplished professional will handle complex succession and tax legal matters for the company's affluent clients.The ideal...

We are seeking a seasoned lawyer to join our top 50 law firm as a Private Client Partner in Bristol. This is an excellent opportunity for a senior professional who desires a better work-life balance without compromising on quality of work.The private client department at Errington Legal is highly respected and self-sufficient, providing unparalleled service...

Join Clark Wood's dynamic private client team as a Personal Tax Semi Senior or Senior and take advantage of this exciting opportunity to expand your skills and expertise in tax planning and advisory services.About the Position:In this role, you will be responsible for managing a portfolio of ultra-high net worth clients, providing expert tax planning advice,...

Service Care Solutions is a leading provider of legal services, partnering with prestigious law firms to deliver exceptional expertise. In this role, you will be part of their Private Wealth team in Bristol, handling complex succession and tax matters for high-net-worth clients.The ideal candidate should have at least 8 years of post-qualification experience...

About the RoleService Care Solutions Ltd is partnering with a prestigious Legal 500 firm in Bristol to find an experienced Legal Director for their Private Wealth team.This role involves handling succession and tax legal matters for high-net-worth clients, leveraging expertise in complex planning, inheritance tax, and estate administration.The ideal...

Private Wealth Tax Law ExpertiseWe are working in partnership with a leading Legal 500 firm based in Bristol, seeking an experienced Solicitor to join their Private Wealth team.This role involves handling succession and tax legal matters for the company's high-net-worth clients, requiring a qualified solicitor with 4+ years of PQE in Private Wealth law.About...

We are looking for a highly skilled Senior Financial Planner to join our team at Handelsbanken Wealth & Asset Management. In this role, you will be responsible for working with high net worth clients to provide expert financial planning advice and support.You will work closely with our Client Directors and their teams to deliver technical financial advisory...

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...

We are seeking an experienced financial advisor to join our team at IDEX Consulting. As a pension administration specialist, you will be responsible for supporting our ultra-high-net-worth clients and developing comprehensive financial plans tailored to their unique needs.About the Company CultureWe value diversity and inclusion, creating an environment...

Chadwick Nott seeks a seasoned Private Client Partnership Specialist to join its Bristol office, working closely with a talented L500 listed team. The role involves managing a diverse portfolio of private client relationships, focusing on tax, trusts, and estates.You will bring a deep understanding of private client law, complemented by significant...

Job Title: Luxury Real Estate SpecialistWe are seeking a highly motivated and experienced luxury real estate specialist to join Tyronash in Bristol. As a luxury real estate agent, you will be responsible for managing your own portfolio of high-end properties, building relationships with clients, and closing deals.Manage a diverse portfolio of luxury...

Job Overview: We are seeking a highly skilled Tax Specialist to join our team in Bristol, working closely with experienced Directors and Partners to provide top-tier tax advice to high net worth individuals. The ideal candidate will have excellent communication skills, a strong understanding of personal taxation, and the ability to work independently.The...

This is a fantastic opportunity for an experienced private client solicitor to join Motus, a highly respected law firm in Bristol. As a member of the firm's private client team, you will work closely with clients to provide tailored advice on matters such as wills, trusts, and estate administration.The successful candidate will have a proven track record of...