Estate Planning and Wealth Preservation Advisor

Job OverviewWe are seeking an experienced Financial Advisor to join our team in Canford Cliffs, Poole. As a key member of our adviser team, you will provide comprehensive financial advice to private clients and local businesses on a full-time basis.The successful candidate will have extensive experience in financial planning, holding a Level 4 diploma in...

We are seeking a highly skilled Private Client Lawyer to join our team at Trethowans LLP. As a leading private client law firm in the UK, we pride ourselves on delivering exceptional legal services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.About the RoleYou will be responsible for advising clients on complex estate planning,...

Job DescriptionWe are looking for a talented Private Wealth Tax Manager Lead to join our team at Taylor Rose Recruitment Ltd. As a key member of the team, you will be responsible for managing a diverse portfolio of private client tax matters, including tax planning, compliance, and advisory work. Your expertise in areas such as Capital Gains, Trusts &...

We are a leading private client law firm in Dorset, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.As our firm continues to grow, we are seeking an experienced Private Client Lawyer with significant experience in advising high-net-worth individuals and...

We are a leading private client law firm in the South of England, renowned for providing high-quality legal services to high-net-worth individuals, entrepreneurs, owner-managed businesses, and agricultural clients.Our firm continues to grow, and we are seeking an experienced Private Client Lawyer to join our expanding team.The successful candidate will...

About This RoleWe are seeking a talented Financial Adviser to join our team in Poole, Dorset. As a Private Client Advisor, you will provide bespoke financial advice to high net worth individuals and businesses on a full-time employed basis.Key ResponsibilitiesYou will conduct annual reviews, provide face-to-face and remote financial planning services, and...

Job Title: Wealth Management AdministratorLocation: Poole, UKSalary: Up to £30,000 per annumAbout the Role:This is an exciting opportunity to join a reputable Independent Financial Planning firm as a Financial Planning Administrator. As part of their friendly team in Poole, you will provide administrative support to Financial Planners and be responsible for...

Trethowans LLP is a leading law firm in Dorset, offering bespoke legal services to high-net-worth individuals across borders. We are seeking an experienced Cross-Border Estate Specialist to join our team.Key Responsibilities:Delivering expert advice on international tax, trust, estate planning, and succession matters.Providing tax-efficient structuring and...

Job Overview:We are recruiting a Tax Planning Specialist to join our team at Taylor Rose Recruitment Ltd. As a key member of our team, you will be responsible for managing a diverse private client tax portfolio, identifying tax planning opportunities, and providing expert tax planning and advisory services.You will have experience of working with HNWIs,...

We are excited to offer an opportunity for a skilled Wealth Management Coordinator to join our team in Poole. In this role, you will provide administrative support to our financial planners and assist with various tasks related to client service and financial planning.Key Duties:Assist financial planners with administrative tasks and client...

About the OpportunityWe are seeking a skilled Financial Adviser to join our team in Poole, Dorset. As a Financial Services Specialist, you will provide holistic financial advice to private clients and local businesses on a full-time employed basis.Job DetailsDepartment: Adviser teamLocation: Canford Cliffs and surrounding areasContract type: Permanent,...

This is an exciting opportunity for an experienced administrator to join our team as a Financial Planning Administrator. In this role, you will work closely with our clients to deliver exceptional service, utilizing your administrative skills to support the growth of our company.Key ResponsibilitiesInputting data and managing administrative tasks to ensure...

Job Title: Estate Management DirectorThe role of the Estate Management Director is to oversee the management of estates and compliance across multiple sites. As an experienced facilities professional, you will be responsible for developing and implementing effective estate strategies, ensuring high standards of health and safety, managing resources, and...

We have a unique opportunity for a skilled Financial Adviser to join our team at Peter Harding Wealth Management in Poole, Dorset.As a Financial Adviser, you will provide private clients and local businesses with bespoke financial advice on a full-time, employed basis.You will deliver comprehensive financial guidance to existing and new clients on a...

About the RoleAs a key member of the team at Bond Williams, we are seeking an experienced Strategic Estates Manager to oversee the management of estates across our education sites.Develop and maintain comprehensive estates strategies and asset management plans that align with the organisation's goals.Ensure high standards of health and safety across all...

Position: Private Client Solicitor Salary: Depending on Experience (salary bandings) Location: Bournemouth Overview A highly regarded Legal 500 firm in Dorset, known for excellence in private client services, is seeking an experienced Private Client Solicitor to join their team. Due to continued growth, this is an exciting opportunity to bring your...

Job Description:We are looking for a highly skilled Estates Strategy Lead to join our team. In this role, you will be responsible for developing and implementing estates strategies that align with our educational goals. You will also ensure high standards of health and safety, manage resources effectively, and lead a team across multiple locations. This is a...

Job Description:We are seeking an experienced Financial Planning Administrator to join our team in Poole. The ideal candidate will have a background in wealth management administration and be able to provide high-quality administrative support to our Financial Planners.In this role, you will be responsible for client liaison, preparing suitability reports,...

About UsNested is changing the face of estate agency in the UK, moving beyond outdated approaches that restrict agents' earning potential and creativity.The RoleAs a Nested Area Partner, you'll drive local strategy, marketing efforts, and your income. This innovative approach empowers you to build your own estate agency business in your area of expertise,...

Job Title: Financial Planning AdministratorAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Poole. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners.Key Responsibilities:Provide administrative support to...