High Net Worth Advisor

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...

About the Role:We are seeking a highly skilled High Net Worth Specialist to join our Private Client Tax team. This is a key leadership role, focused on managing a portfolio of high net worth individuals and generating new business through innovative approaches.The successful candidate will have extensive knowledge in Inheritance Tax (IHT), Trusts, family...

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...

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...

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...

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...

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,...

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...

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...

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 UsIDEX Consulting Ltd is a renowned firm with an outstanding market reputation, recognized for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Our team delivers exceptional services to meet the unique requirements of high net worth and ultra-high net worth individuals.Role OverviewWe are seeking a skilled...

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...

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...

About the Role:At Integrity Talent Solutions, we are seeking an experienced Business Development Advisor to join our team. As a Business Development Advisor, you will be responsible for calling high-net-worth leads, qualifying and scheduling face-to-face appointments, and meeting with prospective clients to gather new clients and assets for the firm.Your Key...

Seeking an experienced financial advisor to join our team at IDEX Consulting. As a Senior Wealth Manager, you will work closely with ultra-high-net-worth clients to develop comprehensive financial plans tailored to their unique needs.About the RoleThis is an excellent opportunity to utilize your expertise in managing complex financial situations and...

HNI Client Advisor RoleSaltus Partners LLP is seeking an experienced HNI Client Advisor to join our team. This exciting opportunity offers a chance to work with high-net-worth individuals, developing tailored solutions to meet their complex needs.About the Position:The successful candidate will possess a strong background in technical paraplanning, including...

Senior Tax AdvisorTake your career to the next level as a Senior Tax Advisor with Anson McCade. You will work primarily on advisory projects, leveraging your technical expertise to deliver tailored tax advice to clients across the UK.Flexible Working: Tailored options to suit your needs.Key Responsibilities include:Managing a diverse portfolio of clients,...