Director of Private Wealth Management

Handelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...

Job TitlePrivate Wealth Director - Bristol & South WestWe offer a salary of up to £100,000 plus a performance-related bonus and excellent benefits.About the RoleThis is a fantastic opportunity to join our team as a Private Wealth Director and contribute to our growth in the South West region from our Bristol office.You will be responsible for building...

Job Title:Private Wealth DirectorLocation:South West EnglandRemuneration:£100,000 basic salary plus performance-related bonuses and a competitive benefits packageAbout the Role:We are looking for a Private Wealth Director to join our team in Bristol.Your primary focus will be on maintaining existing client relationships and developing new business through...

About the Role:We are offering a challenging and rewarding opportunity for a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Planning team, you will work closely with our Client Directors, their Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth...

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,...

Technical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...

We are currently seeking a skilled Investment Director to join our team at Heat Recruitment. The successful candidate will be responsible for developing and maintaining strong relationships with private clients across the South West, as well as identifying new business opportunities through professional networks and existing client connections.The ideal...

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...

We are seeking an experienced Private Wealth lawyer to join our team in Bristol.The ideal candidate will have 4+ years of PQE in Private Wealth law and handle complex succession and tax legal matters for high-net-worth clients.A competitive salary of £90,000 - £120,000 per annum is offered, depending on experience.Key Responsibilities:Advise HNW clients on...

We are seeking an ambitious and results-driven Private Wealth Director - South West Region to join our client's team in Bristol.This is an exciting opportunity for a senior professional to drive business growth and expansion in the private client market. The successful candidate will have a deep understanding of the investment industry and a proven ability...

Wealth Management OpportunityHandelsbanken Wealth & Asset Management, a leading wealth and investment management organization in the UK, seeks a skilled financial planning expert to join its team.The successful candidate will provide high-level financial planning advice to clients while supporting Client Directors with technical expertise. The position can...

About the CompanyTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a broad range of financial planning solutions to individuals and businesses.Job OverviewWe are looking for an experienced Wealth Management Professional to join our team and help us deliver exceptional financial planning services to our clients.Key...

Main ResponsibilitiesYour key responsibilities will include:Providing high-level financial planning advice to clientsDelivering technical financial advisory reports and adviceUndertaking research and compiling recommendationsMentoring and developing traineesEnsuring all regulatory and compliance standards are met

About the RoleAs a Private Client Director at TSR Legal, you will be responsible for leading our Private Client team in Bristol. You will work closely with our clients to develop and implement effective wealth management strategies, ensuring their financial security and goals are met.The ideal candidate will have excellent relationship-building skills, a...

Are you a skilled solicitor looking for a challenging role? Service Care Solutions Ltd has partnered with a prestigious Legal 500 firm in Bristol to find a highly experienced Private Wealth solicitor.Job Overview:This is an exceptional opportunity to join a reputable law firm and work on complex succession and tax matters for high-net-worth clients. The...

Job DescriptionThis role is an exciting opportunity for a motivated individual to join Coronation Wealth Management as an Associate Wealth Manager.The successful candidate will be responsible for building long-term relationships with clients, utilizing their exceptional communication skills and passion for delivering exceptional client experiences.

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...

**About the Role:**We are looking for a talented Private Wealth Lawyer to join our esteemed team. As a Senior Private Client Advisor, you will play a critical role in delivering high-quality advice to our clients and contributing to the growth of our Private Wealth sector.The successful candidate will possess extensive experience working with High Net Worth...

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...

Service Care Solutions Ltd is working with a prestigious Legal 500 firm based in Bristol to find an experienced Private Wealth tax expert.This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have significant experience in Private Wealth law and be able to...