HNW Wealth Advisor

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...

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...

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,...

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...

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...

Wealth Preservation AdvisorWe are seeking a highly skilled Wealth Preservation Advisor to join MP Estate Planning UK. As a key member of our team, you will play a vital role in helping our clients preserve their wealth for future generations. This is a challenging yet rewarding opportunity for professionals who are passionate about estate planning and want...

We are seeking a motivated and ambitious Wealth Management Advisor to join our team at Cavendish Maine in Bristol. This is an exciting opportunity for a Trainee Advisor or Paraplanner to transition into an employed Advisory role with a well-established client base.You will be responsible for servicing an established client bank and conducting annual reviews,...

Wealth Management Administrator Job Opportunitymbf, a respected financial planning and investment management organisation, is seeking a skilled Wealth Management Administrator to join their team.The ideal candidate will have experience in Wealth Management/Financial Planning, holding some CII exams, although not essential.Job Description:The role involves...

Job Description: Private Wealth CounselorWe are seeking an experienced Private Wealth Counselor to join our team in Bristol. As a key member of our Private Wealth team, you will handle succession and tax legal matters for high-net-worth clients.The ideal candidate will have at least 4 years of PQE in Private Wealth law and be able to communicate complex...

Service Care Solutions collaborates with a renowned Legal 500 firm in Bristol, seeking an accomplished Private Wealth Law Director. This role involves advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.The ideal candidate will have at least 4 years of post-qualification experience (PQE) in Private...

Senior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...

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...

Key Responsibilities:We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Heat Recruitment. As part of our national investment management firm, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.Requirements:A genuine...

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,...

Role Description    As a Tax and Succession Planning Specialist, you will provide expert advice to HNW clients on succession planning, inheritance tax, and estate administration. Your expertise will help them navigate complex tax laws and make informed decisions about their wealth. You will work closely with a multidisciplinary team to develop and...

**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 is partnering with a leading Legal 500 firm in Bristol to find an experienced Private Wealth Solicitor. In this role, you will provide succession and tax legal advice to the company's high-net-worth clients.The ideal candidate will have at least 4 years of PQE in Private Wealth law and can expect a salary of £70,000 to £120,000...

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...

We are seeking a skilled Tax and Estate Planning Specialist to join our Private Wealth team at Service Care Solutions. The successful candidate will be responsible for advising HNW clients on complex succession planning and tax matters.A minimum of 4 years of PQE in Private Wealth law is required for this role. The expected salary range is £90,000 to...

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...