Private Wealth Management Associate

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom PT group Full time
Job Description

We are seeking a highly skilled Senior Private Client Professional to join our Cheltenham-based team. This is an excellent opportunity for someone who wants to take their career to the next level and make a real difference in the lives of our clients.

The successful candidate will provide high-grade, profitable fee-earning support in the Private Client Team, advising on and managing a wide range of Private Client issues, including wills, probate, LPAs, trusts, estates, and tax. They will also develop and maintain knowledge on issues within Private Client, working collaboratively with colleagues across the whole team to share knowledge.

Key Responsibilities
  • Advise on and manage a wide range of Private Client issues, including wills, probate, LPAs, trusts, estates, and tax.
  • Develop and maintain knowledge on issues within Private Client, working collaboratively with colleagues to share knowledge.
  • Contribute to business development opportunities and identify networking opportunities internally and externally, marketing, and cross-selling.
Requirements

To be successful in this role, you will need:

  • A strong understanding of Private Client law and practice.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively as part of a team.
  • Highly organized and able to prioritize tasks effectively.
Salary and Benefits

We offer a competitive salary of £55,000 - £80,000 per annum, depending on experience, plus a range of benefits, including:

  • Bonus Scheme.
  • Private Medical Insurance.
  • Electric Vehicle Scheme.
  • Sight tests/glasses discounts.
  • Scottish Widows Pension Scheme.
  • 27 days annual leave (plus public holidays).
  • Cycle to Work scheme.
  • Life Assurance.
  • 1/3 gym membership contribution.
About Us

HCR is a well-established law firm with ten offices in England and Wales. We pride ourselves on delivering legal advice to businesses and individuals throughout the areas we serve, providing a full-service legal offering that meets our clients' needs.



  • Cheltenham, Gloucestershire, United Kingdom PT group Full time

    About The RoleWe are looking for a highly skilled Private Wealth Management Associate to join our Cheltenham-based team. This is an exciting opportunity for someone who wants to develop their career and make a real difference in the lives of our clients.The successful candidate will provide high-grade, profitable fee-earning support in the Private Client...


  • Cheltenham, Gloucestershire, United Kingdom Royal Bank of Canada> Full time

    About the RoleThis Office Operations Coordinator position is an excellent opportunity for someone looking to develop their skills in administration and make a real difference in the workplace.Job DescriptionThe successful candidate will work closely with our team in Cheltenham, providing administrative support and contributing to the smooth operation of the...


  • Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time

    About the JobWe are seeking a skilled Technical Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will play a vital role in managing the day-to-day activities of the Partner Practice, ensuring seamless delivery of services to our clients.Key ResponsibilitiesPreparing documentation for the Partner's...


  • Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time

    Job OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...


  • Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time

    About This OpportunityJoin a highly regarded St. James's Place Partner Practice based in Cheltenham town centre as a Technical Administrator. In this role, you will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The Key TasksPreparing reports and presentations for the...


  • Cheltenham, Gloucestershire, United Kingdom Crowns Recruitment Limited Full time

    Company OverviewCrowns Recruitment Limited is currently recruiting in Cheltenham, Gloucestershire for a highly skilled and experienced Private Associate Dentist to join their team on a permanent basis.The ideal candidate will have strong UK Private experience and be registered with the GDC.SalaryWe are offering a competitive salary of £70,000 - £100,000...


  • Cheltenham, Gloucestershire, United Kingdom Howells Consulting Ltd Full time

    Looking for a rewarding career in private client tax advisory? Howells Consulting Ltd is inviting applications for a Senior Private Client Tax Specialist to join their Cheltenham team. As a key member of the team, you will be responsible for providing expert tax advice to high net worth individuals and businesses, helping them navigate complex tax compliance...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    Job Description:We are seeking an experienced High Value Private Client Attorney to join our reputable law firm in Cheltenham. This attorney will lead and develop the private client department, mentoring a team of solicitors and support staff.The ideal candidate will have extensive experience in private client matters, managing high-value caseloads for high...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    We are seeking a highly experienced and skilled Senior Private Client Solicitor to join our reputable law firm in Cheltenham. As a successful candidate, you will have extensive experience in private client matters and play a pivotal role in leading and developing this private client department.The ideal candidate will be a qualified solicitor with at least 6...


  • Cheltenham, Gloucestershire, United Kingdom MBR Dental Full time

    About the Position:MBR Dental is recruiting an Experienced Associate Dentist to join our team in Gloucester, Gloucestershire. We are looking for a skilled and dedicated individual who can deliver high-quality patient care in a state-of-the-art environment.The successful applicant will be responsible for managing an established private list of Fee Per Item...


  • Cheltenham, Gloucestershire, United Kingdom Omega Resource Group Full time

    Administrative Logistics AssociateWe are seeking a highly organized Administrative Logistics Associate to join our team at Omega Resource Group. In this role, you will be responsible for providing logistical support to the consultant team.Job Description:Develop and distribute a weekly survey planner and accommodation list.Liaise with hotel suppliers to book...

  • Senior Audit Manager

    2 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Bishop Fleming Full time

    Company Overview">Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. We provide expert support to entrepreneurs and private individuals; our wealth of knowledge and experience spans internal and external audit, corporate and personal tax, corporate finance and deals, and accounting services.">We are...


  • Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    About the Role:We are seeking an Entry Level Financial Planner to join our team in Bath or Cheltenham. The successful candidate will assist our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork, client liaison, and...


  • Cheltenham, Gloucestershire, United Kingdom MBR Dental Full time

    About the Role:This Private Dental Specialist position is an excellent opportunity for a skilled dentist to join a well-established practice in Gloucester, Gloucestershire. The ideal candidate will have strong experience in private dentistry and a passion for delivering high-quality patient care.The successful applicant will be responsible for managing an...


  • Cheltenham, Gloucestershire, United Kingdom Rodericks Dental Full time

    Job OverviewWe are seeking an experienced Private Dentist to join our team at Rodericks Dental Partners. As a Private Dentist, you will be responsible for delivering high-quality dental care to patients and contributing to the growth and development of our practice.You will have the opportunity to work in a spacious surgery with advanced technology,...


  • Cheltenham, Gloucestershire, United Kingdom Kohler Co. Full time

    Job Title: Associate Production ManagerAt Kohler Co., we're looking for an experienced Associate Production Manager to join our team in Cheltenham. As a key member of our manufacturing team, you will be responsible for ensuring the efficient delivery of production plans to meet our customer needs.Key Responsibilities:Drive teams to adhere to safety, quality,...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    Private Client Team OpportunityAn exciting chance to work with a highly successful team in Cheltenham has arisen.The Private Client team excels in serving high net worth clients, including owner-managed businesses and agricultural clients.This is a fantastic opportunity to work directly with well-known and experienced Partners, and with the wider Private...


  • Cheltenham, Gloucestershire, United Kingdom PT group Full time

    Role OverviewWe are seeking a highly skilled Private Client Advisory Specialist to join our Cheltenham-based team. As one of the most respected legal firms in the country, we excel in providing top-notch services to high net worth clients, including owner-managed businesses and agricultural clients.The successful candidate will provide high-grade, profitable...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    About Chadwick NottWe are a highly successful law firm based in Cheltenham, offering a wide range of services to high net worth clients.Job OverviewThis is an exciting opportunity for a Private Client Solicitor to join our team and work directly with experienced Partners and colleagues across the whole team.Key ResponsibilitiesProvide high-grade, profitable...


  • Cheltenham, Gloucestershire, United Kingdom MBR Dental Full time

    About the Opportunity:We are seeking an GDP with Private Practice Experience to join our team in Gloucester, Gloucestershire. As a respected practice in the area, we offer a supportive environment and opportunities for professional growth and development.The successful applicant will be responsible for managing an established private list of Fee Per Item and...