Private Client Director

Heat Recruitment is seeking an experienced Investment Director to join our team in Bristol. As a key member of our team, you will play a crucial role in developing and maintaining strong relationships with private clients across the South West.The successful candidate will have a proven track record of building and managing high-value investment portfolios...

About the RoleWe are looking for a skilled Private Client Management Director to oversee the management of our private client team. As a key member of our team, you will be responsible for developing and implementing strategies to drive business growth and improve client satisfaction.Key Responsibilities:Develop and implement team objectives and targets to...

Job OverviewWe are looking for an experienced Investment Director to join our team in Bristol and South West. As a key member of the company, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.About the RoleYour focus will be on building long-lasting...

About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled Private Client Tax Director to join our team in Bristol.The successful candidate will be responsible for developing relationships and new business opportunities, providing tax and other services to private client individuals. As a key member of our team, you will play a crucial...

Job Title: Private Client Advisory DirectorAbout Be-IT Ltd:Be-IT Ltd is a leading private wealth management firm acting for high-net-worth clients. Our team provides commercial solutions on tax, trust, and estate planning situations.Salary Range: £80,000 - £120,000 per annumKey Responsibilities:As a key hire, you will contribute to the firm's strategic...

Job Overview:A national investment management firm seeks an additional Investment Director to assist in the growth and development of its business across the South West, based out of Bristol.The role requires a genuine interest in the investment industry, with a focus on developing private client business from individual connections and professional...

TSR Legal seeks a confident and business development focused Private Client Partner or Legal Director to support the growth of their ambitious team in Bristol.Job SummaryThe ideal candidate will have considerable experience in non-contentious private client/wealth matters, including IHT planning, will drafting, LPA, trust administration, lifetime giving, and...

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 SummaryThis is an excellent opportunity for a Senior Personal Tax Manager or Personal Tax Director to take on a leadership role in our private client team. You will be responsible for leading a team of around twenty people, developing and implementing strategies to grow and develop our private client business, and building strong relationships with...

Job SummaryPrivate Client Law ExpertLocation: LHH RecruitmentJob Type: Full-timeSalary: £70,000 - £90,000 per annumAbout the RoleWe are seeking a highly experienced and skilled solicitor to join our team as a Private Client Law Expert. The successful candidate will have a strong background in Private Client law and be able to handle complex and high-value...

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...

Regional Investment RoleWe are seeking an ambitious Investment Director to lead business development in the South West region. With a focus on private clients, you will have a solid understanding of the UK discretionary investment market and be able to develop quality business from all sources.

A highly skilled team at Clark Wood is seeking a Personal Tax Semi Senior or Senior to manage a portfolio of ultra-high net worth private clients. This role involves day-to-day administration, ensuring compliance, and supporting planning projects.The ideal candidate will have ATT Qualification or Part Qualification with a solid foundation in personal tax...

We are looking for a highly experienced UK-based senior business lawyer to join our network as a part-time legal director. With significant in-house experience and at least 10 years of PQE, you will provide high-calibre, experienced lawyers on a flexible basis to businesses across various sectors.This opportunity allows you to work flexible hours from home,...

Job DescriptionWe are seeking a skilled Investment Director to join our team in Bristol and South West. The ideal candidate will have a strong background in investment management and a proven track record of building and maintaining successful relationships with private clients.About the CompanyOur company is a leading national investment management firm...

About the RoleThis is an exciting opportunity to join our team as a Private Client Tax Manager, working closely with experienced Directors and Partners to deliver exceptional service to high net worth individuals.The successful candidate will be responsible for managing a portfolio of private clients, developing key relationships, and handling their annual...

About the RoleWe are looking for a seasoned Private Client Investment Director to join our team in Bristol. As a key member of our South West division, you will be responsible for developing and executing a strategic plan to drive private client business growth in the region.Your primary focus will be on building and maintaining relationships with high net...

Job Title: Investment DirectorLocation: Bristol and South WestJob Type: Full-timeAbout UsWe are a leading national investment management firm with a strong presence in the South West. Our company prides itself on its commitment to providing exceptional service to clients and creating opportunities for employees to grow and develop their careers.Job SummaryWe...

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...

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,...