Wealth Management Expert

We are seeking a talented and motivated Junior Accountant to join our team at Ernest Gordon Recruitment Limited. As a key member of our wealth management group, you will have the opportunity to develop your skills and expertise, progressing to an Accounts Senior role with full training and support.The ideal candidate will have some practice-based experience,...

Senior Compliance Officer in Southwest DevonFram Executive Search Limited is working with a leading independent Wealth Management firm based in the picturesque region of Southwest Devon. Due to continued growth, they are seeking an experienced Senior Compliance Officer to join their team.Key Responsibilities:Regulatory Compliance & Consumer Duty: Review and...

Join Our TeamWe are seeking a skilled Administrator to join our team in Exeter, providing exceptional client service and supporting business growth.Key TasksManage annual review process, ensuring timely client communication.Provide administrative support, maintaining high client service standards.Responsible for business submissions using bespoke...

G2 Legal is a full-service law firm based in Exeter, offering a comprehensive range of legal services to individuals, families, and businesses. We are seeking an experienced Private Wealth Solicitor to join our team and advise clients on all aspects of private wealth management, including will drafting, estate planning, and trust administration.**Our...

Hawksmoor Investment Management, a specialist investment and fund management business, is seeking a seasoned compliance and risk professional to join our team.We are an award-winning, growing company with a mission to give our clients confidence in their finances. As a key member of our team, you will oversee and enhance our Enterprise Risk Management...

Fram Executive Search Limited is seeking a highly motivated Wealth Management Compliance Officer to join their team in Southwest Devon. This is a fantastic opportunity for a dedicated individual to contribute to the company's compliance framework and ensure regulatory excellence.About the RoleAs a Wealth Management Compliance Officer, you will be responsible...

Job DescriptionThe Wealth Management Apprentice will work closely with our experienced professionals to learn about investment strategies, risk management, and portfolio optimization. Key responsibilities include:Assisting with client onboarding and account maintenanceProviding exceptional customer service and resolving queries efficientlyConducting research...

About Trowers & Hamlins">Trowers & Hamlins is a top-tier international law firm with a long history of delivering exceptional results for our clients. With over 180 partners and 1000 staff, we have a global reach and a local touch.">Exeter Office Overview">Our Exeter office has been at the forefront of our business for over 30 years. With a team of 157...

About UsAs a Senior Partner Practice of St. James's Place Wealth Management, we pride ourselves on delivering exceptional client service and providing opportunities for career growth and development.The RoleThis challenging role requires a confident, numerate, and professional individual who enjoys using their initiative and has a can-do working style.Main...

We are seeking an experienced solicitor to join our pre-eminent private client team at a Top 100 law firm.The successful candidate will advise on a range of private client work, including tax advice for individuals and their wealth, the orderly succession of wealth from one generation to the next, and the creation and administration of trusts and other...

Establish a successful career in contentious probate and charities litigation at Chadwick Nott, a Top 100 Law firm. As a skilled Contentious Trusts and Probate Solicitor, you will join their expanding Charities & Private Wealth Disputes team.The team holds a tier 1 ranking in the Legal 500 for contentious probate in the Southwest and is recognized as tier 1...

**Job Summary:**Cathedral Appointments Ltd is looking for a talented Private Wealth Lawyer to join their thriving team in Exeter.The ideal candidate will have good expertise in trusts, estate planning, and administration, and be STEP qualified or in the process of gaining this. They will take pride in delivering exceptional client service and encourage...

About UsCathedral Appointments Ltd is a thriving professional services firm seeking a skilled Financial Planner to join our team. This is an excellent opportunity for a motivated individual who wants to make a difference in people's lives by providing expert financial advice.Job DescriptionThe Financial Planner will be responsible for evaluating clients'...

About the RoleWe are seeking an experienced Senior Private Wealth Lawyer to join our highly ranked team in Devon or Cornwall. As a key member of our Private Client practice, you will be responsible for managing a broad and high-quality caseload that includes lifetime planning for higher net worth and business clients, succession planning for business owners...

Experienced Paralegal Required for Private Wealth Team in ExeterWe are seeking a skilled and dedicated Paralegal to join our highly-regarded Private Wealth team in Exeter. As a key member of our team, you will be responsible for providing high-quality administrative support in all aspects of private client work.The successful candidate will have excellent...

Exeter-based Taylor Rose Recruitment Ltd is looking for a Private Client Tax Specialist to join their team.This is an excellent opportunity for a CTA Personal Tax professional to develop their skills and advance their career.The successful candidate will have the ability to manage a diverse portfolio of high-net-worth individuals (HNWIs) and provide expert...

Job Title: Store Display ExpertEstimated Salary: £25,000 - £30,000 per annumAbout eXPD8eXPD8 is a leading field marketing agency with a wealth of experience supporting iconic brands and retailers. We pride ourselves on delivering exceptional service to ensure our customers succeed in retail.Job DescriptionWe are seeking a Store Display Expert to join our...

A unique opportunity has arisen for a skilled Private Client Solicitor to join Chadwick Nott's esteemed team in Bristol or Exeter.The ideal candidate will possess at least 2 years PQE and have experience working with a top-tier law firm. You will be responsible for handling a wide range of private client matters, including tax and trust advice for high net...

Job Title: Production Management ExpertGap Personnel is recruiting for a talented Production Management Expert to join their client's team based near Exeter. This is an excellent opportunity for a skilled professional to work in a fast-growing food manufacturer with a healthcare bias.The ideal candidate will have knowledge of BRC and SALSA audit protocols...

Role Summary:We are seeking a Medicines Management Expert to join our team at HMP Exeter. As a Medicines Management Expert, you will play a crucial role in providing a Medicines Management service to the allocated prison(s) on a weekly basis.Responsibilities:To provide a Medicines Management service to the allocated prison(s) on a weekly basis with the...