Private Wealth Director

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...

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...

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,...

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 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 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: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...

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...

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 DescriptionAs a Taxation and Wealth Planning Director at Monahans, you will be responsible for leading our Private Client Tax service offering. This is a key leadership role focused on driving growth and innovation within the team. ResponsibilitiesManage a portfolio of high net worth individuals, generating new business through innovative approaches.Lead...

**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...

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...

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 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...

Job Summary">We are seeking a highly skilled Private Client Senior Associate to join our Private Wealth team. As a senior associate, you will be responsible for leading key client relationships and working on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.">Responsibilities and Requirements">You will need...

Job SummaryWe are looking for a skilled Tax Assistant to join our Private Wealth team at Womble Bond Dickinson. As a key member of the team, you will manage a portfolio of clients, preparing personal and trustees' tax returns.Job DescriptionIn this role, you will be responsible for:Preparing personal and trustees' tax returns, ensuring accuracy and...

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...

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...

We're looking for a highly motivated Tax Assistant to join our Private Wealth team in the UK. This is a fantastic opportunity to work in a dynamic tax/trust accounting environment and develop your skills and experience.About the TeamOur Private Wealth team is a close-knit group of professionals who work together to deliver excellent service to our clients....