Private Client Wealth Manager
16 hours ago
Your key responsibilities will include:
- Providing high-level financial planning advice to clients
- Delivering technical financial advisory reports and advice
- Undertaking research and compiling recommendations
- Mentoring and developing trainees
- Ensuring all regulatory and compliance standards are met
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Private Wealth Manager
6 days ago
Bristol, Bristol, United Kingdom Michelmores Full timeWe 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...
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Private Wealth Counselor
1 week ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeJob 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...
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Wealth Management Advisor
17 hours ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeHandelsbanken 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...
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Private Wealth Investment Manager
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...
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Wealth Management Associate
4 days ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeNew Financial Services Opportunity with Coronation Wealth ManagementWe are seeking a skilled and dynamic individual to join our successful team as an Associate Wealth Manager. Based in South Bristol, we are proud to be part of St. James's Place, one of the largest wealth management companies in the UK.Your role will involve working closely with clients to...
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Private Wealth Lawyer
17 hours ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeWe 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...
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Wealth and Private Client Leadership Role
4 days ago
Bristol, Bristol, United Kingdom TSR Legal Full timeJob Overview:TSR Legal is a growing national law firm with a strong reputation in the private client sector.We are seeking an experienced Private Client lawyer to lead our wealth planning department in Bristol.This is an exciting opportunity to take on a key strategic role and develop the team to achieve continued success.The ideal candidate will have a deep...
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Private Wealth Lawyer Position
1 day ago
Bristol, Bristol, United Kingdom Chadwick Nott Full time**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...
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Wealth Management Research Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeJob Title: Wealth Management Research CoordinatorTitan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our...
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Private Wealth Law Director
4 weeks ago
Bristol, Bristol, United Kingdom CV-Library Full timeService 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...
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Private Wealth Law Specialist
6 days ago
Bristol, Bristol, United Kingdom CV-Library Full timeSenior 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...
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Private Wealth Tax Attorney
3 days ago
Bristol, Bristol, United Kingdom Service Care Solutions Ltd Full timeService 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...
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Private Wealth Team Member
6 days ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeJob 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...
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Senior Private Wealth Solicitor
3 weeks ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timePrivate Client Senior Associate OpportunityChadwick Nott seeks an experienced Private Client Senior Associate to join their highly regarded Private Wealth team. As a key member of the team, you will lead complex private client matters with High Net and Ultra High Net Worth individuals and their advisors.About the RoleAs a Private Client Senior Associate, you...
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Private Wealth Law Director
6 days ago
Bristol, Bristol, United Kingdom Service Care Legal Full timeAbout 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,...
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Private Wealth Tax Professional
6 days ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson (UK) LLP Full timeWe'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....
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Senior Associate for Private Wealth
4 days ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob 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...
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Private Client Advocate
6 days ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timeJob Title: Private Client LawyerWe are seeking a highly experienced Senior Associate to join our prestigious Private Wealth team in Bristol or Exeter, with the option of hybrid working from home.About the RoleThis is an exceptional opportunity to work on complex private client matters with High Net and Ultra High Net Worth individuals and their advisors. The...
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Experienced Private Wealth Solicitor
4 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeWe are strengthening our Private Wealth offering with an experienced private client solicitor in the South West. You will join a highly regarded team with a strong reputation for high-quality regional and national high net worth work.Key Responsibilities:Acting on a varied workload including complex non-contentious mattersWealth planning, estate planning,...
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Wealth Management Professional
16 hours ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeTechnical 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...