Private Wealth Investment Manager

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...

Job 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...

Private 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...

Key Responsibilities:We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Heat Recruitment. As part of our national investment management firm, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.Requirements:A genuine...

We 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,...

We are seeking a Private Wealth and Estate Lawyer to join our Private Client department at Simpson Judge. As a key member of our team, you will be responsible for assisting Fee Earners and Solicitors in various legal matters, including Wills, Trusts, LPA, COP, and estate administration.Your responsibilities will include:Providing expert support to Fee...

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...

Succession and Tax Legal DirectorService Care Solutions is collaborating with a renowned Legal 500 firm in Bristol, seeking an experienced Legal Director to join their Private Wealth team. This role involves handling succession and tax legal matters for high-net-worth clients.The firm is open to individuals with 8+ years of PQE in Private Wealth law.Key...

Role OverviewWe are seeking an experienced Investment Director to join our team in Bristol, responsible for developing private client business from existing and new connections, as well as professional intermediaries.About the CompanyOur client is a well-established national investment management firm dedicated to delivering exceptional service to their...

Service Care Solutions Ltd, a well-regarded firm in the legal sector, is seeking an experienced Private Wealth lawyer to join their team in Bristol.Salary and Benefits:The successful candidate can expect a competitive salary of £90,000 to £120,000 per annum, depending on experience, along with a comprehensive benefits package.About the Role:This...

About Cazenove CapitalWe are the wealth management business of Schroders, a global investment manager listed on the FTSE. Our team helps individuals, families, and charities around the world invest for their goals and aspirations.The Wealth Planning proposition is at the heart of our wealth management offering, providing clients with comprehensive financial...

Job Opportunity:We are seeking an experienced Private Client Investment Director to join our team at Heat Recruitment.Role Description:As a Private Client Investment Director, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.Key...

Role OverviewWe are seeking a Private Client Tax Expert to join our team at Monahans. As a key member of our Private Client Tax service offering, you will be responsible for delivering tailored tax consultancy services to high net worth individuals. Key ResponsibilitiesDeliver tailored tax consultancy services, ensuring a comprehensive wealth planning...

**About Chadwick Nott:**Chadwick Nott is a leading law firm that specializes in contentious trusts and probate matters. Our team is known for its expertise and commitment to delivering exceptional results for our clients.We are based in central Bristol and offer a blend of office and home working. Our thriving team provides a collegiate environment with a...

Job Title: Senior Trust Administrator: Private Wealth and GovernanceAbout Us:Michelmores is a forward-thinking law firm that provides exceptional service to its clients. We are committed to helping individuals and businesses navigate complex legal issues and achieve their goals.Salary: £45,000 - £60,000 per annum, depending on experienceJob Description:We...

Job OverviewWe are seeking an experienced specialist in contentious trusts and probate to join our dynamic Charities & Private Wealth Disputes team in Bristol. This role offers a unique opportunity for professional growth and development, with a focus on delivering exceptional results for our clients.

We are looking for a highly skilled Senior Accountant to join our Private Wealth team, specializing in wealth management services. In this role, you will be responsible for preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews.The ideal candidate will have extensive experience in trust accounts preparation,...

We are Evelyn Partners, a leading wealth management and professional services firm with a rich history of 186 years. Our core values of Personal and Performance drive our commitment to delivering exceptional results for our clients.About the OpportunityThis is an exciting opportunity to join our finance team as an Account Payable Assistant. As a key member...

Unlock Business Opportunities as an Investment DirectorA prestigious national investment management firm seeks a seasoned Investment Director to spearhead company growth in the South West region. Based in Bristol, this role offers a unique chance to develop and expand existing private client relationships.Role Overview:Pursue business development...

**Investment Director Opportunity**We are seeking an experienced Investment Director to join our team at Heat Recruitment, working with a well-known national investment management firm. Based in Bristol, this role will involve developing the company's private client business across the South West.As Investment Director, you will be responsible for...