Wealth Management Specialist

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...

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,...

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 DescriptionWe are seeking a highly skilled Wealth Management Expert to join our team in the Southwest. The successful candidate will have a proven track record in managing complex investment portfolios and a strong understanding of modern portfolio theory.About the RoleYou will be responsible for providing expert advice and guidance to high net worth...

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 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...

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...

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...

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...

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...

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...

About the RoleWe are seeking a highly skilled Payroll Specialist to join our team in Exeter. As a Payroll Specialist, you will be responsible for managing all aspects of payroll for approximately 140 external clients.The ideal candidate will have a strong understanding of payroll procedures and excellent communication skills. You will work closely with 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...

Company OverviewWe are a highly respected Appointed Representative of St. James's Place Plc, established for over eight years with around 350 households across the UK and GBP155m of funds under management.Job SummaryAn exciting opportunity has arisen for a professional Administrator to work in our central Exeter office.Key ResponsibilitiesManage our annual...

About the RoleWe are seeking an experienced HNW Investment Specialist to join our team in the Southwest. As a key member of our investment management team, you will be responsible for providing expert advice and guidance to high net worth clients across the region.The successful candidate will have a proven track record in managing complex investment...

Cathedral Appointments Ltd is seeking a highly skilled Private Client lawyer to join our team. As a Private Client Solicitor, you will play a key role in developing and implementing effective estate planning strategies for high-net-worth individuals and businesses.About the JobYou will undertake a diverse and engaging caseload which includes drafting wills,...

About the Role: Our client, a rapidly expanding wealth management group, is seeking a highly skilled Payroll Specialist to strengthen their team in response to ongoing organic growth. The successful candidate will be responsible for managing all aspects of payroll for around 140 external clients.This is an exciting opportunity for a career-driven individual...

The successful candidate will have a proven track record in accounting and leadership, with a strong desire to drive business growth through effective financial management. As a member of our team at Ernest Gordon Recruitment, you will be responsible for leading a team of accountants and junior account managers, developing and implementing financial...

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...

About Ernest Gordon Recruitment Careers">We are a leading specialist recruitment agency, dedicated to providing exceptional recruitment solutions to businesses across various industries. Our team of experts has a wealth of experience in matching top talent with innovative companies, and we pride ourselves on our commitment to excellence and customer...