Wealth Creation Expert
4 days ago
The ideal candidate will have a strong understanding of financial regulations and product updates, as well as excellent communication and interpersonal skills. A Diploma in Financial Planning is highly desirable, but not essential.
Your responsibilities will include evaluating clients' financial documents, providing expert advice on pensions, insurance, and investment planning, and conducting regular review meetings. You will also maintain strong relationships with clients and stay up-to-date on industry developments.
We offer a competitive salary of up to £55,000, depending on experience, along with a range of benefits including a discretionary bonus, 25 days holiday plus bank holidays, and free onsite parking.
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Sandwich Creation Expert
6 days ago
Exeter, Devon, United Kingdom Subway Full timeMain ResponsibilitiesAs a Sandwich Creation Expert at Subway, your primary responsibility will be to prepare and serve high-quality sandwiches to our customers. This will involve:Preparing ingredients and cooking products according to recipes and quality standards.Serving customers in a friendly and efficient manner.Maintaining a clean and organized...
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Wealth Management Expert
6 days ago
Exeter, Devon, United Kingdom Arbuthnot Latham Full timeJob 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...
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Exeter, Devon, United Kingdom Chadwick Nott Full timeWe 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...
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Wealth Management Expert
3 weeks ago
Exeter, Devon, United Kingdom Ernest Gordon Recruitment Limited Full timeWe 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,...
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Private Wealth Solicitor
6 days ago
Exeter, Devon, United Kingdom G2 Legal Full timeG2 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...
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Compliance Expert for Wealth Management
1 month ago
Exeter, Devon, United Kingdom Fram Executive Search Limited Full timeSenior 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...
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Charities and Private Wealth Solicitor
1 month ago
Exeter, Devon, United Kingdom Chadwick Nott Full timeEstablish 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...
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Senior Private Wealth Lawyer
2 days ago
Exeter, Devon, United Kingdom G2 Legal Full timeAbout G2 LegalAs a leading full service law firm in the South West, we offer a dynamic and inclusive environment where you can thrive in your career as a senior private wealth lawyer.Competitive Salary and PackageWe are offering a fantastic salary starting from £80,000, plus an attractive package that includes two annual bonus schemes, generous buy/sell...
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Private Wealth Lawyer
7 days ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time**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...
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Private Client Solicitor Opportunity
1 week ago
Exeter, Devon, United Kingdom Chadwick Nott Full timeA 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...
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Wealth Planning Expert
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeAbout 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'...
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Wealth Management Specialist
7 days ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeAbout 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...
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Contentious Estates Expert
1 day ago
Exeter, Devon, United Kingdom G2 Legal Limited Full timeJob Summary:G2 Legal Limited is seeking a Contentious Estates Expert to join our team in Exeter. This is a fantastic opportunity for a qualified solicitor with at least 3 years of post-qualification experience to develop their career in contentious probate and trusts law.The ideal candidate will have strong knowledge of inheritance, CGT, and income tax in...
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Exeter Private Wealth Tax Expert
7 days ago
Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeExeter-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...
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Store Display Expert
6 days ago
Exeter, Devon, United Kingdom eXPD8 Full timeJob 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...
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Experienced Tax Advisor
1 week ago
Exeter, Devon, United Kingdom Chadwick Nott Full timeEstablish a challenging and rewarding career as a Private Client Solicitor with Chadwick Nott, a leading Top 100 Firm.We are instructed on an excellent private client role with a highly regarded team. The ideal candidate will have gained experience from a leading law firm and have had experience with the full range of private matters.The successful solicitor...
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High Net Worth Private Client Specialist
3 weeks ago
Exeter, Devon, United Kingdom Chadwick Nott Full timeCompany Overview:At Chadwick Nott, we are committed to providing exceptional legal services to high net worth individuals. Our award-winning firm has a strong reputation for delivering expert advice in Private Client, Tax and Trusts matters.About the Role:We are seeking an experienced Solicitor to join our team and specialise in private wealth management....
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Content Creation Specialist
1 week ago
Exeter, Devon, United Kingdom Met Office Full timeAbout UsThe Met Office is a leading provider of weather and climate services, dedicated to protecting life and property and helping the UK thrive. With a long history of innovation, we continue to push the boundaries of what's possible in meteorology and beyond.Our PurposeWe exist to provide authoritative and impartial meteorological and oceanographic...
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Tax and Trusts Specialist
1 week ago
Exeter, Devon, United Kingdom Chadwick Nott Full timeTake your career to the next level as a Private Client Solicitor with Chadwick Nott, a respected Top 100 Firm with a strong presence in Bristol and Exeter.We are seeking an experienced lawyer with at least 2 years PQE to join our private client team. As a key member of our team, you will handle a varied caseload, including tax and trust advice for high net...
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Law Office Administrator
5 days ago
Exeter, Devon, United Kingdom Stephens Scown LLP Full timeAbout UsStephens Scown LLP is a leading UK-based law firm with a strong focus on delivering exceptional client service. Our team of experts is dedicated to providing tailored solutions for individuals and businesses alike.We pride ourselves on being approachable, reliable, and responsive to our clients' needs. With a wealth of experience across various...