You will work closely with internal clients and stakeholders, managing your own caseload while ensuring legal compliance and excellent service delivery. This role operates within a hybrid working model, with an expectation of attending the office up to one day per week for meetings, focused work, or specific tasks such as legal completions.
A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. The role requires a commitment to obtaining Chartered status and the capacity to proactively develop client relationships. The successful candidate will join a dynamic team offering comprehensive benefits, including a pension scheme, flexible leave options, and a...
A leading insurance provider in the UK is looking for talented Account Executives to join their Community Broking division. The role involves driving sales, managing client relationships, and delivering strategic advice to achieve growth targets. Candidates should have proven experience in the UK Commercial Insurance sector and a Cert CII qualification. The position offers a salary between...
An accountancy practice in Clifton is currently recruiting a Client Manager to join their team. This is an excellent opportunity for anyone looking to further their career within this field working for a well-established practice offering hybrid working and 25 day holiday allowance. Duties will include: - Finalising accounts for sole traders, limited companies and partnerships - Overseeing...
IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...
You will be responsible for managing tax returns for trusts, estates, individuals, and charities, and advising clients on inheritance tax, capital gains tax, and income tax. Additionally, you will collaborate closely with the probate team on estate tax returns. The firm has a client base of high-net-worth individuals with complex financial arrangements, business interests, and international assets.
You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.
Private Client Solicitor Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Salary: £45,000 - £55,000 Location: Somerset, BA5 (Hybrid Working Available) Hours: Monday - Friday, 9:00 am - 5:00 pm About Us We are a well-established, independent law firm with over 100 years of history and a reputation for delivering...
About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of...
Private Client Solicitor (5+ PQE) – Varied Caseload – Outstanding Salary – Weston-super-Mare Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. An opportunity has arisen for an experienced Private Client Solicitor (5 PQE+) to join a long-established and highly regarded law firm on the North Somerset coast. The firm will very...
You should have strong CASS experience and knowledge, in particular CASS 6,7 & 8. Great opportunity to join rapidly expanding Company at an exciting time with plenty of opportunities for internal progression. The role is 2-3d pw in their Bath office, a 4 minute walk from the station.
You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.
You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.
A law firm in Somerset is seeking a Private Client Solicitor to manage a varied caseload and provide expert advice on Wills and Probate. To be considered for an interview, please make sure your application is full in line with the job specs as found below. This role offers a clear path to partnership for the right candidate. Responsibilities include advising on estate planning and maintaining...
Private Client Solicitor | Tunbridge Wells You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. This highly esteemed firm, celebrated for its unparalleled client service and illustrious legacy spanning nearly 500 years, is seeking an accomplished Private Client Solicitor (2+ PQE) to join its Legal 500 Tier 1-ranked private...
A public sector organization in Weston-super-Mare is seeking a qualified Legal Adviser to join their Property and Contracts team. Find out if this opportunity is a good fit by reading all of the information that follows below. In this role, you will provide comprehensive legal advice on property matters, manage your own caseload, and collaborate with internal clients. The ideal candidate...
IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...
About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which...
A leading legal recruitment agency is seeking a Private Client Solicitor with over 1 year of PQE to join a top-tier law firm in Taunton. If you are interested in applying for this job, please make sure you meet the following requirements as listed below. The role focuses on managing tax returns and advising high-net-worth clients on complex financial matters. Ideal candidates will possess...
About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which...
You will be responsible for managing tax returns for trusts, estates, individuals, and charities, and advising clients on inheritance tax, capital gains tax, and income tax. Additionally, you will collaborate closely with the probate team on estate tax returns. The firm has a client base of high-net-worth individuals with complex financial arrangements, business interests, and international assets.