private wealth manager jobs in Bournemouth

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

Private Jet Broker A fantastic opportunity for an experienced Private Jet Broker with business development and Account Management experience is required for a private Aircraft Charter company who deals in the UHNW market for light jets, VIP airliners and Helicopters. This exciting position, new to the market, is joining a newly formed Sales team in the UK and could offer progression for a top...

You will manage all pre-departure arrangements, act as the main day-to-day contact for group organisers, and ensure bookings, finances and documentation are handled accurately and on time. Working closely with the Head of Private Groups and the Operations team, you will own the journey from confirmation to departure, ensuring nothing is missed.

CTA-qualified Private Client Tax Associate sought in Bournemouth – hybrid, HNW clients, great team Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax...

A Wealth Management firm is looking for a Reward Partner in Bournemouth to support their compensation and benefits programmes. The role involves analytical and advisory support in reward strategy and ensuring compliance with regulations. Candidates should possess experience in compensation analysis and governance, along with the ability to assist in the development of compensation design and...

A leading trust-based wealth management firm in Bournemouth is seeking a full-time trust operations team member. The successful candidate will manage trusts and ensure excellent customer service. Important qualifications include finance and estate planning skills, strong analytical abilities, and a bachelor's degree in a relevant field. This role also encourages professional qualifications,...

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

You must be registered with the GOC or appropriate governing body in order to apply for this role - Our services include Private and NHS testing, MECS, Dry eye management - including IPL, and Vision therapy. - We have 6 consulting rooms across the 2 practices - We are a team of 20

You will also maintain existing client relationships, providing internal/external clients with advice and service.

You will be skilled at influencing, motivating yourself and others and highly analytical.

You will be highly organised, have strong time management skills and great at teamwork and building a team.

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...

You will have the chance to enhance your technical abilities and industry knowledge by working alongside experienced private client lawyers who foster an inclusive working environment. If you are STEP qualified or working toward this accreditation, this is highly advantageous but not a prerequisite.

You will also maintain existing client relationships, providing internal/external clients with advice and service.

You will be skilled at influencing, motivating yourself and others and highly analytical.

You will be highly organised, have strong time management skills and great at teamwork and building a team.

Market Design Lead – Switching & Registration Who Are RECCo? We are an independent, non-profit organisation responsible for the Retail Energy Code — a key part of how the GB retail energy market is regulated. But we don't just manage rules. We look ahead, not just react, helping the market change in the right way. We deliver secure digital services, clear governance, and practical solutions...

Audit Senior role in Bournemouth – lead varied audits, grow your career and join a supportive team Are you an Audit Senior looking to take the next step in your career with a forward thinking accountancy practice? Our Client, a highly respected firm with a strong presence in the South, is seeking an experienced and motivated Audit Senior to join their growing Bournemouth team. This is an...

Job Description Are you an Audit Senior looking to take the next step in your career with a forward thinking accountancy practice? Our Client, a highly respected firm with a strong presence in the South, is seeking an experienced and motivated Audit Senior to join their growing Bournemouth team. This is an excellent opportunity for an ACA/ACCA qualified or finalist Audit professional who is...

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

You must be registered with the GOC or appropriate governing body in order to apply for this role - Our services include Private and NHS testing, MECS, Dry eye management - including IPL, and Vision therapy. - We have 6 consulting rooms across the 2 practices - We are a team of 20