private wealth manager jobs in Devon

Private Client Associate Location: Exeter - hybrid Salary: £85-95,000+ DOE OVERVIEW A leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters....

Incredible opportunity for a Private Client Tax Manager to join a well-established, growing firm of Chartered Accountants based in Newcastle. The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work. As a Private Client...

Experienced Private Wealth Manager required for a reputable global and fully SCA & IA licensed firm, to be based in either Dubai, Abu Dhabi or EU. Candidates must be qualified, reside in the preferred office location and have a client book/AUM to be considered. An exceptional package including qualified leads, BDM & Paraplanning support, high commission splits and corporate benefits will be...

In a nutshellAre 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...

You will work closely with the tax, private client and privately owned business teams and with clients and be committed to providing exceptional service.

Join to apply for the Paralegal - Private Wealth role at Trowers & Hamlins Overview Trowers & Hamlins is a City-led, international and national law firm with over 180 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional...

Your new firmA highly respected law firm is seeking a talented Associate or Senior Associate to join its thriving Private Client team in Exeter. With a reputation for delivering practical, bespoke advice to a diverse client base—including families, individuals, trustees, and private wealth advisors – this firm offers a collaborative, intellectually stimulating environment and a proven track...

Private Client Associate / Senior Associate - Exeter Salary: Up to £85,000 Hybrid: 2 days a week in the office Looking for the quality of city work, but without the city lifestyle? This role offers the best of both worlds. We're working with an international law firm that's known for its collaborative culture and forward-thinking approach. You'll be part of a global network but what makes this...

A leading law firm in Exeter is seeking a Senior Associate for their Succession & Tax team. This role involves advising on UK and offshore trusts, estate planning, and tax issues while managing high-value client relationships. Candidates should have over 5 years of experience in trusts and tax, and a STEP qualification is preferred. The position offers career progression and a competitive salary...

You will be focused on providing exceptional service and advice to your clients, have excellent verbal and written communication skills, and work well within a team. Please get in touch if you would like more information on this role or send us your CV below in complete confidence and we will get back to you.

A leading legal recruitment firm is seeking a Private Client Solicitor or Legal Executive with over 1 year of experience to manage a diverse caseload in Devon. If the following job requirements and experience match your skills, please ensure you apply promptly. Responsibilities include advising clients on trusts and estates, drafting legal documents, and mentoring junior colleagues. The role...

Job Title: *Solicitor or Legal Executive *Department: *Private Client *Position: *Full Time *WBW Solicitors is one of the largest legal practices in the South West, with offices based in Torquay, Paignton, Brixham, Newton Abbot, Exeter, Bovey Tracey, Launceston, Exmouth, Sidmouth, Honiton, Seaton, Axminster & Chard. With clearly defined divisions catering for business and private clients, our...

You will be responsible for handling a varied caseload of private client matters such as Wills, Probate, Trusts, Lasting Powers of Attorney and Inheritance Tax

You will provide exceptional client care and deliver high-quality legal advice to the firm’s loyal client base - Independently manage your workload and deadlines, while also working effectively as part of a collaborative team

You will also contribute to health screenings, family medicine services, and supporting individuals with bespoke health plans.

Job Description At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a...

You will inspire your team while driving growth in the trust practice. The firm offers competitive financial and wellbeing benefits and a supportive culture.

Job Description Incredible opportunity for a Private Client Tax Manager to join a well-established, growing firm of Chartered Accountants based in Newcastle. The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work. As a...

Description Where you will work Our Exeter office is home to a team of 157 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service, expertise, and value for money we can offer by utilising our regional teams. We have an enviable reputation for bringing public,...

Job Description Incredible opportunity for a Private Client Tax Manager to join a well-established, growing firm of Chartered Accountants based in Newcastle. The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work. As a...

Description If you are an organised individual ready to take on the role of Junior PA, this is the perfect opportunity for you. Our Private Wealth team are seeking a Junior PA to join in our Exeter office. This role offers an exciting opportunity to work in a fast-paced environment, supporting fee earners and ensuring smooth operations. The Role As a Junior PA, you will play a crucial role in...