private wealth manager jobs in Poole

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...

A leading legal firm in Poole is seeking a Wills & Trust Probate Tax Manager to assist with tax reporting and provide technical tax advice. The ideal candidate should be ATT or CTA qualified with over 3 years PQE in Private Client Tax. This role offers significant autonomy and the chance to work within a dynamic team known for its supportive culture. Attractive benefits include a negotiable...

Job Description Permanent, one‑to‑one role with an 80‑year‑old VIP client. | Role based in Dubai with occasional international travel on a private yacht. | Employment: Full Time, Permanent. Salary: £60,000 Annual Salary (Tax Free). | Scope: medication management, chronic condition monitoring, coordination with physicians/clinics, precise documentation. | Profile: RN/BSN; English C1+; ≥4 years...

Private Dental Nurse / Alderney, Dorset / Full Time MBR Dental are currently assisting a dental practice located in Alderney, Poole, Dorset to recruit a Private Dental Nurse to join their team on a permanent basis. Available as soon as possible. Will take notice periods into consideration. Private practice environment. Full time opportunity – 43.75 hours per week. Monday – Friday...

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

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.

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...

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...

Personal Assistant - Bournemouth Are you an organised, proactive professional with a passion for supporting a busy team? We’re looking for a Personal Assistant to provide dedicated support to our Employment Law department. This is an excellent opportunity to work in a fast-paced, professional environment, where you’ll play a key role in helping the team deliver exceptional client service. If...

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 help deliver trade sales and marketing activity, support POSM, contribute to new product launches and prepare reports and presentations for both clients and internal teams. A full UK driving licence is required as some travel may be expected. An interest in Amazon or ecommerce is a strong bonus.

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 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.

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

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 need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will provide continuous 1:1 nursing care, medication management, monitoring of chronic conditions and coordination with local doctors and clinics.

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 will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region.