wealth adviser jobs in Devon

Jobs found: 21
Bookmark Not interested
Simpson Judge
Exeter EX1
£85,000 – £95,000

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....

Hybrid
7 hours ago
Bookmark Not interested
Trowers & Hamlins
Exeter

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...

No Experience Remote
a day ago
hays-gcj-v4-pd-online
Exeter

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...

Hybrid
7 days ago
JMC Legal Recruitment
Exeter

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...

Hybrid
a day ago
Yolk Recruitment Ltd
Exeter

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...

Hybrid
3 days ago
Bookmark Not interested
Mojo Mortgages
Plymouth

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Hybrid
2 days ago
Bookmark Not interested
BDO
Humber

Job Description Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management...

7 hours ago
PKF FRANCIS CLARK
Exeter

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...

No Experience Hybrid
7 hours ago
Bookmark Not interested
Heat Recruitment
Plymouth

Location PLYMOUTH Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89026 Report Writer Bristol (central office opening December 2025) Full-Time, permanent | Salary £32,000-£35,000 DOE £1200 Annual bonus !! About Us We are an employee-owned wealth management firm with a strong record of internal progression and a supportive, collaborative culture. As we expand into Bristol, we are...

3 days ago
KPMG
Plymouth

The Role Deal Advisory Tax provides market leading services to both Corporate and Financial investors. Whilst we have teams focused on clients in four key markets Corporates; Private Equity & Credit; Real Estate and Energy & Infrastructure, we are a national and connected team, working and learning with each other. Corporates: We work alongside some of the most forward-thinking FTSE 100 and 250...

3 days ago
Bookmark Not interested
Crown Prosecution Service
Exeter

You must demonstrate sound legal judgement and present cases clearly, both verbally and in writing. It's essential that you have a commitment to public service, a focus on continuous learning and an understanding of our role within the criminal justice system.

a day ago
Bookmark Not interested
Legal Southwest
Highweek

You will be expected to manage your own caseload from initial instruction to conclusion, provide exceptional client care, and contribute to the growth of the department through building strong client and referrer relationships. About You The ideal candidate will: Be a qualified Solicitor or Chartered Legal Executive with proven experience in family law.

a day ago
Bookmark Not interested
IDEX Consulting
Kingsbridge

Job description The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transitionFull administrative and paraplanning support so you can focus on client...

Hybrid
3 days ago
Bookmark Not interested
Womble Bond Dickinson
Plymouth

You will be working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. Dealing with the day to day trust affairs of your client portfolio, which will include high net-worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly.

Remote
7 days ago
Bookmark Not interested
BDO UK
Newton Abbot

Ideas | People | TrustWe're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy – and directly advise the owners and management teams leading...

an hour ago
Create job alert for new jobs for
wealth adviser, Devon
Bookmark Not interested
JMC Legal Recruitment
Exeter

You will be drafting and negotiating contracts, including NEC, JCT, FIDIC, and bespoke agreements.

You will also have the opportunity to contribute to business development efforts and grow your professional networks.

You will have the space to grow both personally and professionally, with a real focus on helping you succeed in your career.

Hybrid
7 days ago
Bookmark Not interested
Mojo Mortgages
Exeter

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Hybrid
2 days ago
Bookmark Not interested
IDEX Consulting
Devon

Job description The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transitionFull administrative and paraplanning support so you can focus on client...

Hybrid
3 days ago
Trowers & Hamlins
Exeter

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,...

7 days ago
Trowers & Hamlins
Exeter

You will have the opportunity to work on acquisitions and disposals, development, real estate finance work, regeneration and joint venture projects.

7 days ago
Menu