Private Wealth Associate jobs in Devon

You will need to be insatiably curious and interested in meeting people at all levels, with natural ‘EQ’. Other key attributes include being really well organised, with an eye for detail, a quick learner, a natural communicator, tenacious, optimistic and highly self-motivated.

Private Client AssociateLocation: Exeter - hybridSalary: £85-95,000+ DOEOVERVIEWA 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. This role...

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,...

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...

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...

A leading law firm is seeking a Junior PA in Exeter to support fee earners in the Private Wealth team. This full-time role requires strong communication and organisational skills, excellent typing speed, and proficiency in Microsoft Office. Responsibilities include managing diaries, arranging meetings, and handling various administrative tasks. The position offers a dynamic work environment along...

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...

Senior Private Client Lawyer needed in Exeter. Provide expert advice on inheritance tax and lead estate administration.

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...

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...

Private Client Solicitor/legal Executive, 1+ Years PQE, Devon, £(DOE) – As a valid member of the private client department, you will play a key role in delivering high-quality legal services to clients, while helping to drive business development and support the ongoing growth and training of the team. JOB REF: TL2323 Are you ready to apply Make sure you understand all the responsibilities and...

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...

Dental associate required for a mixed Dental Practice – Golds Place Dental Practice, Devon. The Practice is amid an ambitious growth & development plan and needs a forward thinking and dedicated Associate Dentist to join our growing team. The practice is part of a Devon based cluster of 6 practices – Unity Dental Group. We are _*not*_ a ‘corporate.' The practice also benefits from a full external...

Senior Associate - Succession & Tax (Private Wealth) Location: Exeter Contract: Permanent Working pattern: Full-time, part-time or flexible Join a leading Private Wealth team and take your trust and tax career to the next level. A standout opportunity has arisen for a Senior Associate to join a highly regarded Succession & Tax team in Exeter . Known for working with high-net-worth individuals,...

You will need to be insatiably curious and interested in meeting people at all levels, with natural ‘EQ’. Other key attributes include being really well organised, with an eye for detail, a quick learner, a natural communicator, tenacious, optimistic and highly self-motivated.

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...

Private Client Associate Location: Exeter PQE: 3+ years Contract: Permanent Shape your future with a leading Private Client team in Exeter. A respected and growing Private Client team in Exeter is seeking a talented Associate to support the continued expansion of its high-calibre practice. Known for delivering tailored advice on complex wills, tax, trusts and estate planning, this team acts for...

A leading law firm in Exeter is seeking a Private Client Associate with over 3 years of PQE to manage a varied caseload including estate planning and probate matters. This role offers the chance to work closely with senior lawyers and provide high-quality advice to clients while mentoring newer members and contributing to business growth. The firm is known for its commitment to professional and...