Private Wealth Associate jobs in Exeter

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...

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...

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,...

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 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.

You will also advise land owners & farming clients - Run a private client caseload to include wills, succession planning, probate, administration of estates, trusts, tax & wealth management

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...

We are an independent family practice which has been established for over 20 years. We are looking for an enthusiastic ethical dentist to join our friendly team. We offer a competitive package and all the support you need to provide outstanding care to patients and grow the career you want: Great UDA rate, £17 per uda. Newly refurbished surgery; new A-Dec chair, new cabinetry, digital...

Job Description In short: We are looking for a Sales Associate to support the growth of Acquinox’s investor and partner network. This role sits at the intersection of relationship management, deal exposure, and market presence. It is not a pure sales role and not a back-office position. Think of it as an early-stage commercial role similar to an SDR evolving into a Relationship Manager. The...

Job Description Business Development Associate – M&A Angove Partners is partnering with a leading boutique Insurance Broker based in London, seeking a Business Development Associate to assist in their ambitious growth strategy. What is the role? As a member of the business development team, the Business Development Associate will handle a variety of work-streams in a fast-paced and highly...

Your future, as a Private Dentist at mydentist Your future, your schedule You’ll be joining us at our South Lawn Terrace, Exeter practice. Your future at our South Lawn Terrace, Exeter practice A modern, advanced, spacious, practice with access to the latest equipment and materials Digital x-rays and rotary endodontic equipment in each surgery Support from an experienced team of local...

You will be instrumental in improving the environmental performance for a diverse range of projects across multiple sectors.

You will have responsibility for directing and leading projects including tasks relating to recruitment, bidding, project team management, project delivery, and financial management.

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,...

Senior Private Client Solicitor or Legal Executive Exeter Who will you join? - A very successful, thriving law firm and private wealth department - An established multi-site team with national and international reach - Work alongside inspiring and well-respected partners and colleagues What will you do? This is a broad private client role to include: - Drafting tax and succession advice,...

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...

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...

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...