private wealth manager jobs in County Bristol

A growing law firm in Bristol is seeking a Private Client Lawyer to join their private wealth team. Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. This position involves advising clients on complex matters like wills, trusts, and estate planning, while also supervising junior lawyers. The successful candidate will have solid...

Job Description Are you an experienced Senior Tax Manager with a specialisation in private client tax? This is an excellent opportunity to lead and manage private client tax advisory services in a professional services environment in Bristol. Client Details This role is with a well-established professional services organisation. They are a large organisation with a reputation for delivering...

Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client in Central Bristol. Working with a varied and entrepreneurial private client portfolio involving a mixture of tax advisory, compliance and ad hoc project work. Clients range from HNWIs, UHNWIs, Directors, Business Owners to Non...

You will have an acute technical eye and will be able to mentor and support the technical development of the junior members of the team.

You will also have the opportunity to further your development by taking part in the Director development plan. This Bristol based team have a fantastic reputation in the market as well as fantastic employee values and overall culture.

A leading wealth management firm in Bristol is seeking an ambitious individual to manage client portfolios and develop new client relationships. This role requires strong interpersonal skills and compliance with investment regulations. The successful candidate will have the opportunity to work with both existing clients and Financial Planners to grow their own client book. A Level 7 Chartered...

A leading wealth management firm in the South of England is seeking a Regional Manager to lead their team of Private Client Financial Planners. This role involves achieving team revenue targets, ensuring excellent client service, and developing team members. The ideal candidate will possess strong leadership and financial planning skills, with a commitment to coaching and staff development. The...

A leading global tax advisory firm is seeking a Senior Manager for its Private Client tax team in Bristol or Reading. The role involves developing strong client relationships, managing a team, and delivering complex tax advice. Ideal candidates will have relevant qualifications such as ACA, CA, CTA, or ACCA, combined with strong personal tax knowledge and a proven track record in client advisory....

Job Description We’re working on a senior underwriting appointment with one of the UK’s most consistently profitable and well-regarded insurers. You’ll recognise the type of organisation this is. Low churn. Strong balance sheet. Long tenures. Most senior roles filled internally. People stay because they’re treated well and trusted to do their job properly. Opportunities at this level don’t...

You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. - Assist in the management of the local team and take responsibility for the coaching and development of other team members.

A prestigious law firm in the UK is seeking a Tax Senior to join their Private Wealth team, primarily in Bristol or Newcastle. The successful candidate will be responsible for preparing partners' self-assessment tax returns and ensuring compliance with relevant tax laws. The role offers significant responsibility within a supportive and collaborative team environment, with opportunities for...

A leading national law firm in Bristol is seeking an experienced Private Client Associate/Senior Associate to join their respected Private Wealth team. This role involves working on complex client matters, including estate planning, trusts, and tax structuring within a supportive and collaborative hybrid working environment. Candidates with solid private client experience and a STEP qualification...

Private Wealth Associate London – Salary negotiable based on experience My client is a top 200 law firm, currently on the lookout for an experienced Private Client Associate to join their team in South West London Key Responsibilities: Manage your own caseload of diverse Private Wealth matters Build strong client relationships Support and mentor junior members of the department, including...

Private Client Solicitor - Bristol Want to apply Read all the information about this position below, then hit the apply button. An exciting opportunity has arisen for a Private Client Solicitor (3+ PQE) to join a forward-thinking law firm with offices in Bristol. This role offers the chance to deliver exceptional legal services within a supportive team that values innovation, professional...

You will be involved in preparing personal tax returns, offering tax planning support, and building strong client relationships, while also having the opportunity to mentor junior team members. The firm is known for its collaborative culture, commitment to professional development, and clear pathways for progression.

Job Description Private Client Tax Senior Manager - Strategic Advisory & Leadership Role This is an exceptional opportunity for an experienced private client tax professional to step into a senior leadership role with a strong focus on complex advisory work and team development. As Senior Manager, you'll play a pivotal role in delivering strategic tax advice to a high-calibre client base, while...

You will handle a varied private client caseload, including: - Wills, probate, LPAs, trusts and estate planning - Support on more complex estate administration matters - Supervision of junior lawyers where appropriate - Play a role in business development and networking activity

A leading international law firm in Bristol is seeking a Private Client Associate with a focus on UK tax, estate planning, and advising high-net-worth individuals. This is a permanent, full-time role offering a salary between £60,000 and £80,000. The position supports hybrid working and includes a structured career development program as well as competitive benefits including private medical...

You will gain valuable exposure to personal tax compliance while being supported by experienced colleagues, helping you strengthen your technical skills and confidence in dealing with clients and HMRC. Crowe Watson Recruitment is pleased to be acting as the third-party recruiter for this opportunity.

You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. - Assist in the management of the local team and take responsibility for the coaching and development of other team members.

Private Client Solicitor - Bristol (North) Please read the following job description thoroughly to ensure you are the right fit for this role before applying. Are you an accomplished Solicitor with 5 years PQE expertise in Wills, Probate, Trusts, and Mental Capacity matters? We have a fantastic opportunity to join one of the South West's most distinguished teams, celebrated in the Legal 500...