private wealth manager jobs in 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...

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...

Job Description Our client, a top-tier global law firm, is seeking a Business Development Manager to support key global clients within its Private Capital Industry Group. This role sits within the Global Clients & Industries team and focuses on driving revenue, strengthening strategic client relationships and executing go-to-market initiatives across an international platform. Key...

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...

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...

A forward-thinking law firm in Exeter seeks a professional to join their Succession & Tax team. This role involves leading estate administration matters and providing expert advice on inheritance tax among other responsibilities. The ideal candidate will have extensive experience in private client law and a strong knowledge of UK tax law. The firm offers competitive salary and benefits, alongside...

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...

You will deliver personal tax advisory services to diverse clients and oversee issues related to trusts and estates. Ideal candidates will have a relevant ACA/ACCA/ATT/CTA/STEP qualification and experience managing personal tax services. This role offers a competitive salary between £70,000 – £100,000 and a clear path for professional growth in a reputable firm.

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...

You must have the ability to communicate with people calmly, sensitively and effectively both on the telephone and in person, and across all roles.

You will benefit from access to our own comprehensive occupational health services, including counselling, onsite wellbeing activities and groups.

A leading accountancy practice in Exeter is seeking a Personal Tax Senior Manager to deliver personal tax and advisory services to a diverse client base. The role offers a client-facing position with responsibilities for team management and service development. Ideal candidates will be ACA, ACCA, CTA, or STEP qualified with experience in a reputable accountancy firm. The salary ranges from...

Job Description 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...

You will inspire your team while driving growth in the trust practice. The firm offers competitive financial and wellbeing benefits and a supportive culture.

Your newpany As one of the largest independent accountancy and business advisory firms in the South West, this organisation offers excellent opportunities for career development within a supportive and collaborative culture. With multiple offices across the region, the firmbines the scale to work onplex projects with the flexibility and friendliness of a local team. Recognised nationally for its...

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...

You will manage, oversee and review a small support team of a couple of trainees and more senior accountants to assist you overseeing a fee base of close to £200k.

You will have opportunity to carve a long term career move and play a key role in this firms further ongoing success and development, with the associated career rewards this presents.

You will have a clear route to progress within this highly successful and forward moving firm of accountants.

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team as well as the chance to get involved the further growth and development of this office.