private wealth manager jobs in Poole

In a nutshell Are 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...

You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development. Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis.

Job Description REED Accountancy Practice Hub are recruiting a Private Client Tax Manager for a leading Practice based near Ferndown This is a key position requiring a specialist in tax advisory and compliance services for high-net-worth individuals, families, and sometimes trusts or estates. Private Client Tax Manager Perm position - £60,000 - £65,000 Hybrid Working - Flexible working...

Job Description Looking for more than just technical tax work? Join one of Dorset's leading independent accountancy firms in a role that blends client advisory, strategic input, and career progression. As a Private Client Tax Senior, you'll work closely with Directors, manage a portfolio of HNW clients, and help shape the future of a growing tax team. What's in it for you? - Autonomy to...

Job Description This role involves managing tax compliance and advisory matters for a variety of FS & law firms, in addition to HNWI's, company directors & partnerships. The successful candidate will have the opportunity to work closely with and learn from senior team members within a top independent Accountancy Practice in Dorset. Client Details Our client is a reputable accountancy firm with...

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will provide continuous 1:1 nursing care, medication management, monitoring of chronic conditions and coordination with local doctors and clinics.

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 report directly to the directors who will support and mentor you. Key Responsibilities: - Managing and servicing a portfolio of clients to an excellent standard - Handling inbound queries from clients, and delivering great client service - Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions.

Job Description Head of Finance Wimborne, Dorset Up to £80k DOE Ultimate Banking are delighted to be partnering with a well-respected, customer focussed building society as they continue to expand their impact in the financial services space. As their Head of Finance, you will use the best financial and risk management practices to optimise their financial structure to benefit their members...

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 For Those Who...

You must be registered with the GOC or appropriate governing body in order to apply for this role - Our services include Private and NHS testing, MECS, Dry eye management - including IPL, and Vision therapy. - We have 6 consulting rooms across the 2 practices - We are a team of 20

You will be working within a dynamic environment that has a fun and supportive culture. The Wills, Trusts & Probate Team in particular are ranked in Band 1 in the Chambers & Partners High Net Worth Guide (Southampton and Surrounds 2025). Please see details below below Wills & Trust Probate Tax Manager

You will need to understand their operations, challenges, and unique circumstances.

You will be expected to gather relevant information and build strong professional relationships.

You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

Job Description Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence? Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a...

Job Description Permanent, one‑to‑one role with an 80‑year‑old VIP client. | Role based in Dubai with occasional international travel on a private yacht. | Employment: Full Time, Permanent. Salary: £60,000 Annual Salary (Tax Free). | Scope: medication management, chronic condition monitoring, coordination with physicians/clinics, precise documentation. | Profile: RN/BSN; English C1+; ≥4 years...

A leading firm in South West England seeks an experienced Senior Manager or Director in trust taxation to guide a team and advise high-net-worth clients on complex tax issues. The role emphasizes leadership, client relations, and compliance with standards, offering a supportive environment for professional growth and development. Competitive salary and benefits are included, with opportunities...

Optometrist Vacancy - Classic Eyes We’re proud to be an independent practice where patient care always comes first, and joining us as our new Optometrist means being part of a team that values clinical freedom, supports your development, and encourages you to bring your personality and expertise to the role. Whether you're looking for the next step in your career or a fresh start in an...

You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region.

Job Description Are you an Audit Senior looking to take the next step in your career with a forward thinking accountancy practice? Our Client, a highly respected firm with a strong presence in the South, is seeking an experienced and motivated Audit Senior to join their growing Bournemouth team. This is an excellent opportunity for an ACA/ACCA qualified or finalist Audit professional who is...