wealth adviser jobs in Devon

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,...

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...

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...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

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...

Job description The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transitionFull administrative and paraplanning support so you can focus on client...

You will be working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews. Dealing with the day to day trust affairs of your client portfolio, which will include high net-worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly.

The Role Deal Advisory Tax provides market leading services to both Corporate and Financial investors. Whilst we have teams focused on clients in four key markets Corporates; Private Equity & Credit; Real Estate and Energy & Infrastructure, we are a national and connected team, working and learning with each other. Corporates: We work alongside some of the most forward-thinking FTSE 100 and 250...

You will be expected to manage your own caseload from initial instruction to conclusion, provide exceptional client care, and contribute to the growth of the department through building strong client and referrer relationships. About You The ideal candidate will: Be a qualified Solicitor or Chartered Legal Executive with proven experience in family law.

Location PLYMOUTH Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89026 Report Writer Bristol (central office opening December 2025) Full-Time, permanent | Salary £32,000-£35,000 DOE £1200 Annual bonus !! About Us We are an employee-owned wealth management firm with a strong record of internal progression and a supportive, collaborative culture. As we expand into Bristol, we are...

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 have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Job description The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transitionFull administrative and paraplanning support so you can focus on client...

You will have the opportunity to work on acquisitions and disposals, development, real estate finance work, regeneration and joint venture projects.

You will be drafting and negotiating contracts, including NEC, JCT, FIDIC, and bespoke agreements.

You will also have the opportunity to contribute to business development efforts and grow your professional networks.

You will have the space to grow both personally and professionally, with a real focus on helping you succeed in your career.