wealth management adviser jobs in Exeter

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...

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...

Join to apply for the Paralegal - Private Wealth role at Trowers & Hamlins Overview Trowers & Hamlins is a City-led, international and national law firm with over 180 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional...

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...

You must be able to independently manage your own caseload whilst providing training and supervision to junior team members and can expect to play an active role in business development.

A leading law firm in the UK is looking for an Associate/Senior Associate to join their Private Wealth team. This role offers the chance to manage high-value private client matters, such as estate planning and trusts, while enjoying hybrid working arrangements. Candidates should have relevant experience in private wealth law and strong communication skills. The firm promotes a collaborative...

A leading law firm in the UK is looking for an experienced Associate / Senior Associate in Private Wealth to manage client relationships and deliver tailored legal solutions. The ideal candidate will have experience in private client law and demonstrate excellent communication skills. This role offers opportunities for personal and professional growth in a dynamic team environment, with hybrid...

Join to apply for the Junior PA - Private Wealth role at Trowers & Hamlins . Trowers & Hamlins is a City‐led, international and national law firm with over 170 partners and 1000 staff, with offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw, which helps manage multi‐jurisdictional matters. We have leading practices in...

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...

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...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Adviser to join our Naturesave team in their Totnes office. Please note that during your initial training...

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.

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

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...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Totnes / Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a New Business Sales adviser to join our Naturesave team in their Totnes office. Please note that during...

A leading national law firm in Exeter is seeking an experienced Associate or Senior Associate to join their Private Wealth team. This role involves advising high-net-worth clients on estate planning and managing probate. Candidates should have at least 6 years PQE, strong communication skills, and a client-focused approach. The firm offers hybrid working arrangements and a supportive culture for...

Associate/Senior Associate - Private Wealth 1 day ago Be among the first 25 applicants Trowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional...

A leading law firm in Exeter seeks a Junior PA to support fee earners within the Private Wealth team. Candidates should possess strong communication and organisational skills, an excellent typing speed, and be proficient in Microsoft Office products. Responsibilities include managing diaries, arranging meetings, and handling administrative tasks. This full-time role offers a dynamic work...

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 national law firm is seeking an Associate/Senior Associate for its Exeter office. The role involves advising clients on private client matters, including estate planning, drafting wills, and managing probate processes. Ideal candidates will have at least 6 years of experience, strong client management skills, and a commitment to equity and inclusion. This is a full-time position with...