Wealth Manager jobs in Devon

Experienced Private Wealth Manager required for a reputable global and fully SCA & IA licensed firm, to be based in either Dubai, Abu Dhabi or EU. Candidates must be qualified, reside in the preferred office location and have a client book/AUM to be considered. An exceptional package including qualified leads, BDM & Paraplanning support, high commission splits and corporate benefits will be...

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...

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,...

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...

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...

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...

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.

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 Private Client...

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...

Job Description Our client specialises in the demanding field of electromedicine, with a product range that includes high-frequency and ultrasound surgery systems combining optimum safety with ease of use, responsiveness, innovation, and flexibility in both open and laparoscopic surgery. With a wealth of experience and constant innovation, they are motivated to anticipate industry expectations,...

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...

You must be authorised to work in the UK.

You will manage your own diverse caseload of private client matters including: - Administering Estates and Probate - Drafting Wills and advising on Estate Planning - Inheritance Tax planning and wealth preservation - Creation and management of Trusts - Preparing Lasting Powers of Attorney (LPAs)

You will approve F&DT deliverables and lead the resolution of F&DT problems through the use of appropriate methods.

You will be responsible for the technical scope of assigned projects and tasks.

You will contribute to engineering solutions and ways of working borne from experience in aerospace, other industries or research environments.

A part-time role with real autonomy (and real support). Perhaps you’ve been working in AML and KYC for a while now and you’re ready for a role with greater ownership and responsibility, where your professional judgement is valued and you play a central part in the firm’s compliance framework. If that’s hit the nail on the head, keep reading. You’ll be working within an ICAEW and FCA regulated...

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...

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...

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.

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...