Wealth management Work, Jobs in Exeter, Eng (with Salaries)

Associate/Senior Associate - Private Wealth
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Service Request Coordinator
BT —Exeter
- Full-time
- Contracts
- Communication skills
- Negotiation
- Annual leave
6d
Account Manager
Flannery Plant Hire —Exeter
- Sales
- Customer service
- Business development
- Annual leave
- Employee assistance programme
Paralegal - Insurance Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- English
- Communication skills
Quick apply
Assistant Manager
Mill on the Exe, Exeter —Exeter
- £35,000 - £38,000 a year
- Full-time
Quick apply
12d
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Group Administrator (2 Roles Available)
Robson Group —Exeter
- £25,000 - £29,000 a year
- Part-time
- Administrative experience
- Organisational skills
- Typing
Quick apply
9d
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Tax Manager
The Progeny Group Limited —Exeter
- Full-time
- Hybrid work
- Microsoft Office
- AI
- Communication skills
Quick apply
20h
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Compliance Control Testing Officer - Exeter Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
19h
Associate - Insurance Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
Gas Assessor
Learning Curve Group —Exeter
- £26,000.00 - £30,851.72 a year
- Full-time
- Construction
- Teaching
- Annual leave
Senior Associate - Construction Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Supervising experience
- Travel
- Contracts
Quick apply
Project Manager
Octavius Infrastructure —Exeter
- Full-time
- Hybrid work
- Engineering
- Contracts
- Construction
- Annual leave
8d
Knowledge Lawyer
Ashfords LLP —Exeter
- Part-time
- Project management
- Communication skills
Legal Support Assistant - Residential Property
Kitson Boyce —Torquay
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Quick apply
8d
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Team management
- Organisational skills
- Communication skills
Quick apply
Trainer Facilitator - Automotive
South Devon College —Paignton
- £26,045 - £28,845 a year
- Full-time
- Management
- Classroom experience
- Communication skills
- Annual leave
- Employee assistance programme

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Associate/Senior Associate - Private Wealth

Trowers & Hamlins -
Exeter

Quick apply

Job details

Permanent | Full-time

Benefits

Company pension
Discounted gym membership
Private medical insurance

Qualifications

Customer relationship management
File management
Communication skills

Full job description

Description

We work with a wide range of families, individuals, trustees, and those in the private wealth advisory sector. Each is unique, but what they all share is the need for practical advice to enable them to plan for the future and tackle arising challenges.

The team currently consists of 2 partners, 7 solicitors, 3 legal executives and 7 paralegals.

We have a proven track record of providing first class training and support to assist individuals in reaching their career goals.

As our department continues to grow, we have an opportunity for an Associate / Senior Associate to join the team in Exeter.

Acting for individuals, companies and trusts both in the UK and internationally, we undertake all types of private client work including the preparation of Wills, Powers of Attorney, Domestic Trusts, Probate and income and capital tax planning. Internationally, we advise on residence and domicile planning and structuring both inbound and outbound.

The Role

The successful candidate will be expected to advise clients in the following areas:

Estate and asset protection planning;
Drafting wills including tax efficient wills and those incorporating trusts;
Creation of onshore trusts including drafting and advising;
Probate planning and Estate Administration;
Powers of attorney;
Court of Protection matters;
Supervision, training and development of junior legal staff.
Pro-active participation in marketing initiatives;
Efficient file management skills and ensuring files are managed in compliance with Lexcel procedures;
Participating in firm-wide and departmental training sessions;

The Candidate

The firm has a Career Development Framework which sets out the competencies we expect of those at the Associate grade. In particular for this role we require:

Previous experience of the above matters;
Proven ability to take on responsibility and manage files;
Qualified solicitor (or equivalent) with at least 6 years PQE in private client work;
STEP member or working towards a STEP qualification is strongly desired;
Excellent technical skills and innovative approach to their application;
Client management experience to include a good understanding of the financial disciplines required to be a successful fee earner;
Strong client focus and a commitment to service delivery;
Drive and enthusiasm;
An interest in marketing;
Ability to prioritise work effectively and meet deadlines;
Good communication skills both oral and written;
Commercial awareness and excellent financial management;
Flexibility and commitment;
A strong team player with an ability to work collaboratively with colleagues at all levels;
Credibility;
A positive and proactive attitude;
Solid academic record.

Benefits

Our benefits include, an annual bonus scheme, GPP Pension Scheme with Aviva. We also offer Private Medical Insurance, (currently with Vitality Health) upon joining the firm, which include discounted gym memberships, free cinema tickets, health assessments and much more.

Trowers & Hamlins is an equal opportunities employer and values equity, diversity and inclusion. All applications will be considered on merit and the applicant's suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.

If you require any further information on any of our vacancies or would like to discuss any adjustments or additional support that you might need either during the recruitment process or after the offer stage, please feel free to contact our recruitment team on [email protected]

As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.

About 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 works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth.

We've always been proud of our commitment to equity, diversity and inclusion and value the variety of our partnership. We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. Our strategic direction is shaped by a desire to grow our business in a way that is responsible and sustainable and has the principles of ESG at its core, guiding the way we operate firmwide.

Quick apply

Refine Your Search

wealth management jobs in exeter, eng

Associate/Senior Associate - Private Wealth

Service Request Coordinator

Account Manager

Paralegal - Insurance Disputes

Assistant Manager

Paraplanner

Group Administrator (2 Roles Available)

Financial Planning Administrator

Tax Manager

Financial Planner

Compliance Control Testing Officer - Exeter Hybrid

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)

Associate - Insurance Disputes

Gas Assessor

Senior Associate - Construction Disputes

Project Manager

Knowledge Lawyer

Legal Support Assistant - Residential Property

Statutory Agreements (Planning & Environmental) Manager

Trainer Facilitator - Automotive

I want to receive the latest job alerts for wealth management in exeter, eng

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