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
Construction Industry Placement Coordinator
South Devon College —Paignton
- £26,045 - £28,845 a year
- Full-time
- IT
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Associate - Insurance Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
Quick apply
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
Estate Administration Solicitor or Chartered Legal Executive
Tozers —Teignmouth
- Full-time
- Organisational skills
- Communication skills
12d
Tax Manager
The Progeny Group Limited —Exeter
- Full-time
- Hybrid work
- Microsoft Office
- AI
- Communication skills
Quick apply
Caretaker - Fleet and Driver Compliance
South Devon College —Paignton
- £25,769 - £27,087 a year
- Full-time
- Maintenance
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
2d
Inter Dealer Broker Relationship Manager
London Stock Exchange Group —Exeter
- Full-time
- English
- Microsoft Office
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner)
Royal Bank of Canada —Exeter
- Full-time
- Customer service
- Communication skills
- Banking
Client Administrator
Evelyn Partners —Exeter
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
11d
Adviser Support
Prydis —Exeter
- £27,000 - £31,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- Organisational skills
- Free parking
- Sick pay
Quick apply
10d
Assistant Manager
Samuel Jones, Exeter —Exeter
- £34,800 - £38,000 a year
- Full-time
- Employee discount
Quick apply
10d
Senior Associate - Construction Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Supervising experience
- Travel
- Contracts
Quick apply
Assistant Store Manager
Tapi —Torquay
- Full-time
- Employee assistance programme
- Employee discount
3d
Care Assistant
McCarthy & Stone —Exmouth
- £13.70 an hour
- Part-time
- Employee assistance programme
- Employee discount
Quick apply

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Construction Industry Placement Coordinator
South Devon College —Paignton
The successful candidate will hold a relevant Level 2 qualification (or above) and Level 2 English and Maths qualifications (GCSE grade C/4 or equivalent),…
£26,045 - £28,845 a year
Temporary Works Supervision Intern
Arabelle Solutions —Bridgwater
Assist the TWC in verifying that Temporary Works activities are conducted in accordance with approved design documentation and procedures.
Quick apply

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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

Construction Industry Placement Coordinator

Associate - Insurance Disputes

Statutory Agreements (Planning & Environmental) Manager

Trainer Facilitator - Automotive

Estate Administration Solicitor or Chartered Legal Executive

Tax Manager

Caretaker - Fleet and Driver Compliance

Inter Dealer Broker Relationship Manager

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

Client Administrator

Adviser Support

Assistant Manager

Senior Associate - Construction Disputes

Assistant Store Manager

Care Assistant

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