Wealth manager Work, Jobs in Sway, Ham (with Salaries)

Solicitor – Private Wealth
moorebarlow —Lymington
- Annual leave
Associate Client Manager (Trainee Adviser Pathway)
Keyplan Wealth —Brockenhurst
- £24,420 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
Quick apply
1d
Financial Crime Data Analyst
Quilter —Southampton
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
1d
Audit Assistant Manager
BDO —Southampton
- Full-time
- Supervising experience
Finance Operation Analyst
Quilter —Southampton
- Full-time
- Communication skills
5d
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Salisbury
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Succession Planning Process Manager
Quilter —Southampton
- Full-time
- Hybrid work
- Presentation skills
- Contracts
2d
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Wealth Planner
Barclays —Bournemouth
- CRM software
- Financial services
- Communication skills
3d
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
5d
Events Lead
Eight Financial Advice —Totton
- £30,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
Quick apply
1d
HR Manager
Lane Clark & Peacock —Winchester
- Microsoft Office
- Human resources
- Mentoring
- Annual leave
- Employee discount
Distribution Support Team Manager
Quilter —Southampton
- Full-time
- Microsoft Excel
- Management
- Microsoft Office
2d
Technology Project Manager
Quilter —Southampton
- Full-time
- Analysis skills
- Project management
- Software development
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Employee assistance programme
- Employee discount
Tax Senior Manager/ Tax Manager / Tax Assistant Manager
BDO —Southampton
- Full-time
- Leadership
- Tax experience
Key Account Director
Brunswick Corporation —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Accounts Manager
Woodmace Concrete Structures Limited —Poole
- £40,000 a year
- Full-time
- Hybrid work
- Accounting
- In-person
- Communication skills
- Free parking
Quick apply
R&D Assistant Manager
BDO —Southampton
- Full-time
- Tax experience
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills

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Solicitor – Private Wealth

moorebarlow -
Lymington

Apply Now

Job details

Permanent

Benefits

Annual leave
Company pension
Private medical insurance

Full job description

Salary

£Competitive

Location

Lymington

This is a permanent, full time vacancy that will close in 11 days at 23:59 BST.

The vacancy

Moore Barlow is currently seeking a Solicitor or Legal Executive to join our specialist Private Wealth Team based in Lymington.

More about us:

Formed via a merger in 2020, Moore Barlow is a leading law firm aiming to be the best law firm to work for regionally. We are a career firm, providing access to high-quality work, long-term career opportunities and an environment built on the premise of being “human first” in everything we do. Put simply, we care as much about your career as you do.

We are featured in The Times’ Best Law Firms 2024 list, and consistently achieve recognition for the quality of our services in the Legal 500 and Chambers & Partners, including specific recognition for our work in Private Wealth.

We are now 450 people, including 280 lawyers and 58 Partners, with offices across the South-East and London.

More about our Private Wealth Team:

Led by Naomi Wilkes (Partner), our Private Wealth Team in Lymington has received recognition in both the Legal 500 and Chambers & Partners for the quality of the service they provide their clients.

Our team works predominantly with individuals falling into the “high-net-worth” category (which typically refers to those with personal assets totalling £2m-£20m) across the full spectrum of private client matters. This will include taking instructions on the preparation of Wills, Lasting Powers of Attorney, lifetime and succession planning, IHT and CGT planning, estate administration, as well as the creation, administration, and winding up of trusts.

Day to Day:

In this role you will manage your own caseload of mixed Private Wealth matters, establishing yourself as a trusted and reliable expert as you develop strong and long-lasting relationships with your clients. We believe in shared success and, as such, you can expect mentorship and guidance from the seniors within the team, as well as day-to-day support from our excellent paralegals and other legal support colleagues.

Additionally, you will play a vital role in the support and development of the less-experienced members of the department, including Trainees and Paralegals.

Given the breadth of our expertise in this area of law, this position will provide you with an excellent opportunity for further professional development and growth. You will also be encouraged to play an active role in the marketing and business development activities of the team.

What we look for:

A qualified Solicitor or Legal Executive with prior experience in the area of Private Wealth (aka Private Client).
We do not tend to use PQE as the sole measure of experience, but we are ideally seeking somebody with between 1-4 years’ worth of experience of managing their own caseload of private client matters. Ultimately, we are keen to hear from individuals who are currently in or feel ready to step into a role at this level, and who are keen to develop further as part of our specialist team.

You will have experience in, or a keen interest to be involved in, marketing and business development activities.
An ability to communicate confidently and clearly with a wide variety of clients, many of which are going through a difficult period following the death of a loved one.
We are human-first in everything we do and seek people who share this trait. You will therefore have, a passion for helping clients achieve their goals and the ability to think creatively.
Whilst this position is offered full-time, we offer a split of working from home and in the office, we are a flexible team and are open to considering part-time working patterns.

Above all, ours is a friendly, empathetic and expert team and as such, we are seeking an individual who is able to demonstrate a team-focused mindset, and a passion for achieving the right outcome for the clients we serve, and the Firm.

If you have the required skills and experience and are keen to advance your career as part of our specialist Private Wealth Team, then we strongly encourage you to apply.

If you would like to learn more about this opportunity before applying, please contact Brandon Duchesne, Talent Acquisition Manager.

Who we are

We are Moore Barlow, a top regional career law firm with a simple mission – to make a difference.

We support our clients and the communities we help through providing outstanding legal services with empathy and expertise. A full service law firm, we support these core client groups: Individuals & Families, Entrepreneurial Businesses & Organisations and Personal/Catastrophic Injury & Medical Negligence.

We are passionate about making a difference to our people, their careers and care deeply about their experience at work. Moore Barlow aims to be recognised as the best career law firm to work for. This means that we care as much about your career as you do. So whether you join us early in your career, in one of our outstanding business support functions or are continuing an already rich career in law, you’ll find Moore Barlow a great place to further build your experience.

With numerous top-tier rankings in law, exceptional quality of work and named a Times Top 100 best law firm to work for, we have big plans. We are seeking passionate, human-focused individuals like you as we continue to grow. With over 450 dedicated professionals including 70 Partners and 272 Lawyers, Moore Barlow offers substantial opportunity for further advancement and personal development.

What we can offer

Our culture is open, diverse and inclusive and we look for likeminded individuals who recognise that it’s this individuality that allows us to be truly different to other firms. Everything we do is underpinned by the Moore Barlow Way, which is a set of values and principles to ensure consistency of experience no matter which team you work within.

As a true career firm, we seek to reward the great work our people undertake with continued personal development opportunities. We have big plans for growth, and we see that this creates extensive opportunity for our people as we move towards our long-term ambitions.

In most of our roles, we are also open to supporting hybrid, flexible working and different work patterns. What you do outside of work is as important as your time inside of work – and we want to strike the right balance for both the individual and the firm.

We also offer great benefits including 28 days’ annual leave, private medical insurance, income protection, life assurance, firmwide bonus scheme and a generous pension scheme.

If you’re seeking to join a firm that seeks to provide a personal and highly engaging place to work – we are confident that you’ll find this at Moore Barlow.

Our values

Human
first

Stronger
together

Lead the
way

Make it
happen

Apply Now

Refine Your Search

wealth manager jobs in sway, ham

Solicitor – Private Wealth

Associate Client Manager (Trainee Adviser Pathway)

Financial Crime Data Analyst

Audit Assistant Manager

Finance Operation Analyst

Administration Assistant - Investment Team - Hybrid

Succession Planning Process Manager

Transaction Services Manager/Senior Manager

Wealth Planner

Wealth Planning Team Leader - Wealth Management

Events Lead

HR Manager

Distribution Support Team Manager

Technology Project Manager

Business Development Manager (Advised Platform)

Tax Senior Manager/ Tax Manager / Tax Assistant Manager

Key Account Director

Accounts Manager

R&D Assistant Manager

Paraplanner

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