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Private Client Associate/Senior Solicitor Role Title: Associate to Senior Associate Solicitor - Private Client Location: Oxford Salary: £58,000 - £70,000 pa Depending on experience Benefits: Competitive Package, Discretionary Bonus, Hybrid Working (2-3 days remote) About the Company: A highly successful and growing national law firm with a strong presence in the Thames Valley and a Legal 500/Chambers ranked Private Client team. The firm champions professional development and offers a supportive, modern, and inclusive culture with a clear track record of internal progression. Role Summary: An exceptional opportunity for a Private Client Solicitor (3+ PQE) to join a high-performing team. This role offers excellent quality work, dealing with HNW and complex matters, and provides a clear pathway to Senior Associate/Legal Director level. Key Responsibilities: • Manage a diverse caseload of Wills, Trusts, Probate, Estate Administration, and Inheritance Tax (IHT) planning., • Advise HNW individuals, business owners, and trustees on complex wealth management and succession issues., • Draft intricate Wills and Trust documents, ensuring compliance with evolving tax and regulatory requirements., • Manage all aspects of contentious and non-contentious probate files., • Actively engage in business development and networking activities within the Oxford and Thames Valley region. Requirements: • Qualified Solicitor (3+ years PQE) or Chartered Legal Executive., • Demonstrable expertise in managing complex Private Client matters and advising on IHT., • Strong commercial awareness and excellent technical drafting skills., • Ability to work autonomously and mentor junior staff is desirable., • Commitment to building a long-term career within the Private Client sector.

We are working in exclusive partnership with a respected, independent Financial Planning firm in Oxford to identify an experienced IFA Administrator. This role is ideally suited to a high-performing Administrator from an IFA or Wealth Management background who is looking for stability, development,

Excellent growth opportunities: As part of our team, you will have access to a wealth of career advancement opportunities within both the IT service desk team and the broader company. Assist users with account management, password resets, and access permissions within the Microsoft 365 environment.

This role is based permanently outside the UK and commences in January with 2-months training either in Malta or Mauritius, within our fully funded trainee academy, before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advi

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Malta &

Chattertons Solicitors & Wealth Management is a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Chattertons Solicitors & Wealth Management is seeking a Personal and Business Dispute Resolution Solicitor/Chartered Legal Execut

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Malta &

Define the future-state technology strategy for asset and wealth management clients, aligned to business goals such as operational efficiency, regulatory compliance, client experience, and front-to-back integration. Technology Lead (Principal Enterprise Architect) for Asset & Wealth Management. This

This role is based permanently outside the UK and commences in January with 2-months training either in Malta or Mauritius, within our fully funded trainee academy, before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advi

A large Wealth & Asset Management business is looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Strong knowledge of FCA Suitability requirements within a wealth management business. Good monitoring & assurance skills in compliance or risk management.

An understanding of market trends, drivers and outlook of the Asset and Wealth Management market. Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top a

MMG is a well-established, family-run.Northamptonshire and beyond for over.At MMG, our Paraplanners play a vital role in supporting our Financial Advisers to deliver a professional, compliant, and seamless financial planning experience for our clients.You’ll be responsible for preparing technical

Wealth Management Trainee Opportunity - EU Based.

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more in

Strengthen security & resiliency: implement secrets management, network segmentation and firewall policies, and partner with Tech Risk on standards and control evidence. Founded in 1869, we are a leading global investment banking, securities and investment management firm.

Create realistic situations involving investment planning, retirement strategies, tax planning, and wealth management. Demonstrated professional recognition and management responsibilities.

Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group

Chattertons Solicitors & Wealth Management. Chattertons Solicitors & Wealth Management. We are a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands.

Basic knowledge of financial services industry, wealth management or similar. P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR OLNEY 30-35K pro-rota.

You’ll have a proven track record of senior stakeholder engagement and management and possess excellent communication, negotiating and influencing skills.

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Direct message the job poster from deVere Group.Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking companies in M

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. At least 5 years’ experience in a Marketing or Communications role in an Asset Management and/or Wealth Man

Sign in to set job alerts for “Wealth Management Associate” roles. Trainee Wealth Management Opportunity - Mauritius. Trainee Wealth Associate - Portugal Based.

We’re on the search for a high performing, ambitious Client Management professional to join a market leader with an expanding presence in Nottingham.

Solid understanding of Wealth Management services and the industry as a whole gained through 3+ years experience. The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/

Support and work alongside the Regulatory Reporting Managers to manage the control framework for key reporting control functions such as liquidity management, control oversight and key reconciliations.

Trainee Wealth Management Opportunity – EU Based. Investment Management, Investment Advice, and Investment Banking.

ServiceNow is seeking an Advisory Presales Solution Consultant to provide technical sales partnership and guidance to customers in the Wealth & Asset Management sector. Experience in Wealth & Asset Management, Banking, or Financial Services is a plus. Territory management skills, including pipeline

Their Wealth & Asset Management practice is accelerating, with technology-driven transformation at the heart of their strategy. Wealth & Asset Management - Senior Manager.

Take the First Step Towards an International Career.Begin your journey in financial advisory with a two-month intensive training programme at our.International Training Academy in Mauritius.This is followed by a permanent placement in one of our global offices.Please note the training is not UK base

This role is within the Wealth Management – CIO Equities team, part of the Asset & Wealth Management business. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset & Wealth Management - Equities Quantitative Investment Analyst - As

Wealth Advisory: identify wealth and tax planning needs and refer clients to Zenith’s preferred partners for fiduciary solutions, wealth planning and structuring services, plus trusts and estate planning. Senior Relationship Manager – Wealth Management. Contribute to creating an understanding an

At least 5 years of proven consulting experience at a recognized consulting firm and/or through an ‘in‑house’ consulting / project management role at an asset or wealth management organization. Maintaining a broad understanding of the challenges facing the Asset & Wealth Management Industry an

Asset & Wealth Management - Software Engineer - Associate - Birmingham. Goldman Sachs is seeking an Associate-level Software Engineer to join the Asset & Wealth Management division in Birmingham. Founded in 1869, we are a leading global investment banking, securities and investment management firm.

We are an established and widely known Wealth Management firm servicing Investment Management and High‑Net‑Worth Clients. Client File Review / Client Due Diligence role within a Wealth Management or Investment Management company. Client File Reviewer, CDD Analyst, AML, Wealth Management, 12M FTC

Pinnacle Wealth Management LLP, established in 2013, helps individuals and businesses achieve their lifelong ambitions, while also supporting talented professionals to thrive in the wealth management sector. Business Acquisition Consultant at St James's Place Wealth Management. How Pinnacle Wealth M

Associate Partner – Wealth Management & Private Banking. Wealth Management and Private Banking sectors. Define and execute the Wealth Management/Private Banking strategy and service offerings.

A large Wealth & Asset Management business is looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Strong knowledge of FCA Suitability requirements within a wealth management business. Good monitoring & assurance skills, compliance or risk management.

Client Due Diligence Management / Client Onboarding Management experience within a Financial Services setting, ideally Investment Management but Banking also considered. An established and widely known Wealth Management firm. The Client Due Diligence Manager will lead the team to provide and deliver

Assistant Compliance Officer role within a Wealth Management business, London. Strong Financial Crime compliance background within Wealth Management, Private Banking or Financial Services. Cover a variety of Financial Crime work within a Wealth/Private Banking or Financial Services environment.

Trainee Wealth Management Opportunity - Mauritius. Investment Management, Investment Advice, and Investment Banking.

Mark Dean Wealth Management is an equal opportunities employer and welcomes applications from all qualified candidates. Mark Dean Wealth Management is an independent financial advice firm, directly authorised by the FCA (FRN 629592) and offer a comprehensive range of financial products and services,

Recruitment Consultant at deVere Group for Europe, Africa & Latin America.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small gro

Are you looking for a hands-on role in a fast-paced food manufacturing environment? We have an exciting opportunity for.Competitive pay starting at £11.Overtime available at time and a half.Various shifts available to suit your schedule.A seasonal role with potential for temp-to-perm progression.Tr

Trainee Wealth Management Opportunity - Malta. Industries: Investment Management, Investment Advice, and Investment Banking.

A leading UK wealth management and IFA business is executing a transformation of its retail wealth and advice division. Interim Chief Commercial Officer - Advice - UK Wealth Management / IFA. Strong track record of leading advice transformation within UK wealth managers or IFA networks.

We have an exciting opportunity to join our team in Jersey on a 12-month fixed term Secondment or Contract as a Treasury Control Senior Administrator/Senior Analyst.This role will support the Dealing Room by providing Cash and FX Positions, managing the banks cash balances across all our Agents and