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Job Introduction Employer: Davisons Law Location: Royal Leamington Spa. Salary: Competitive, dependent on experience Job Type: Full-time, Permanent, Office Based. About Davisons Law Davisons Law is a leading law firm with a strong presence in Private Client law. The firm is known for its client-focused approach, high-quality legal services, and investment in our Team’s personal and career development. This is an excellent opportunity for an ambitious Private Client Solicitor to join a supportive team and provide legal advice and assistance to Clients on matters related to wealth management and estate planning. What you’ll do When you join the team with Davisons Law as a Private Client Solicitor, you will manage your own case load with all aspects of wills and probate, trusts, lasting power of attorney and trusts ensuring transactions progress smoothly and efficiently. This role will require undertaking fee earning work, working both independently and as a member of the team, maintaining existing relations with Davisons Law Clients and to assist and help develop new relationships with new Clients. Key Responsibilities: • Support the development of the Davisons Law Private Client Department and the Company in growing its client base through delivery of an excellent service, your local connections and by supporting networking events., • Be passionate about developing and maintaining strong professional working relationships with clients, and referrers., • Have financial control of your own matters regarding cash flow through collection of monies on account and billing procedures., • Recognise fee-earning opportunities and develop as appropriate., • Manage own work allocation must have proven track record as a Private Client Solicitor, • Process cases on a timely and cost-effective basis., • Strong organisational skillset, IT literate and experience of using case management systems ensuring files are maintained and kept up to date., • Be commercially astute, understanding the importance of business targets and their impact to the practice, generating a fee income in line with agreed targets., • Supporting/development assistants and paralegals, • Experience of handling client enquiries both face to face, remotely and by telephone, • Have a firm and functional knowledge within Private Client law, continuously updating your legal knowledge and staying informed about relevant legal developments. What’s in it for you: Working with Davisons Law is more than just a job. We give all our employees the opportunity to develop and shape their futures with us. Employees at Davisons Law can take control of their own career by following our Leadership or Technical career path. We offer a competitive salary plus access to a range of excellent benefits, including: • Option to buy or sell 3 days of your annual leave., • Professional Subscriptions paid., • Additional holiday days during our Christmas shutdown so that you can enjoy time with your friends and family., • Incentives schemes and referral rewards, • Your birthday off in addition to your annual leave entitlement, • Birthday gift voucher, • Ability to access BUPA Health Insurance at discounted rates for yourself and your family., • Paycare Health Cash Scheme, • Discounted legal fees. You will also be able to join your colleagues if you wish, at Davisons Law social events. • Dress down & treat day on the last Friday of each month., • Annual Christmas company celebration, • Localised office events Equal opportunities Davisons Law is a committed equal opportunities employer. We seek to attract, develop and retain talented people from a diverse range of backgrounds and cultures. We value and respect individuality and encourage a culture within our business where people can be themselves and be valued for their strengths and experiences. Everyone who either applies to or works for the firm is treated equally, regardless of their gender, age, ethnic origin, nationality, marital status, sexual orientation or religious beliefs. Additional information: Please be aware, for some vacancies, where we receive high numbers of applications, we may need to bring the close date forward. Due to the nature of the work undertaken, confirmation of employment will be subject to a variety of checks which will be conducted once an offer of employment is accepted. Join Davisons Law and be part of a law firm that values you and provides opportunities to act with purpose and thrive.

Private Client Solicitor Location: Leamington Spa | Full-time | Office-based I am currently working with a well-established and highly regarded law firm with a strong presence in Private Client law, who are looking to appoint an ambitious Private Client Solicitor to join their growing team. This is an excellent opportunity to join a firm known for its client-focused approach, high-quality work, and genuine investment in the development and progression of its people. You will play a key role in advising clients on a range of private client matters, including wealth management and estate planning, while also contributing to the continued growth of the department. This role would particularly suit someone who was hoping to step up this year and take on more responsibility - perhaps you’ve just missed out on a promotion, or you’re ready to be given more autonomy and recognition for your work. There is real scope here to take ownership, build your profile, and play a visible role in the team’s success. The Role Manage your own caseload of private client matters in a timely and cost-effective manner while providing high-quality advice on wills, probate, estate planning and related matters. Build and maintain strong relationships with clients and referrers, and play a key role in business development — this includes networking, leveraging local connections, and actively contributing to the growth of the department. You will be encouraged to develop your own client base, take ownership of relationships, and be commercially involved in shaping the team’s success. You will also take financial responsibility for your matters, including billing and cash flow management, identify fee-earning opportunities, and support and mentor junior team members such as assistants and paralegals. Handle client enquiries across face-to-face, telephone and remote channels, ensure files are maintained accurately using case management systems, and stay up to date with legal developments within private client law. About You Qualified Solicitor with proven experience in Private Client law and strong technical knowledge across wills, probate and estate planning. Commercially aware with a genuine interest in business development and building client relationships, with the confidence to get involved in networking and growing a client base. Highly organised with strong attention to detail, confident working independently and as part of a team, and ideally with experience supporting or mentoring junior staff. What’s on Offer Competitive salary and benefits package, option to buy or sell up to 3 days’ annual leave, additional leave over the Christmas period, your birthday off plus a birthday gift voucher, professional subscriptions paid, health cash plan, incentive schemes and referral bonuses, discounted legal fees, and regular team and office events. If you’re a Private Client Solicitor looking for a step up in responsibility and the opportunity to play a more visible, commercially involved role within a supportive and growing team, I’d be happy to share further details

Recruit Wealth are delighted to be representing one of the UK’s most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. THE ROLE: Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries WHAT WE'RE LOOKING FOR: Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach WHAT'S ON OFFER: Competitive salary Hybrid working – 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you’re an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we’d love to hear from you. Please apply to us here at Recruit Wealth for an immediate response

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

An established industry player in wealth management is seeking a Paraplanner to join their dynamic team in London.

The role requires proven experience in operational risk, strong communication skills, and an understanding of the Wealth Management sector. You will ensure the effective operation of the Risk Management Framework, with responsibilities ranging from risk identification to maintaining risk policies.

The ideal candidate will have experience in boutique investment management, line management, and a strong focus on client service. A prestigious investment management firm in Mayfair is seeking a Team Lead for Finance Operations to manage a small support team and assist investment managers with ultr

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking and Capital Market and Insurance sectors. Our Wealth and Asset Management team is one of the fastest grow

About Asset & Wealth Management. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more t

A leading recruitment consultancy is seeking a highly experienced Paraplanner within a Wealth Management Practice.

The IA Asset and Wealth Management team in London is responsible for auditing the Asset Management, Private Wealth Management and Marcus business areas, its products, and supporting functions within the UK. IA comprises of global functional audit teams covering the various business areas of the firm

Asset & Wealth Management Public - London - Vice President - Public Investing Product Management. The Asset & Wealth Management Strategic Transformation Office is the entity tasked with overseeing comprehensive large‑scale transformations. The ideal candidate will possess a deep understanding of a

Business Analyst - Wealth & Asset Management (London). Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent. Please only apply if you have Wealth & Asset management experience as a Business Analyst**.

A financial services firm in Greater London is seeking a motivated Graduate Wealth Management Trainee. This entry-level position is ideal for recent graduates or career changers eager to develop in wealth management.

Candidates should possess deep knowledge of asset management, a track record in driving technological changes, and excellent communication skills. A leading AI consultancy in Greater London seeks a visionary Head of Asset Management to enhance relationships with top financial institutions like UBS.

Collaborate with product specialists on a wide range of Goldman Sachs Asset Management products, ranging from traditional Public Markets to Private Assets, and with support functions (Marketing, Compliance, Operations, etc. Goldman Sachs is a leading global investment banking, securities and investm

PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. Wealth Management Professional. Private Wealth Management (PWM)secures, develops and manages relationships with high net

A recognise leader in Risk and Compliance topics for the Asset and Wealth Management sector. Undertaking effective account management including financial management. Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry.

Experience providing tax advice within the Wealth and Asset Management sector. Wealth and Asset Management sector. Advise clients on a wide range of tax matters, including fund tax, international tax, UK corporation tax, income tax, capital gains tax, and other issues relevant to the Wealth and Asse

This role involves driving strategic meetings, developing investment messaging for Wealth Management clients, and enhancing content distribution channels. The ideal candidate has a broad understanding of Wealth Management, strong proficiency in Excel and PowerPoint, and exceptional organizational sk

Simmons Adaptive are keen to hear from wealth management lawyers who are interested in supporting one of our asset/wealth management clients. You have experience working in a financial services or wealth management environment.

Founded in 2013, Vinco Wealth Management Ltd is a London based, FCA regulated advisory firm, providing tailored investment solutions to affluent and high net worth individuals. At Vinco Wealth Management, we support advisers in running their own client books within established governance and complia

A notable recruitment agency is seeking a Wealth Management Administrator to support a financial practice in Hertfordshire.

Manage the successful delivery of technically complex and demanding tax advisory projects across a range of matters including fund tax, international tax, UK corporation tax, UK income tax, capital gains tax, and other tax matters relevant to the Wealth and Asset Management sector. Asset Management

The role will require the candidate to have at least 3 years' experience in a wealth management firm, preferably as a private client administrator, wealth manager assistant or junior paraplanner, to support the private client team in the London office. At least 3 years' experience in administrative

Deadline-driven and results-oriented, strong project management knowledge and time management capabilities. Develop and implement a digital communications strategy for RBC Wealth Management Europe (WME) and RBC Europe that aligns with business priorities and enhances the user experience. Demonstrate

An established industry player is seeking a motivated Paraplanner to join their dedicated team in a hybrid role.This opportunity is perfect for those looking to advance their careers in a supportive environment focused on professional development.You will play a crucial role in assisting the Princip

Goldman Sachs Asset & Wealth Management - Global Consultant Relations - Vice President - London location_on London, Greater London, England, United Kingdom. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you dis

A leading international management consultancy is seeking an Associate Partner to spearhead the growth of its Wealth and Asset Management practice in London. You must demonstrate deep domain expertise in wealth and asset management alongside a consistent history of generating revenue and leading com

Proven experience in a compliance role within a UK wealth management, private client, or asset management firm. Our client is a London-based wealth management firm. Compliance Manager - Wealth Management - London.

A financial advisory firm seeks a Paraplanner to provide technical research and report writing support to financial advisers.The role involves preparing suitability reports, conducting financial modelling, and ensuring compliance with regulations.Candidates should have a diploma-level financial plan

A leading tax advisory firm in the United Kingdom is seeking a Senior Manager in Wealth & Asset Management Tax. The role requires proven experience in tax advisory for asset management clients, focusing on both UK and international matters.

Team PA, Wealth Management – City (4 days in) - 22713.

A leading financial services company is seeking a Quantitative Engineer to design and implement quantitative models and algorithms in London.This role involves collaboration with traders and portfolio managers to streamline reporting and enhance decision-making.Candidates should possess an advanced

A prestigious investment management firm in Mayfair seeks a Team Lead for Wealth Management. Candidates should have a background in boutique investment management or private banking and experience in client service.

A financial services firm based in Central London is seeking a Technical Training Manager to lead the development of training frameworks within wealth management.

As a Private Bank Legal Group – Wealth Management Product Lawyer - Vice President in Legal department you will have an exciting and varied opportunity to provide specialist derivatives, structured products and cash trading coverage to the J. Work closely with colleagues in different locations in E

Capco is seeking a Senior Data Architect to lead and deliver complex data architecture initiatives across our Wealth & Asset Management clients. Lead agile consulting engagements delivering modern data architecture and cloud transformation across Wealth & Asset Management. Proven experience deliveri

Wealth Management, Lending Product Owner. As a Lending Product Owner in Wealth Management, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. Leads the Product Testing & Release management strategy.

Candidates should have 2-3 years of relevant experience, strong data management skills, and a keen attention to detail.

Our Wealth and Asset Management team is one of the fastest growing areas of Grant Thornton’s Financial Services Tax practice. Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Ass

Ideal candidates will have previous experience in a Front Office environment within Wealth Management and the skills to oversee and train staff effectively, ensuring seamless client interactions and compliance with operational standards. A financial services firm in London is seeking a Team Support

Strong experience in wealth management and client relationship management is essential. A leading financial service provider based in London is seeking a highly organized Client Services / Wealth Management Administrator.

A financial services company in the East Midlands is looking for a Financial Planner to grow their presence and assist existing clients.Responsibilities include meeting clients, understanding their investment needs, and providing compliant financial advice.Ideal candidates will possess strong interp

This role emphasizes relationship management and strategic planning to meet sales quotas, contributing significantly to the growth of the company within a fast-paced environment.

A wealth management firm is seeking an Account Manager to support Wealth Managers in providing exceptional client service.

Client Executive Team Lead - Wealth Management. Team Lead - Finance Operations – Wealth Management in Mayfair: £50 – 60,000. A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team – to incl

As a Recruiter forAsset & Wealth Management (AWM) you are responsible for the end to end recruitment efforts across our Europe, the Middle East, and Africa (EMEA) AWM business. In this role you will focus on supporting all aspects of Talent Acquisition and Talent Management for EMEA AWM, including c