Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team!
BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.
Are you a customer-focused individual with a passion for providing exceptional service?
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Taylor Rose Recruitment Ltd • £50K/yr to £65K/yr
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly reputable firm in Exeter.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, lots of flexibility, and an excellent work/ life balance.
You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
An exciting opportunity has arisen for a Private Client Lawyer, with a Legal 500 law firm, which has a presence in the Tiverton area.
This is a great opportunity to join at an exciting time, as the firm looks to grow their regional presence.
About to move into new offices in a central Tiverton location, this will elevate the firm's holding in the town, while being positioned in a prime location for local client meetings and visits.
Posted by Additional Resources Ltd • £35K/yr to £50K/yr
An exciting opportunity has arisen for Private Client Solicitor / Legal Executive to join a well-established law firm.
As a Private Client Solicitor / Legal Executive, you will be handling diverse private client matters, from drafting Wills, managing estate administration to overseeing Trusts, and handling Powers of Attorney.
This full-time role offers excellent benefits and a competitive salary.
My client is a long-established and highly respected firm in Devon, with roots tracing back to the 1800s.
Their reputation for local expertise and personalised client care has secured a strong client base in Tavistock and across West Devon and Southeast Cornwall.