Private Wealth Administrator Job at 360 Resourcing Solutions (Bromsgrove)

Private Wealth Solicitor

My client is seeking a talented Private Wealth Solicitor with a minimum of 6 yea...

Location

United Kingdom , London

Salary:

60000.00 - 80000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Demonstrate strong technical expertise in private client work, including advising on wills, probate, estate administration, and trusts
Possess experience in deputyship and court of protection work, which would be advantageous but not essential
Showcase your ability to manage a diverse caseload and provide exceptional client care and communication
Demonstrate a proactive and commercially minded approach to your work
Bring your networking and business development skills to the table
A minimum of 6 years' post-qualified experience in private client law
STEP accreditation, which is highly desirable
A proven track record of developing strong client relationships and supporting business development initiatives

Job Responsibility

Become a trusted advisor to a diverse range of clients, including high-net-worth individuals and business owners
Contribute to the firm's growth through your exceptional client relationships and business development initiatives

What we offer

Enjoy a flexible and inclusive working culture that celebrates success and fosters a healthy work-life balance

Fulltime

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...

Location

United Kingdom , Manchester

Salary:

27000.00 - 42000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
Prior experience in a private client setting or exposure to trust/estate administration is desirable
Excellent attention to detail and ability to manage multiple tasks effectively
Strong communication, time management, and organisational skills
Proactive, self-motivated individual with the ability to take ownership of tasks
Familiarity with CCH or similar tax software is an advantage, though training will be provided

Job Responsibility

Liaising with clients, accountants, and investment managers to support trust and estate matters
Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
Handling payments and capital/income distributions
Preparing documentation for trustee meetings, including drafting meeting minutes
Supporting the management of case deadlines, billing, and client updates
Assisting in the drafting and review of investment policy statements
Maintaining professional standards in all client communications

What we offer

Clear progression pathways and ongoing training in trust and tax administration
Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
Supportive environment with long-term career potential in private wealth

Fulltime

Private Client Partner

A legal 500, award winning law firm is currently looking for a Private Client Pa...

Location

United Kingdom , London

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

An experienced Private Client lawyer with a strong reputation in the market
Proven track record of advising HNW and UHNW clients on complex private client matters
Experience in business development, leadership, and team management
Strong technical expertise in trusts, tax, estate planning, and cross-border private wealth matters
An existing client base or the ability to generate new business through strong networks and industry connections
Exceptional communication, strategic thinking, and client relationship skills

Job Responsibility

Lead and develop the firm’s Private Client practice, driving strategic growth and innovation
Advise HNW and UHNW clients on a broad range of private client matters, including wealth structuring, tax planning, trusts, succession planning, and estate administration
Build and maintain long-term client relationships, acting as a trusted advisor to individuals, families, business owners, and trustees
Manage and mentor a high-performing team, fostering a collaborative and client-focused culture
Drive business development and networking initiatives to enhance the firm's presence in the private wealth market

What we offer

Competitive remuneration package with a generous bonus structure
A collaborative, forward-thinking firm with a strong reputation in private client law
Autonomy and flexibility to develop and shape the practice
High-profile and complex work with HNW and UHNW clients

Fulltime

Senior Private Banker

The Senior Private Banker (China Team) at Citi is responsible for managing relat...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
extensive and proven experience in private banking having covered the UHNW market
extensive experience in working with and/or leading client teams and transactions
demonstrated track record in relationship selling
bachelor's/university degree, master's degree preferred

Job Responsibility

actively identify prospects and establish contact with them/convert prospects into clients
demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
anticipate events in a client’s life and business which have significant financial implications
serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
effectively manage client expectations regarding what can and cannot be executed on their behalf
maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
uncover needs that are not articulated or clearly expressed by the client
bring together the product experts to develop long-term solutions to strengthen relationships with the firm
help clients achieve broad financial/investment goals related to the creation and management of wealth

What we offer

equal opportunity employer
reasonable accommodations for persons with disabilities
global benefits designed to support well-being, growth, and work-life balance

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

Private Client Solicitor

An award-winning Legal 500 firm is seeking a Private Client Solicitor to join it...

Location

United Kingdom , Manchester

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

0-2 PQE Solicitor, with a completed seat in Private Client or a strong interest in this area of law
a strong academic background and commitment to developing a specialism in Wills, Probate, Tax Planning, and Trusts
excellent client-facing skills, with the ability to communicate complex information clearly and sensitively
a collaborative and proactive approach, with a desire to contribute to a close-knit team
attention to detail and good organisational skills, with the ability to manage your own workload
an eagerness to learn, develop and take advantage of career progression opportunities within a growing department

Job Responsibility

Drafting straightforward and complex Wills tailored to clients’ specific needs and circumstances
assisting in the administration of estates, including preparing probate applications, dealing with HMRC, and distributing assets
providing clients with advice on inheritance tax planning and wealth preservation strategies
helping to establish and manage trusts, ensuring legal and financial compliance
preparing Lasting Powers of Attorney and advising on their use and registration
supporting with Court of Protection matters, including deputyship applications
building and maintaining strong client relationships, offering empathetic and clear legal advice during often sensitive times
contributing to the overall efficiency and development of the department, taking part in team meetings and business development where appropriate

What we offer

Hybrid working
mentorship and career progression opportunities
varied and interesting caseload
supportive and forward-thinking environment

Fulltime

Tax & Trusts Manager

A leading law firm is seeking to appoint a Trust & Tax Manager to join its expan...

Location

United Kingdom , Manchester

Salary:

50000.00 - 85000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Proven experience in private client work, with a focus on trusts and estate administration
Confident managing client relationships and working within a team
Excellent attention to detail and sound judgment, with a calm, methodical approach
Strong organisational and time-management skills
Familiarity with tax software such as CCH is advantageous but not essential
STEP qualification or equivalent professional tax accreditation preferred
equivalent practical experience will also be highly valued

Job Responsibility

Manage a varied portfolio of trust and estate matters, including tax planning and compliance
Prepare trust accounts, tax returns, and inheritance tax forms, liaising with HMRC as required
Attend and minute trustee meetings, oversee trust distributions, and provide clear advice on trust deeds and investment policy statements
Maintain regular communication with clients and colleagues, contributing to billing and reporting
Mentor junior staff and share technical knowledge to support team growth

What we offer

25+ days’ holiday (rising with service) plus Christmas closure
hybrid working
pension scheme
private medical insurance
life and travel insurance
Clear promotion and progression pathways with a strong focus on professional development

Fulltime

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