![Avocet Legal](https://media.trabajo.org/img/noimg.jpg)
Wealth Management Assistant
1 week ago
Avocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant.
This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.
Wealth Management Assistant Responsibilities:
- Provide professional and proactive support to the Wealth Management Team
- Enable the team to remain organised and work efficiently and effectively
- Offer legal support to fee earners through administrative tasks and simple tasks on ongoing matters
- Responsibilities include opening, closing, and archiving client files, audio and copy typing, proofreading, updating dictated work, handling client inquiries, processing payments, and document production (including assistance with Wills and Lasting Powers of Attorney)
- Assist with retrieving or storing documents, diary management, and general administrative responsibilities
Wealth Management Assistant Requirements:
- Commitment to delivering exceptional client care
- Confidence in communicating with clients and providing necessary information
- Organised and adaptable approach to work
- Ability to take a calm and sympathetic approach when interacting with clients and their families
- Demonstration of initiative and problem-solving skills
- Attention to detail in all aspects of work
- Ability to work closely within a team and contribute to achieving common goals
- Time management and workload prioritization skills
- Aptitude for maintaining a calm approach in a busy working environment
- Effective communication with colleagues and clients
Benefits
- Competitive salary and comprehensive benefits package
- Flexible and hybrid working options (role-dependent)
- Paid volunteering leave
- Reduced costs for legal services
- Enhanced maternity and paternity leave
- Pension and medical care plans, including eyecare vouchers
- Regular social events
- Season ticket loan scheme
- Cycle to work scheme and travel loans
If you are a motivated and client-focused individual seeking an opportunity to contribute to the success of a dynamic Wealth Management Team, we encourage you to apply for this Wealth Management Assistant role with Dani at Avocet Commercial Careers.
#J-18808-Ljbffr-
Wealth Management Assistant
1 week ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management AssistantExeter, DevonAbout UsWith offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis.With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses and...
-
Wealth Management Assistant
1 week ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Exeter, Devon About Us With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their...
-
Wealth Management Assistant
7 days ago
Exeter, Devon, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant.This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Wealth Management Assistant
4 weeks ago
Exeter, UK, Devon, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careers is delighted to present an exciting opportunity for an ambitious individual to join a reputable law firm as a Wealth Management Assistant. This full-time, permanent role offers the chance to contribute to the success of a dynamic team, supporting their efforts in delivering exceptional service to clients in Exeter.Wealth Management...
-
Independent Financial Adviser Exeter
3 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial...
-
Data Management Assistant
7 days ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses and individuals, both...
-
Associate - Private Wealth
7 days ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate,...
-
Associate - Private Wealth
1 month ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate,...
-
Associate - Private Wealth
3 weeks ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate,...
-
Investment Manager
7 days ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeCompetitive Salary | Excellent Benefits PackageOur client an award-winning Finance and Wealth Management company is seeking an Investment Manager to join their experienced and friendly Investment Services department based in Exeter.What will you be doing? Carrying out general duties with regard to the Investment Department To carry out investment...
-
Banking Operations Client Support Assistant
7 days ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeBanking Operations Client Support Assistant(2604) Competitive Salary | Excellent Benefits Package | Exeter Our client, an experienced and well-established private and commercial banking and wealth planning are seeking twoBanking Client Support Assistantsto join their team based in Exeter. What you will be doing? Acting as the first point of contact for...
-
Legal Assistant
7 days ago
Exeter, Devon, United Kingdom Trowers & Hamlins LLP Full timeLocation/sExeterTermPermanentWorking HoursFull TimePractice Area / DepartmentTax and Private WealthTrowers & Hamlins is a City-led, international and national law firm with over 160 partners and 950 staff. With offices across the UK, Middle East and Asia, we provide a full-service integrated offering.Our clients operate in diverse industry sectors such as...
-
Assistant Administrator
7 days ago
Exeter, Devon, United Kingdom Cathedral Appointments Full timeUp to £27k DOE | Exeter | Excellent BenefitsOur client, one of the UK's leading independent providers of wealth management has an exciting opportunity for an Assistant Administrator to join their growing team.As the Assistant Administrator will be the key person responsible for the front of house for the Exeter office. You will ensure the communal spaces...
-
Apprenticeship Administration Assistant
7 days ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. We have leading practices in Corporate, Litigation, Tax, Banking and Finance, Real Estate and Private Wealth. We've always been proud of our natural commitment to equity, diversity and inclusion and value the varietyof our partnership. Working in the...
-
Healthcare Assistant
7 days ago
Exeter, Devon, United Kingdom Newcross Healthcare Solutions Full timeJoin our Team as a hospital Healthcare Assistant in ExeterAre you an experienced Healthcare Assistant looking for new opportunities? Look no further Newcross Healthcare is seeking Band 2 HCAs to join our team in the Exeter area. With a vast network of active clients, we have a wealth of flexible care work available, whether you prefer ad-hoc shifts or...
-
Deputy Manager and Nacwo
7 days ago
Exeter, Devon, United Kingdom Agenda Resource Management Full timeOn behalf of our client, we are looking to recruit a Deputy Manager and NACWO to provide support for the day-to-day management of a biomedical services unit. You will be maintaining animal husbandry and supporting the operational needs of a multitude ofresearch projects. In your role you will assist in ensuring that the requirements of the Animals...
-
Office Assistant
7 days ago
Exeter, Devon, United Kingdom Richter Full timeAbout The Role:We are looking for a friendly and professional Office Assistant to join our Exeter office.The Office Assistant shall be responsible to the Office Manager. The Office Assistant shall work with and provide services to the Exeter office.ResponsibilitiesTo carry out this role successfully, you will be responsible for, but not limited to, the...
-
Team Assistant
1 week ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate,...
-
Team Assistant
1 month ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate,...
-
Team Assistant
3 weeks ago
Exeter, Devon, United Kingdom Trowers & Hamlins Full timeTrowers & Hamlins is a City-led, international and national law firm with over 170 partners and 1000 staff. With offices across the UK, Middle East and Far East. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional matters. We have leading practices in Corporate,...