Private Wealth Paralegal

1 month ago

London, Greater London, United Kingdom JMC Legal Recruitment Full time

This Legal 500 Law Firm boasts a rich heritage in the London legal market; however, they are modern, innovative and forward thinking in their approach to the high-quality work they deal with. They are highly regarded in working with leading public and private companies, financial institutions and wealthy induvial across industries and sectors.

They are looking for an experienced Private Wealth Paralegal with 3+ years to join their successful City based team.

The Firm

This firm are a well-known, prestigious name within the London Legal market with over 250 years of experience. Many lawyers are ranked as leaders in their field. Based in the City they currently have a headcount of over 100 lawyers, a very impressive client base and are particularly well-known, representing an ever-increasing number of ultra HNW individuals, both nationally and internationally. They work with SMEs right up to well-known household brands.

Their established Private Wealth team advises UK and international high net worth and ultra-high net worth families with everything from tax, succession and estate planning, trust formation and administration, probate and estate administration to mental capacity challenges.

The Role

The firm are looking for an ambitious and dynamic Paralegal to join the team in the City of London.

Within this role you will be;

Working with our Private Wealth team to assist with tasks such as trust accounts, estate accounts, charity accounts and rental accounts;To take a proactive approach in building professional relationships with clients, co-professionals and other contacts including HMRC;Supporting the Team Lead for Tax, Compliance and Disclosure with completing annual accounts, tax returns and providing beneficiaries and their accountants with necessary informationProviding other ad hoc and regular assistance with charity administration and tax disclosure work;Entering accounting information into spreadsheets, reconciling accounts, and keeping detailed records of transactions to a high standardRequirements:You will be a Private Wealth Paralegal with a minimum of 2 years experienceYou will be an ambitious, dynamic individual who is keen to learn and developA positive "can do" attitude is key to the roleSalary:Salary is competitive; they like to really reward their employeesThis is an excellent opportunity for a Private Wealth Paralegal to join this stand-out firm based in the City of London.

Apply now for immediate consideration or feel free to give me a call for a confidential conversation.

  • Private Wealth Paralegal

    1 month ago

    London, Greater London, United Kingdom Jameson Legal Full time

    A highly respected London law firm are looking for a highly experienced Private Wealth paralegal, with a particular focus on Tax issues. As such, our client is looking for someone who may have been a "tax and accounts assistant" or "Tax assistant" beforehand. Regardless of this, applicants must have tax and accountancy experience to some degree. The role...

  • Private Wealth Advisor

    1 day ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Associate. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.Key Responsibilities:Produce comprehensive, accurate, and...

  • Private Wealth

    1 month ago

    London, Greater London, United Kingdom Taylor Root Full time

    Private Wealth (Tax) Paralegal – City Law Firm – LondonTaylor Root have partnered with a leading city law firm who are looking to make a hire into their private wealth team, where the Paralegal will have a focus on tax services. This role will be permanent and based In firms London offices.The Firm Our client is a leading city law firm with over 200...

  • Wealth Management Advisor

    2 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Are you a Level 4 qualified professional looking to kickstart your career in Financial Planning? Do you want to work closely with experienced Advisers and learn on the job? We offer a comprehensive training and development program to help you build a successful career in Wealth Advice.You will have a strong motivation to develop your business, a natural...

  • Wealth Management Paralegal

    3 weeks ago

    London, Greater London, United Kingdom LR Legal Recruitment Full time

    Wealth Management Paralegal RoleAre you an experienced paralegal specializing in wealth management? Our client, a distinguished law firm with a rich history of over 250 years in providing legal counsel to affluent individuals, financial institutions, and corporations, is looking for a dedicated professional to join their esteemed Private Wealth division.This...

  • Experienced Wealth Management Advisor

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Outstanding Opportunity for Seasoned Financial ConsultantsAre you a seasoned Financial Consultant eager to expand your clientele?Do you have a knack for comprehensive financial strategies?We are a dynamic and expanding firm in search of skilled Financial Consultants to become part of our team. Our clientele anticipates exceptional service, and we offer...

  • Wealth Management Professional

    20 hours ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

  • Junior Wealth Management Consultant

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Join Our Team as a Junior Wealth Management ConsultantApollo Private Wealth is on the lookout for motivated individuals who are either Level 4 qualified or actively pursuing their Level 4 certification to step into the role of Junior Wealth Management Consultant. This position is designed to offer the necessary support and mentorship to help you successfully...

  • Wealth Management Specialist

    2 hours ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Role Overview**As a Wealth Management...

  • Experienced Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About Apollo Private WealthApollo Private Wealth is a leading wealth management firm based in London, specializing in personalized service for private clients, families, and institutions. We value bold, resourceful individuals who take ownership of their work and strive for excellence.Opportunity for Experienced Financial AdvisorsAre you an experienced...

  • Private Client Advisor

    17 hours ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice to clients, taking...

  • Private Client Associate

    16 hours ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Private Client Associate - Financial Planning. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.Key Responsibilities:Produce...

  • Private Client Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your mission Private Client Associates play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients. Every advice event requires an SJP compliant advice set and PCAs (Private Client Associate) are crucial 'quality control' gatekeepers . They position our service to prospective clients...

  • Private Client Paralegal

    3 weeks ago

    London, Greater London, United Kingdom LR Legal Recruitment Full time

    Wealth Management Paralegal RoleAre you an experienced paralegal specializing in wealth management? If so, LR Legal Recruitment is representing a distinguished law firm with a rich history of over 250 years in providing legal counsel to affluent individuals, financial institutions, and businesses.This firm is looking for a proactive and capable individual to...

  • Tax and Compliance Paralegal

    3 weeks ago

    London, Greater London, United Kingdom LR Legal Recruitment Full time

    Private Wealth Paralegal OpportunityAre you an experienced paralegal specializing in private wealth management? Our client, a distinguished law firm with a rich history of over 250 years in providing legal counsel to affluent individuals, corporations, and financial institutions, is looking for a dedicated professional to join their Private Wealth team.This...

  • Financial Consultant

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the PositionApollo Private Wealth is on the lookout for motivated and goal-oriented Financial Consultants (Investment Advisers) to enhance our team. If you are passionate about delivering exceptional client service and are eager to develop your career, this opportunity could be an ideal fit for you.Key Responsibilities:Deliver tailored financial...

  • Investment Advisor

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the PositionApollo Private Wealth is on the lookout for motivated and ambitious Financial Consultants (Investment Advisors) to enhance our team. If you are passionate about delivering exceptional client service and are eager to develop your career, this opportunity could be an ideal fit for you.Key Responsibilities:Deliver tailored financial guidance...

  • Private Wealth Partner

    60 minutes ago

    London, Greater London, United Kingdom Segal Placements Full time

    We are seeking an experienced professional to join our team at Segal Placements as a Private Wealth Partner. The ideal candidate will have a strong background in Trusts and Estates, with a proven track record of success in the Private Wealth sector.The successful candidate will be responsible for building and maintaining relationships with high net worth...

  • Associate Consultant

    1 day ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Are you a Level 4 qualified professional looking to kickstart your career in Financial Planning? Do you want to work closely with experienced Advisers and learn on the job? We offer a comprehensive training and development program to help you build a successful career in Wealth Advice.You will have a strong motivation to develop your business, a natural...

  • Wealth Management Professional, Partner

    19 hours ago

    London, Greater London, United Kingdom Nova Wealth Full time

    About NOVA Wealth:We are a pioneering financial services company dedicated to revolutionizing the way financial advice is delivered in the UK. Our mission is to empower individuals to make informed decisions about their financial futures, while providing a personalized and human touch that is often lacking in traditional wealth management firms.At NOVA...