Lifetime Planning Paralegal

The Lifetime Planning TeamOur Lifetime Planning team helps our clients put plans and systems in place to make sure their wishes are granted and their families are provided for in the future. Their work includes Wills, Trusts, Probate, Powers of Attorney and Court of Protection.The RoleWe are looking for an experienced Paralegal to join our team in Cambridge....

Job Description The Lifetime Planning Team Our Lifetime Planning team helps our clients put plans and systems in place to make sure their wishes are granted and their families are provided for in the future. Their work includes Wills, Trusts, Probate, Powers of Attorney and Court of Protection. The Role We are looking for an experienced Paralegal to...

The Lifetime Planning TeamOur Lifetime Planning team helps our clients put plans and systems in place to make sure their wishes are granted and their families are provided for in the future. Their work includes Wills, Trusts, Probate, Powers of Attorney and Court of Protection.The RoleWe are looking for an experienced Paralegal to join our team in Cambridge....

The Lifetime Planning TeamOur Lifetime Planning team helps our clients put plans and systems in place to make sure their wishes are granted and their families are provided for in the future. Their work includes Wills, Trusts, Probate, Powers of Attorney and Court of Protection.The RoleWe are looking for an experienced Paralegal to join our team in Cambridge....

About the RoleWe are seeking an experienced Paralegal to join our Lifetime Planning Team in Cambridge. As a key member of the team, you will support fee-earners in delivering exceptional client service, ensuring clients' wishes are respected and their families protected.Main Responsibilities:Liaise with clients on behalf of lawyers, addressing queries and...

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...

**Job Title:** Financial Planning Specialist**Salary:** £60,000 - £80,000 per annumWe are seeking an experienced Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for a skilled professional to take their career to the next level.The successful candidate will be responsible for providing...

Supporting Role: We are currently seeking a talented individual to fill the role of a Chartered Financial Planning Support specialist. In this position, you will work closely with our Financial Planners to develop and implement comprehensive financial plans tailored to meet client needs. To succeed in this role, you must possess excellent planning and...

ResponsibilitiesYour key responsibilities will include:Providing high-quality estate planning advice to mid to HNW clientsPreparing complex Wills, including trusts and lifetime planningPreparing Lasting Powers of Attorney and administering taxable and non-taxable estatesDealing with the administration of estates, including preparation of IHT100s &...

ResponsibilitiesWork collaboratively with our development team to design, develop, and test high-quality PHP applications.Contribute to code reviews and ensure that all code meets our coding standards.Identify areas for improvement in our codebase and implement changes as necessary.Participate in daily stand-up meetings and help identify and remove...

Artemis Recruitment Consultants Ltd is looking for a skilled Pension Paraplanning Expert to support their Private Client Advisors in delivering financial planning to clients. As a key member of the team, you will play a crucial role in preparing cashflow models and communicating them to clients.Salary: £55,000 - £75,000 per annum.In this position, you will...

Senior Associate RoleWe are seeking an experienced Senior Associate to join our Private Client team based in Cambridge.The ideal candidate will have 8+ years of PQE experience and be knowledgeable in all areas of Private Client work, particularly trusts, taxation, and lifetime planning.Key responsibilities include providing bespoke estate planning advice,...

We are seeking a talented Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work closely with Private Client Advisors to deliver financial planning solutions to clients.Salary: £65,000 - £85,000 per annum.You will be responsible for constructing and producing financial plans, communicating cashflow...

About the Role: We are seeking an experienced Paraplanner to support our team of Chartered Financial Planners in a leading financial services firm. This is a fantastic opportunity for skilled Paraplanners in Cambridge.The successful candidate will be responsible for collecting and collating client information, adhering to 'know your client' principles and...

**In-House Tax Accountant** We are delighted to be partnering with an award-winning and full-service law firm that is a top-tier Legal 500 firm based in Cambridgeshire. **The Trusts and Tax Team** Our clients highly regarded specialist team works with clients on personal tax affairs and the administration of trusts. The team removes the stress of...

Senior Private Client Solicitor/PartnerWe are seeking an experienced Senior Private Client Solicitor/Partner to join our thriving practice in Cambridge. As a key member of the team, you will handle a diverse caseload, including wills and assets, tax planning, estates, trusts, LPAs, and probates for HNW individuals, company owners, and entrepreneurs.The role...

Experienced Private Client Solicitor/Partner RequiredWe are looking for an experienced Private Client Solicitor/Partner to join our thriving practice in Cambridge. As a key member of the team, you will handle a diverse caseload, including wills and assets, tax planning, estates, trusts, LPAs, and probates for HNW individuals, company owners, and...

Austin Fraser is a reputable law firm in Cambridgeshire seeking an experienced and ambitious paralegal with a passion for private client work.The ideal candidate will have a minimum of 2 years of experience in private client matters such as wills, probate, trusts, tax, and estate planning.Key Responsibilities:Manage a varied caseload and provide high-quality...

Cambridge-based Private Client Solicitor/PartnerOur flourishing practice in Cambridge seeks a dynamic Private Client Solicitor/Partner to join its ranks. As a key member of the team, you will manage a varied caseload, acting for HNW individuals, company owners, and entrepreneurs, handling matters such as wills and assets, tax planning, estates, trusts, LPAs,...

Job SummaryWe are seeking an experienced Paraplanner to join our team in Cambridge, supporting Chartered Financial Planners with client relationships and financial planning. This is a great opportunity for a skilled professional to work in a dynamic office environment.About the RoleThe successful candidate will provide administrative support to our Chartered...