Wealth Management Assistant
3 weeks 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
- 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
- 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
-
Wealth Management Assistant
3 days ago
Exeter, Devon, United Kingdom Avocet Legal 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...
-
Wealth Management Assistant
2 weeks 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...
-
Wealth Management Assistant
2 weeks 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...
-
Wealth Management Assistant
2 weeks ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses...
-
Wealth Management Assistant
1 week ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses...
-
Wealth Management Assistant
2 days ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses...
-
Wealth Management Assistant
5 days ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses...
-
Wealth Management Assistant
3 days ago
Exeter, Devon, United Kingdom Tozers Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to...
-
Wealth Management Assistant
1 week ago
Exeter, Devon, United Kingdom Avocet Legal 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 days ago
Exeter, Devon, United Kingdom Tozers Solicitors Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses...
-
Wealth Management Assistant
3 days ago
Exeter, Devon, United Kingdom Tozers Solicitors Full timeWealth Management Assistant 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 Exeter office on a full-time, permanent basis. With 30 partners and 190 staff across our offices, we offer unrivalled legal services to businesses...
-
Wealth Management Assistant
5 days ago
Exeter, United Kingdom Avocet Commercial Careers Full timeAvocet Commercial Careersis 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
3 weeks ago
Exeter, United Kingdom Avocet Legal 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
2 weeks ago
Exeter, Devon, United Kingdom Tozers LLP Full timeTozers’ growing Wealth Management Team is looking for an Assistant to support them in the management of their busy and varied workloads in Exeter. You will be working as part of a team that deals with later life planning, such as Wills, Probate, as well as with Vulnerable Clients on matters such as deputyship and attorneyship creation and administration. ...
-
Wealth Management Assistant
2 weeks ago
Exeter, United Kingdom Avocet Legal Careers & 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...
-
Wealth Management Assistant
2 weeks ago
Exeter, 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. Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.This full-time, permanent role offers the chance to contribute...
-
Wealth Management Assistant
2 weeks ago
Exeter, 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
2 weeks ago
Exeter, 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. 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.This full-time, permanent role offers the chance to...
-
Wealth Management Assistant
2 weeks ago
Exeter, 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...
-
Wealth Management Assistant
2 weeks ago
Exeter, 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...