Private Client Financial Services Administrator
2 weeks ago
**Duties**:
- Provide exceptional customer service to clients by responding to inquiries and resolving issues in a timely and professional manner.
- Maintain accurate client records and update information as needed.
- Assist clients with navigating our products or services, providing guidance and recommendations as necessary.
- Collaborate with internal teams to ensure client satisfaction and successful resolution of any concerns or challenges.
- Proactively identify opportunities to enhance the client experience and make recommendations for process improvements.
**Experience**:
- Previous experience in a customer service or client-facing role (ideally Private Client Investment Management or Financial Planning-focussed) is preferred.
- Strong presentation and communication skills, both written and verbal, with the ability to effectively interact with colleagues and clients at all levels.
- Excellent problem-solving skills and the ability to think quickly on your feet.
- Adaptable and Detail-oriented with a high level of accuracy in data entry and record keeping.
**Salary**: £30,000.00-£40,000.00 per year
**Benefits**:
- On-site parking
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to Commute:
- Solihull (required)
Ability to Relocate:
- Solihull: Relocate before starting work (required)
Work Location: Hybrid remote in Solihull
-
Financial Planning Administrator
5 days ago
Solihull, United Kingdom Capelin Financial Management Limited Full timeThis is a varied financial planning administration role which will develop quickly for an ambitious applicant with ability and a great attitude. It is a fantastic opportunity to work with motivated colleagues and where you will have a real impact to the success of the business. You will be an integral member of our client services support team. Your...
-
Financial Administrator
4 weeks ago
Solihull, United Kingdom Capelin Financial Management Limited Full timeYou will be an integral member of our client services support team. It is a varied role which will develop quickly for an ambitious applicant with ability and a great attitude. This is a fantastic opportunity where you will have a real impact to the success of the business. Your responsibility is to provide administrative support for our clients and your...
-
Private Client Solicitor
4 weeks ago
Solihull, United Kingdom G2 Legal Limited Full timeAre you a Private Client Solicitor with experience building and developing work within a branch office? Are you looking for a new challenge which offers management responsibilities? This Solihull-based role offers a competitive salary, hybrid working,and parking. Our client is looking for a Senior Private Client Solicitor to handle an array of matters with...
-
Chartered Independent Financial Advisor
3 weeks ago
Solihull, Solihull, United Kingdom Financial Divisions Full timeManage an existing client base Manage a book of 100+ clients with average AUM £1m+ £100-120k basic salary + revenue related salary increases + bonus My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills...
-
Private Client Solicitor
1 month ago
Solihull, Solihull, United Kingdom Chadwick Nott - East and West Midlands, NHC & East Anglia Full timeLeading regional firm has a new vacancy in their private client department in Solihull.They are looking for a 4+ PQE Solicitor to take over an existing caseload of private client matters including:Will Preparation (simple through to more complex life interest and discretionary trusts)Estate Planning AdvicePowers of AttorneyCourt of Protection...
-
Private Client Solicitor
4 weeks ago
Solihull, United Kingdom ACS Staffing Solutions Full timePrivate Client Solicitor Solihull Full Time Competitive Salary Probate Dealing with administration of estates from start to finish. Preparation and application for Grant of Probate and Letters of Administration. Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and...
-
Private Client Solicitor
3 weeks ago
Solihull, United Kingdom ACS Staffing Solutions Full timePrivate Client Solicitor SolihullFull Time Competitive Salary ProbateDealing with administration of estates from start to finish.Preparation and application for Grant of Probate and Letters of Administration.Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard...
-
Private Client Solicitor
3 weeks ago
Solihull, Solihull, United Kingdom Chadwick Nott - East and West Midlands, NHC & East Anglia Full timePrivate Client Solicitor 3+ PQE - SolihullThis is a fantastic opportunity to join a leading West Midlands firm and work in their highly regarded Private Client Department.Based in their office in South Birmingham, the department has grown steadily over the last few years and is looking to expand further. You will join a busy team and manage a caseload...
-
Private Client Solicitor
1 month ago
Solihull, United Kingdom Douglas Scott Legal Recruitment Full timePRIVATE CLIENT SOLICITORNEAR SOLIHULL£30K - £45KA well established small regional law firm are looking for a motivated Private Client Solicitor to join their busy Private Client department near Solihull. This is an exciting opportunity to join a highly reputable firm that values its employees and offers excellent career progression and development...
-
Children's Services Administrator
4 weeks ago
Solihull, United Kingdom Lynx Employment Services Ltd Full timeWe are recruiting on behalf of our client, who is looking to recruit a Children’s Services Administrator to take a role in the provision of administrative, financial, information support and tasks that allow the service to function efficiently. Duties of the role include: - Providing full administrative support to the service - Supporting workers in...
-
Private Client Solicitor
1 month ago
Solihull, Solihull, United Kingdom Douglas Scott Legal Recruitment Full timePRIVATE CLIENT SOLICITORNEAR SOLIHULL£30K - £45KA well established small regional law firm are looking for a motivated Private Client Solicitor to join their busy Private Client department near Solihull. This is an exciting opportunity to join a highly reputable firm that values its employees and offers excellent career progression and development...
-
Private Client Solicitor
7 days ago
Solihull, United Kingdom Douglas Scott Legal Recruitment Full timePRIVATE CLIENT SOLICITORSOLIHULL£30K - £45KA well established national law firm are looking for a motivated Private Client Solicitor to join their busy team in Solihull. This is an exciting opportunity to join a highly reputable firm that values its employees and offers excellent career progression and development opportunities.Responsibilities:•...
-
Private Client Solicitor
6 days ago
Solihull, Solihull, United Kingdom Douglas Scott Legal Recruitment Full timePRIVATE CLIENT SOLICITORSOLIHULL£30K - £45KA well established national law firm are looking for a motivated Private Client Solicitor to join their busy team in Solihull. This is an exciting opportunity to join a highly reputable firm that values its employees and offers excellent career progression and development opportunities.Responsibilities: Manage a...
-
Private Client Legal Secretary
4 weeks ago
Solihull, United Kingdom Clayton Legal Full timeI am delighted to be working with a leading Birmingham law firm, who are currently going through a fantastic period of growth an expansion. As a result, they are keen to add a Legal Secretary to their Private Client team in Solihull. Based in modern, well-equipped offices, close to local commuter links and with nearby parking, this role would suit an...
-
Private Client Legal Secretary
1 month ago
Solihull, United Kingdom Major Recruitment Oldbury Full timeMajor Recruitment Oldbury are delighted to be recruiting for a well known law firm in the Birmingham area who are seeking a Private Client Legal Secretary to work at their Shirley firm. Duties and tasks will include: - Diary management responsibilities including making appointments, organising meetings. - Proactive client liaison including taking messages,...
-
Private Client Partner
4 weeks ago
Solihull, United Kingdom The Legists Full timeJOB TITLE: Private Client Partner PQE REQUIRED: 6+ LOCATION: West Midlands THE ROLE: Highly successful and progressive law firm has an opportunity for a Private Client Partner to come in and hit the ground running within the local market. With an established and successful reputation for their private client offerings, this is a superb opportunityfor a...
-
Private Client Solicitor
4 weeks ago
Solihull, United Kingdom qed legal Full timePrivate Client Solicitor Solihull Strong Legal 500 Firm A Legal 500 national practice is looking to strengthen its office near Solihull with the appointment of a Private Client Solicitor to deal with a high calibre caseload of private client matters. The firm is offering a competitive salary and benefits package and you will also benefit from working as a...
-
Private Client Solicitor
4 weeks ago
Solihull, United Kingdom qed legal Full timePrivate Client Solicitor Solihull Strong Legal 500 Firm A Legal 500 national practice is looking to strengthen its Solihull office with the appointment of an experienced Private Client Solicitor (3yrs+ PQE) to deal with a high calibre caseload of private client matters. You will be required to take on a caseload including, but not exclusive to, wills, powers...
-
Private Client Solicitor
4 weeks ago
Solihull, United Kingdom qed legal Full time**Private Client Solicitor 0-2 yrs PQE Solihull Strong Regional Firm** If you are a newly qualified Private Client Solicitor looking to move to a strong regional practice, then this could be the opportunity for you. This firm based in Solihull is looking to add to the team with a Private Client Solicitor (0-2 yr PQE) to help deal with a high calibre...
-
Private Client Fee Earner
4 weeks ago
Solihull, United Kingdom LegalB Full time**£35,000 - £48,000 DOE and PQE Status**: - **Private Client Fee Earner/CILEX/Solicitor**: - **Solihull** A reputable Legal 500 law firm is currently looking for an experienced Fee Earner or Solicitor to join their busy Private Client team. This firm prides themselves on their innovative and client-focused approach to legal services which is underpinned...