Private Client Adviser
7 months ago
We are looking for a suitably experienced and qualified individual to join the Private Client Team based in our Henley office.
**Main Purpose of the Role**:
- To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to lump sum investments, pensions and protection, tax efficiency.
**Duties and Responsibilities**:
- Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
- Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
- Update all relevant meeting information onto systems for record keeping and the report writing process
- Collate the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out
- Collate the relevant information to be able to assess the client’s attitude to risk including their willingness and ability to accept risk within Courtiers’ Know Your Client procedures
- To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
- To ensure that all relevant information is recorded on client files
-
Private Client Solicitor
3 days ago
Henley on Thames, Oxfordshire, United Kingdom Henderson Scott Limited Full timeWe are seeking a skilled Private Client Solicitor to join our team at Henderson Scott Limited. The ideal candidate will have experience in inheritance tax planning and probate matters, with the ability to handle a diverse caseload.The successful candidate will be responsible for advising clients on inheritance tax planning and probate matters, as well as...
-
Private Client Lawyer
3 hours ago
Henley on Thames, Oxfordshire, United Kingdom Clear IT Recruitment Full timeJob Description: Private Client LawyerAs a Private Client Lawyer at Clear Legal Recruitment Limited, you will be responsible for working with clients to advise on a range of private family matters, including divorce and financial provision, children, nuptial agreements and cohabitation disputes. Your expertise in handling these complex cases will be...
-
Private Client Solicitor
3 days ago
Henley on Thames, Oxfordshire, United Kingdom Henderson Scott Limited Full timeHenderson Scott Limited is seeking a Private Client Solicitor to join their growing team in Henley-on-Thames, Oxfordshire. This role offers a competitive salary and benefits package.About the RoleAdvising clients on inheritance tax planning and probate matters is a key aspect of this position.Candidates with transferable skills will also be considered.What's...
-
Private Client Solicitor
3 weeks ago
Henley-on-Thames, Oxfordshire, United Kingdom Henderson Scott UK Full timePrivate Client Solicitor (NQ to 5 Years PQE) Location: Henley-on-Thames, Oxfordshire Salary: Competitive, based on experience Type: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. The successful candidate will...
-
Private Client Solicitor 0-5PQE
4 weeks ago
Henley-on-Thames, United Kingdom Henderson Scott Full timePrivate Client Solicitor (NQ to 5 Years PQE) Location: Henley-on-Thames, OxfordshireSalary: Competitive, based on experienceType: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. This role offers an excellent opportunity for a...
-
Private Client Solicitor
1 month ago
Henley on Thames, United Kingdom Henderson Scott UK Full timeJob Description Private Client Solicitor (NQ to 5 Years PQE) Location: Henley-on-Thames, OxfordshireSalary: Competitive, based on experienceType: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. This role offers an excellent...
-
Private Client Solicitor
1 month ago
Henley-On-Thames, United Kingdom Henderson Scott UK Full timePrivate Client Solicitor (NQ to 5 Years PQE)Location: Henley-on-Thames, Oxfordshire Salary: Competitive, based on experience Type: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. This role offers an excellent opportunity for a...
-
Private Client Solicitor
3 weeks ago
Henley-On-Thames, United Kingdom Henderson Scott UK Full timePrivate Client Solicitor (NQ to 5 Years PQE) Location: Henley-on-Thames, OxfordshireSalary: Competitive, based on experienceType: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. This role offers an excellent opportunity for...
-
Private Client Solicitor
1 month ago
Henley-On-Thames, United Kingdom Henderson Scott UK Full timePrivate Client Solicitor (NQ to 5 Years PQE)Location: Henley-on-Thames, Oxfordshire Salary: Competitive, based on experience Type: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. This role offers an excellent opportunity for a...
-
Private Client Solicitor
1 month ago
Henley-on-Thames, United Kingdom Henderson Scott UK Full timePrivate Client Solicitor (NQ to 5 Years PQE)Location: Henley-on-Thames, Oxfordshire Salary: Competitive, based on experience Type: Full-time, Permanent A well-established and client-focused law firm is seeking a motivated and ambitious Private Client Solicitor (NQ to 5 Years PQE) to join their growing team. This role offers an excellent opportunity for a...
-
Senior Manager Private Client Tax
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Clark Wood - Tax Recruitment Full timeTax Advisory Services Manager Wanted in Henley on Thames! Clark Wood - Tax Recruitment is looking for a seasoned tax professional to join our team as a Tax Advisory Services Manager. In this role, you will be responsible for providing tax advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts,...
-
Private Client Solicitor
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full timeA leading law firm in the UK is seeking a skilled Private Client professional to join their team.About the Role:Provide expert legal services to clients, including will drafting, tax planning, estate administration, and trust administration.Attend client-facing meetings and networking events to build strong relationships.Contribute to the firm's expertise in...
-
Private Client Attorney
7 days ago
Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full timeAbout G2 Legal LimitedG2 Legal Limited is a leading provider of legal services with a strong focus on Private Client law. We are seeking an experienced Private Client Solicitor to join our team.The ideal candidate will have recently qualified or be about to qualify as a solicitor and have a strong interest in Estate and Inheritance Tax Planning. The...
-
Private Client Specialist
7 days ago
Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time**About the Role:**A highly regarded full-service law firm in Oxfordshire seeks a skilled Paralegal to support its Private Client team. The ideal candidate will have previous experience in Private Client law and strong organizational skills.The successful applicant will assist Fee Earners, run their own caseload, and engage with clients through networking...
-
Private Client Solicitor
7 days ago
Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full timeJob Opportunity: G2 Legal Limited is seeking a highly skilled Private Client Solicitor to join its esteemed team. This position offers an excellent chance to increase your knowledge in various areas of private law, including wills, probate, estate administration, trusts, and more. The ideal candidate will possess strong legal analysis, drafting, and...
-
Private Client Paralegal
2 weeks ago
Henley-on-Thames, United Kingdom G2 Legal Limited Full timeJoin a highly regarded full-service law firm in Oxfordshire, renowned for its expertise in Private Client services. This is a fantastic opportunity to build your legal career, gain valuable experience and progress towards further professional development. Why Join Us? Reputation for Excellence: Work with a team that provides expert legal services to medium...
-
Private Client Paralegal
3 weeks ago
Henley-on-Thames, United Kingdom G2 Legal Limited Full timeJoin a highly regarded full-service law firm in Oxfordshire, renowned for its expertise in Private Client services. This is a fantastic opportunity to build your legal career, gain valuable experience and progress towards further professional development.Why Join Us?Reputation for Excellence: Work with a team that provides expert legal services to medium and...
-
Senior Private Client Solicitor
4 hours ago
Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full timeWe are seeking a Senior Private Client Solicitor to join our established and growing Private Client team at G2 Legal Limited.Job OverviewThis role provides an opportunity for you to increase your legal knowledge in areas such as Wills, Probate, Estate Administration, Trusts, Lasting Powers of Attorney, Court of Protection, and Estate and Inheritance Tax...
-
Private Client Advisory Manager
4 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Clark Wood - Tax Recruitment Full timeWe are seeking a highly skilled Senior Tax Professional to lead our Private Client Tax Advisory team. As a key member of the team, you will be responsible for providing expert advice on tax planning and compliance to private clients and high net worth individuals.The successful candidate will have extensive experience in IHT and CGT planning, with a proven...
-
Private Client Career Developer
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full timeBe-IT Ltd is recruiting for a Private Client Career Developer to join its team in Oxfordshire. This exciting opportunity allows a skilled Paralegal to take their career to the next level and develop their expertise in Private Client law.About the CompanyAs a leading provider of Private Client services, Be-IT Ltd is committed to delivering exceptional results...