Business Assistant: Estates Planning

4 days ago


Carlisle, United Kingdom David Allen Full time

As a **Business Assistant**, you will assist with the effective, compliant and client-friendly estates planning and will-writing service to David Allen clients, thereby adding value to, and supporting, the Estates Planning Team in their corporate objectives and client services. You will also assist with the effective operation and promotion of the David Allen Wills and Estates Planning service, generating new client relationships and referrals and thereby contributing to team business objectives.

**Job Types**: Full-time, Permanent

**Benefits**:

- Additional leave
- Canteen
- Company events
- Company pension
- Discounted or free food
- Employee discount
- Free parking
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Day shift
- Flexitime
- Monday to Friday

Work Location: In person

Application deadline: 26/04/2024



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