Private Client Personal Assistant/administrator

8 months ago


Henley on Thames, United Kingdom Courtiers Full time

We are looking for a suitably experienced and qualified individual to join the Personal Wealth Management Team based in our Henley office.

**Main Purpose of the Role**:

- To provide back-office administration for a Chartered Financial Planner
- To attend Client meetings with the Chartered Financial Planner to take notes and provide administrative support

**Additional Responsibilities**:

- Must be able to attend meetings outside of the offices or at other sites
- Generate and Updating Fact Finds and Client Servicing Notes on Intelliflo
- Management of client servicing activities and workflows on Intelliflo
- Client contact and liaison
- Creating and distribution of packs for the Adviser in support of the Advisory Support Administration Team
- Liaising with Advisers and Paraplanning Team in order to facilitate good services and delivery at all times
- Management of the Chartered Financial Planner diary/calendar
- Check and ensure Client Reports meet the expected standards prior to meetings
- General Administration duties to support the Chartered Financial Planner



  • Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    A 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...


  • Henley on Thames, United Kingdom XP Property Full time

    **Job Title: Personal Assistant/ Business Assistant** - Location: Henley/ Oxfordshire/ Berkshire - Duration: Permanent/ Full Time - Work Balance: Mostly from Home/ Little office working - Pay: £25,000+ dependant on experience - Background: Personal Assistant to director, Administration, Business Admin, Business Management **Company & Position Summary**: XP...


  • Henley-on-Thames, United Kingdom G2 Legal Limited Full time

    Join 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...


  • Henley-on-Thames, United Kingdom G2 Legal Limited Full time

    Join 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...


  • Henley on Thames, Oxfordshire, United Kingdom Be-IT Ltd Full time

    Key ResponsibilitiesThe Private Client Solicitor will be responsible for providing expert advice to clients on matters related to Wills and Probate, Estate Administration, Trusts, Lasting Powers of Attorney, Court of Protection, Estate and Inheritance Tax Planning, and Elderly Client Advice.The successful candidate will also be expected to develop their...


  • Stow on the Wold, United Kingdom GMP Recruitment Ltd Full time

    GMP Recruitment are proud to be partnered with one of the West Midland’s leading Legal Firms. We are supporting their recruitment for an experienced Private Client Assistant to join their Stow on the Wold office on a full time, permanent basis. This position is working Monday - Friday 09:00am - 17:00pm and you will receive a highly competitive salary,...


  • Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full time

    Job Overview: We are seeking a skilled Paralegal to provide administrative support to our Private Client Solicitors in Tamworth.The successful candidate will be responsible for:Assisting Private Client Solicitors with their workloadDealing with clients via phone and in personDeveloping strong relationships with clients and colleaguesSalary Range: £23,000 -...


  • Henley-on-Thames, United Kingdom Henderson Scott Full time

    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 opportunity for a...


  • Henley-on-Thames, Oxfordshire, RG9, Henley-On-Thames, United Kingdom G2 Legal Limited Full time

    Join 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...


  • Henley on Thames, Oxfordshire, United Kingdom Clark Wood - Tax Recruitment Full time

    We 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...


  • Southend-on-Sea, Southend-on-Sea, United Kingdom JLD Recruitment Ltd Full time

    Job DescriptionAs a key member of our team, you will be working closely with qualified solicitors to provide exceptional administrative support in the private client department. Your duties will include managing estate, succession, and tax planning, as well as assisting with trust management and administration.Key Responsibilities• Collaborate with...


  • Stow on the Wold, United Kingdom The Burford Recruitment Company Full time

    **Private Client Assistant** **Stow on the Wold, Gloucestershire** **Up to £25,000 pa** Up to 33 days of paid annual leave Christmas Shutdown Health cash plan for workplace wellbeing Pension Scheme Employee referral bonus The Burford Recruitment Company is collaborating with one of our clients to find an experienced Private Client Assistant to join their...

  • Private Client Adviser

    7 months ago


    Henley on Thames, United Kingdom Courtiers Full time

    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...


  • Stow on the Wold, United Kingdom Multistaff Recruitment Solutions Full time

    Our lovely Client based in Stow on the Wold is currently recruiting for a Private Client Assistant to carry out the following: - Providing full support to the Private Client Solicitors to enable them to operate efficiently. - Preparing correspondence using case management system. - Attending to clients both on the telephone and in person. - Administering...


  • Henley on Thames, United Kingdom Henderson Scott UK Full time

    Job 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...


  • Henley-on-Thames, United Kingdom Henderson Scott Limited Full time

    Private 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...


  • Henley-On-Thames, United Kingdom Henderson Scott UK Full time

    Private 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...


  • Henley-On-Thames, United Kingdom Henderson Scott UK Full time

    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 opportunity for...


  • Henley-On-Thames, United Kingdom Henderson Scott UK Full time

    Private 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...


  • Henley-on-Thames, United Kingdom Henderson Scott UK Full time

    Private 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...