Private Client Personal Assistant/administrator
4 weeks ago
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
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Walton-on-Thames, United Kingdom Clear IT Recruitment Full timeMy client is looking for an outstanding Legal Assistant to join their private client team in either Walton-on-Thames, Surrey.You will provide support to their private client team, and when necessary to lawyers in the firm’s other teams. The support will include contact with clients, typing, file management, diary management, telephone cover, invoicing and...
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Legal Assistant
4 days ago
Walton-on-Thames, Surrey, United Kingdom Clear IT Recruitment Full timeMy client is looking for an outstanding Legal Assistant to join their private client team in either Walton-on-Thames, Surrey. You will provide support to their private client team, and when necessary to lawyers in the firm’s other teams. The support will include contact with clients, typing, file management, diary management, telephone cover, invoicing...
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Paralegal/Legal Assistant
5 days ago
Walton-on-Thames, United Kingdom Clear IT Recruitment Full timeMy client is looking for an outstanding Legal Assistant to join their private client team in either Walton-on-Thames, Surrey. You will provide support to their private client team, and when necessary to lawyers in the firm’s other teams. The support will include contact with clients, typing, file management, diary management, telephone cover, invoicing...
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Paralegal/Legal Assistant
1 day ago
Walton-on-Thames, United Kingdom Clear IT Recruitment Limited Full timeMy client is looking for an outstanding Legal Assistant to join their private client team in either Walton-on-Thames, Surrey. You will provide support to their private client team, and when necessary to lawyers in the firm’s other teams. The support will include contact with clients, typing, file management, diary management, telephone cover, invoicing and...
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Walton-on-Thames, United Kingdom Clear IT Recruitment Full timeMy client is looking for an outstanding Legal Assistant to join their private client team in either Walton-on-Thames, Surrey.You will provide support to their private client team, and when necessary to lawyers in the firm’s other teams. The support will include contact with clients, typing, file management, diary management, telephone cover, invoicing and...
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Private Client Assistant
1 month ago
Stow on the Wold, United Kingdom GMP Recruitment Ltd Full timeGMP 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,...
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Paralegal/Legal Assistant
4 days ago
Walton-on-Thames, Surrey, United Kingdom Clear IT Recruitment Full timeMy client is looking for an outstanding Legal Assistant to join their private client team in either Walton-on-Thames, Surrey. You will provide support to their private client team, and when necessary to lawyers in the firm’s other teams. The support will include contact with clients, typing, file management, diary management, telephone cover, invoicing...
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Private Client Associate/Senior Associate
1 month ago
Henley on Thames, Oxfordshire, United Kingdom Douglas Scott Legal Recruitment Full timePrivate Client Associate/Senior Associate Wills, Probate, Tax & TrustsA prestigious legal firm recognised as a Top Tier firm by Legal 500 are currently seeking a talented Private Client Associate/Senior Associate to join their dynamic team with a potential pathway to partnership.Duties include:- Oversee a designated caseload of clients in coordination with...
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Private Client Legal Assistant
2 days ago
Leigh-on-Sea, United Kingdom JS Legal Recruitment Ltd Full timePrivate Client Legal Assistant JS Legal Recruitment are working with a prestigious Legal 500 Law Firm with multiple offices in Essex. Employing over 100 staff due to continued growth, my client is recruiting for an experienced Private Client Legal Assistant to join their busy Private Client Team. As a Private Client Legal Assistant you will provide...
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Private Client Legal Assistant
2 days ago
Leigh-on-Sea, United Kingdom JS Legal Recruitment Ltd Full timePrivate Client Legal AssistantJS Legal Recruitment are working with a prestigious Legal 500 Law Firm with multiple offices in Essex. Employing over 100 staff due to continued growth, my client is recruiting for an experienced Private Client Legal Assistant to join their busy Private Client Team.As a Private Client Legal Assistant you will provide...
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Theatre Administrator
1 month ago
Henley on Thames, United Kingdom The Kenton Theatre Full timeThe Kenton Theatre is a stunning Georgian venue which first opened in November 1805 and is one of the oldest working theatres in the UK. Seating 240, the theatre today offers a varied programme of music, drama, dance, talks, comedy and family work and is regularly hired by a number of community groups and private events. Boasting over 230 performances a...
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Private Client Legal Assistant
1 day ago
Southend-on-Sea, United Kingdom JS Legal Recruitment Ltd Full timePrivate Client Legal Assistant JS Legal Recruitment are working with a prestigious Legal 500 Law Firm with multiple offices in Essex. Employing over 100 staff due to continued growth, my client is recruiting for an experienced Private Client Legal Assistant to join their busy Private Client Team. As a Private Client Legal Assistant you will provide...
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Client Engagement Coordinator
3 weeks ago
Henley-on-Thames, United Kingdom Cameo Consultancy Full timeAs Client Engagement Coordinator you will be working as part of a collaborative and supportive team for an established, independent marine business, based just outside Henley-on-Thames in a beautiful rural location. The role is full time and permanent (working one day at the weekend) offering a salary of between £30,000 and £35,000 DOE. Purpose of the...
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Administrator-private Client
1 month ago
Southend-on-Sea, United Kingdom AJ Chambers Full timeAJ Chambers is delighted to be working alongside an excellent legal 500 Law Firm that are looking to hire an Administrator to join their Private Client team. Some of the Main Duties: - Diary management and maintenance, including monitoring own diary notes. - Carrying out secretarial support to fee-earners. - Working on own initiative under caseworkers and...
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Client Engagement Coordinator
3 weeks ago
Henley-on-Thames, United Kingdom Cameo Consultancy Full timeAs Client Engagement Coordinator you will be working as part of a collaborative and supportive team for an established, independent marine business, based just outside Henley-on-Thames in a beautiful rural location. The role is full time and permanent (working one day at the weekend) offering a salary of between £30,000 and £35,000 DOE.Purpose of the...
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Administrator
1 month ago
Henley-on-Thames, United Kingdom Roc Recruitment Full timeMy clients are a leading property firm they are looking to recruit an Operations Coordinator to assist the Sales Team in their Henley office. **Responsibilities**: Provide an exceptional internal and external customer experience in every interaction Assist in answering incoming calls Maintain a tidy office and reception area Assist Department Head with...
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Client Engagement Coordinator
1 day ago
Henley-on-Thames, United Kingdom Cameo Consultancy Full timeAs Client Engagement Coordinator you will be working as part of a collaborative and supportive team for an established, independent marine business, based just outside Henley-on-Thames in a beautiful rural location. The role is full time and permanent (working one day at the weekend) offering a salary of between £30,000 and £35,000 DOE. Purpose of the...
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Private Client Paralegal
4 weeks ago
Kingston upon Thames, United Kingdom QED Legal Full timeI am currently working with a prestigious law firm renowned for its expertise in Private Client matters. With a commitment to delivering exceptional legal services, they strive to provide tailored solutions to meet the individual needs of their clients. As part of our dedicated team, you will have the opportunity to work on challenging and rewarding cases...
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Private Client Paralegal
4 weeks ago
Kingston Upon Thames, United Kingdom QED Legal Full timeI am currently working with a prestigious law firm renowned for its expertise in Private Client matters. With a commitment to delivering exceptional legal services, they strive to provide tailored solutions to meet the individual needs of their clients. As part of our dedicated team, you will have the opportunity to work on challenging and rewarding cases...
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Private Client Legal Assistant
4 weeks ago
Stoke-on-Trent, United Kingdom RJS Solicitors Ltd Full time**Job Title - Private Client legal assistant / legal secretary** The key responsibility of this role is to provide support to qualified staff in the Private Client Team. We seek a Private Client administrator, we understand this may come in the form of an experienced Legal Secretary or by someone practicing in a Paralegal capacity. Previous experience in a...