Current jobs related to Private Wealth Paralegal - London, Greater London - JMC Legal Recruitment

  • Wealth Management Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Wealth Management Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Senior Private Wealth Paralegal Specialist

    7 days ago

    London, Greater London, United Kingdom CoLegal LLP Full time

    Job Description: CoLegal LLP, a full service commercial advice firm, is seeking a paralegal with private wealth/probate experience to assist the team on a contractual basis. Key Responsibilities: • Assist the team in providing excellent client service • Develop a long-term career with a top-tier City player About Us: CoLegal LLP has an excellent...

  • Wealth Management Associate

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

  • Wealth Adviser Associate

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Management Professional

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...

  • Wealth Management Professional

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...

  • Wealth Management Professional

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...

  • Wealth Adviser Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Wealth Adviser Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Wealth Management Professional

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...

  • Business Development Executive

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your MissionApollo Private Wealth is seeking a highly motivated Business Development Executive to join our team. As a Business Development Executive, you will play a crucial role in connecting with prospects, articulating our service, and arranging meetings with our Wealth Advisers.About the RoleThis is a fantastic opportunity for an experienced Business...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Private Wealth Assistant

    4 weeks ago

    London, Greater London, United Kingdom AJ Chambers Full time

    Private Wealth Assistant Job DescriptionAn exciting opportunity has arisen for an experienced individual to join our team at AJ Chambers, a leading City Law Firm. We are seeking a highly organized and proactive Private Wealth Assistant to support our Private Wealth team in delivering exceptional client service and advice.The successful candidate will have...

  • Private Wealth Assistant

    4 weeks ago

    London, Greater London, United Kingdom AJ Chambers Full time

    Private Wealth Assistant Job DescriptionAn exciting opportunity has arisen for an experienced individual to join our team at AJ Chambers, a leading City Law Firm. We are seeking a highly organized and proactive Private Wealth Assistant to support our Private Wealth team in delivering exceptional client service and advice.The successful candidate will have...

  • Private Client Associate

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Private Client Associate. This is an exciting opportunity to develop your skills and knowledge in financial planning and wealth management.As a Private Client Associate, you will play a crucial role in supporting our Advisers in delivering...

  • Private Wealth Structuring Associate

    3 weeks ago

    London, Greater London, United Kingdom Partners Group Full time

    About the RolePartners Group is seeking a highly skilled Paralegal to join its Private Wealth Structuring team. As a key member of the team, you will be responsible for supporting the design and scaling of the firm's Private Wealth platform.Key Responsibilities:Support fund structuring and formation processes, including light drafting and coordination with...

  • Private Wealth Assistant

    3 weeks ago

    London, Greater London, United Kingdom AJ Chambers Full time

    An exciting opportunity has arisen for an experienced individual to join our Private Wealth team at AJ Chambers.The successful candidate will assist the Team Lead for Tax, Compliance and Disclosure and the wider Private Wealth team to deliver advice and guidance to clients.The role will involve a high level of organisation and administration, together with...

Private Wealth Paralegal

2 months ago

London, Greater London, United Kingdom JMC Legal Recruitment Full time

About JMC Legal Recruitment

We are a leading recruitment agency specializing in legal placements. Our team of experts has extensive knowledge of the legal market and a proven track record of delivering high-quality candidates to our clients.

About the Role

We are currently seeking an experienced Private Wealth Paralegal to join a prestigious law firm based in the City of London. The successful candidate will be responsible for assisting the Private Wealth team with tasks such as trust accounts, estate accounts, charity accounts, and rental accounts.

Key Responsibilities

  • Assist the Private Wealth team with tasks such as trust accounts, estate accounts, charity accounts, and rental accounts;
  • Build professional relationships with clients, co-professionals, and other contacts, including HMRC;
  • Support the Team Lead for Tax, Compliance, and Disclosure with completing annual accounts, tax returns, and providing beneficiaries and their accountants with necessary information;
  • Provide other ad hoc and regular assistance with charity administration and tax disclosure work;
  • Enter accounting information into spreadsheets, reconcile accounts, and keep detailed records of transactions to a high standard.

Requirements

  • Private Wealth Paralegal with experience in trust accounts, estate accounts, charity accounts, and rental accounts;
  • Excellent communication and organizational skills;
  • Ability to work in a fast-paced environment and meet deadlines;
  • Proficiency in accounting software and spreadsheets;
  • Strong attention to detail and ability to maintain confidentiality.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Private Wealth Paralegal looking for a new challenge, please apply now or contact us for a confidential conversation.