Private Client Assistant

4 weeks ago


Leeds, Leeds, United Kingdom Interactive Investor Full time

At Interactive Investor, we're committed to delivering exceptional service to our clients. As a Private Client Assistant, you'll play a vital role in helping us achieve this goal.

The ideal candidate will have experience in paralegal or legal secretarial work and a keen interest in developing their skills within our Private Client Services team. You'll work closely with specialist advisers from legal, accountancy, and tax backgrounds to deliver tax, trust, and succession planning advice and services to our clients.

Key Responsibilities:

  • Drafting Wills and Powers of Attorney
  • Undertaking executory/probate administration and associated client communication
  • Understanding client needs and applying technical knowledge to deliver high-quality documentation within required timescales
  • Achieving performance targets, including quality and quantity of output, client experience, and compliance
  • Maintaining own technical knowledge

Requirements:

  • Experience in drafting Wills and Powers of Attorney and undertaking executory/probate administration and associated client communication
  • Ability to understand client needs and apply technical knowledge to deliver high-quality documentation within required timescales
  • Excellent attention to detail, numeracy, literacy, and IT skills
  • Ability to build relationships with Private Client Advisers and integrate into the team
  • Organized self-starter with excellent time management and workload management skills

About Us:

Interactive Investor is a leading investment platform with a strong reputation for delivering exceptional service to our clients. We're committed to helping our clients achieve their financial goals, and we're looking for talented individuals to join our team.



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