Private Client Administration Expert
1 week ago
We are seeking a Private Client Administration Expert to join our client's dynamic team in Surrey. As a key member of the Independent Financial Planning Practice, you will provide exceptional administrative support to the Managing Director and contribute to the delivery of high-quality client services.
Main Responsibilities:
- Manage client data records accurately and efficiently.
- Provide technical support to the Managing Director and the team.
- Participate in business development initiatives to drive growth.
Requirements:
- Solid understanding of investments, pensions, protection, trusts, and corporates, including underwriting processes.
- Experience with Microsoft packages and general IT skills is essential.
- Competency in using Intelligent Office (back-office system) is an asset.
Compensation Package:
The estimated annual salary for this role is £26,000 - £31,000, based on your skills and experience. Our company offers a competitive benefits package, including flexible working options, career advancement opportunities, and a collaborative work environment.
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UK Private Client Expert Opportunity
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeSellick Partnership Limited - Private Practice is seeking a highly skilled Private Client Solicitor to fill a locum vacancy. This is an outstanding opportunity for a motivated professional to make a valuable contribution to the firm's success.Job Summary:We are searching for an accomplished Private Client Solicitor to manage a caseload of complex private...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom May & Stephens Full timeAbout UsMay & Stephens is a prestigious financial services company based in London, providing expert advice and support to individuals and businesses.We are currently seeking a skilled Private Client Administrator to join our team, responsible for supporting the administration of private client and corporate financial planning services.This is an exciting...
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Senior Private Client Advisor
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeWe are recruiting for a highly skilled Senior Private Client Advisor to join our dynamic Private Client team at Sellick Partnership Limited - Private Practice. As a trusted advisor, you will provide expert guidance and support to high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.Key responsibilities...
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Private Client Expert Partner
2 weeks ago
London, Greater London, United Kingdom Motus Full timeWe are seeking an experienced private client expert partner to join our team at Motus. As a private client specialist, you will be responsible for advising clients on a range of complex private client matters, including tax planning, estate administration and trust management.This is an excellent opportunity to take on a senior role and lead a team of...
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Regional Private Client Law Expert
1 week ago
London, Greater London, United Kingdom Venn Group Full timeA leading regional firm is seeking an experienced Private Client Solicitor to join their team on a part-time or full-time basis.The Job DescriptionThis role involves handling a varied caseload of private client matters, including wills, lasting powers of attorney, probate, estate administration, and other related tasks.As a Private Client Solicitor, you...
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Private Client Solicitor/Associate Opportunity
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeThe role of a Private Client Solicitor/Associate at Sellick Partnership Limited - Private Practice is to provide expert guidance and support to ultra-high net worth and high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.As a key member of the Private Client team in Shropshire, you will work closely with...
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Private Client Solicitor Vacancy
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeWe are assisting our esteemed client, Sellick Partnership Limited - Private Practice, in their search for a seasoned Private Client Expert to cover a locum position starting in January. This is an excellent chance for a dedicated professional to step in and support the firm during this period.Job Description:This role involves managing a diverse portfolio of...
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Private Client Solicitor
1 month ago
London, Greater London, United Kingdom Simpson Judge Ltd Full timeAbout Simpson Judge Ltd:We are a leading provider of expert legal services to individuals and families, specialising in private client matters. Our Wills, Trusts & Probate team delivers tailored, compassionate legal advice in areas including Wills, Trusts, Probate, Estate Planning, and Elderly Client Advice.Job Summary:We seek an enthusiastic and motivated...
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Locum Private Client Solicitor
6 days ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeSellick Partnership Limited - Private Practice is seeking a talented private client solicitor to cover maternity leave in their Shropshire office.Key Responsibilities:Manage a varied caseload of private client matters, providing expert advice on wills, probate, trusts, and estate planning.Earn an estimated £45,000 - £60,000 per annum, depending on...
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Senior Private Client Lawyer
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeOur client, a prestigious law firm in the UK, is seeking an experienced Private Client Solicitor to join their team on a locum basis. This is a fantastic opportunity for a talented individual to cover maternity leave and contribute to the success of the firm.Job Overview:We are looking for a skilled Private Client Lawyer with expertise in wills, probate,...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom J M Legal Limited Full timeJob Title: Private Client AdministratorWe are seeking an ambitious Private Client Administrator to support our renowned Private Client department. The ideal candidate will have previous Legal Secretarial Private Client experience, gained within a Law firm.Responsibilities:Managing the Fee Earner's workload and ensuring timely completion of tasks.Diary...
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Private Client Expert
5 hours ago
London, Greater London, United Kingdom Grant Thornton UK Full timeWe're seeking a highly skilled Private Client Expert to join our team at Grant Thornton UK. As an Associate Director, you'll be responsible for providing expert tax advice to business owners, shareholders, UHNW individuals, and their families. This role is perfect for someone with a professional qualification (CTA / ACA / ACCA or equivalent) and experience...
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Locum Private Client Attorney
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeJob TitleWe are looking for a highly skilled Locum Private Client Attorney to join our team in Shropshire, covering maternity leave from January.About the RoleAs a Locum Private Client Attorney, you will be responsible for managing a varied caseload of private client matters, providing expert advice on wills, probate, trusts, and estate planning.You will...
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Private Client Administrator
2 weeks ago
London, Greater London, United Kingdom May & Stephens Full timeA Private Client Administrator is required to support the team in the administration of private client and corporate financial planning services at May & Stephens.The successful candidate will have experience in mortgage administration and new business processing, and possess good communication skills, both written and verbal.Duties include preparing meeting...
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Private Client Law Specialist
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeJob OverviewSellick Partnership Limited is a leading recruitment agency in the UK, and we are currently assisting a prestigious firm in Shropshire in their search for a skilled Private Client Law Specialist to cover maternity leave from January.About the RoleAs a Private Client Law Specialist, you will be responsible for managing a caseload of private client...
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Private Client Administrator
1 month ago
London, Greater London, United Kingdom McKinlay Law Full timePrivate Client Administrator Job DescriptionThis role involves providing administrative support to a team of fee-earners in the Private Client department.You will be responsible for creating basic documents, collating data and creating reports, processing tax returns, and liaising with clients and other third parties.ResponsibilitiesCreate basic...
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Private Client Expert
4 hours ago
London, Greater London, United Kingdom BCL Legal Full timeJob DescriptionBCL Legal is a forward-thinking law firm seeking a skilled Private Client Solicitor to join their team based in Hertfordshire. This role offers a unique opportunity to take your career to new heights and make a real impact in the field of private client law. As a key member of the Private Client team, you will have the chance to manage a wide...
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Locum Private Client Advocate
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeWe are assisting a prestigious firm in Shropshire in their search for a talented Private Client Solicitor to cover a maternity leave starting in January. The successful candidate will be responsible for managing a varied caseload of private client matters, providing expert advice on wills, probate, trusts, and estate planning, and ensuring high standards of...
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Senior Private Client Lawyer
2 weeks ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeSellick Partnership (Legal) Limited is seeking a Senior Private Client Lawyer to cover a maternity leave in Shropshire, starting in January. The successful candidate will be responsible for managing a complex caseload of private client matters, providing expert advice on wills, probate, trusts, and estate planning, and ensuring seamless transition of...
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Private Client Solicitor
2 weeks ago
London, Greater London, United Kingdom Law Staff Ltd Full timeJob SummaryWe are seeking an experienced Private Client Solicitor to manage a diverse caseload of private client matters, including wills, probate, estate planning, and lasting powers of attorney. As a seasoned lawyer with a strong understanding of private client law, you will provide expert legal advice and guidance to clients on matters related to estate...