Admini-Lifetime Planning
3 weeks ago
DCT Recruitment have an exciting opportunity to join our client a Admin – Lifetime Planning.
We are seeking applications from candidates who have general secretarial and administration skills to assist Fee Earners with legal work in relation to Lifetime Planning matters.
The type of work you will assist with includes Wills, Lasting Powers of Attorney, Grant of Probate and Estate Administration. Ideally, we are looking for candidates with at least 3 years’ experience working as a Legal Secretary/Assistant. Experience, or interest in, private client is advantageous.
To succeed in this role, you will need effective administration and communication skills as well as good time management including the ability to work under pressure. In addition, a caring and empathetic approach towards both clients and colleagues is required. The successful candidate will also need to be organised, motivated and be proactive. Attention to detail and good teamwork and cooperation are also vital.
Main Duties
• Attend upon clients and others to take instructions and information.
• Open new files on the case management system and prepare initial client care documentation.
• Type dictated letters, documents, and notes.
• Obtain ID from clients and complete ID checks in accordance with Anti-Money Laundering Procedures.
• Liaise with third parties such as HMRC, Estate Agents, OPG, Probate Registry, Beneficiaries and Attorneys etc.
• Attend home visits with Fee Earners as and when required.
• Assist with progression of matters such as general chasers for documents.
• Prepare and send costs information including bills to clients.
• General administration duties such as scanning post onto the system.
The salary for this role is up to £24,000 per annum depending on experience.
Hours: 9.00am-5.00pm, Monday-Friday.
Location: West Kirby
Annual holiday entitlement in a full calendar year is 20 days, increasing yearly to 25 days by 5 years’ service. This is in addition to bank holidays and an extra 3 days to be used between Christmas and New Year.
Furthermore, we offer paid sick leave, dependent’s leave, and birthday leave. We have a health benefit in place with Medicash, which new starters can join after 6 months’ service. In addition, we offer staff wellbeing and social events as well as annual teambuilding. There are different opportunities for reward and recognition throughout the year including a Bonus Policy, Employee Referral Programme, employee recognition whereby colleagues can nominate each other as well as a client care quarterly reward. We have a formal appraisal/performance review process and salaries and bonuses are reviewed in June of each year.
To apply, please send your CV to (url removed) or call on (phone number removed)
-
Admini-Lifetime Planning
2 weeks ago
West Kirby, United Kingdom DCT Recruitment Full timeDCT Recruitment have an exciting opportunity to join our client a Admin – Lifetime Planning. We are seeking applications from candidates who have general secretarial and administration skills to assist Fee Earners with legal work in relation to Lifetime Planning matters. The type of work you will assist with includes Wills, Lasting Powers of Attorney,...
-
Executive Assistant
2 weeks ago
West Kirby, Wirral, United Kingdom CV-Library Full timeJob Summary:DCT Recruitment is seeking an experienced Executive Assistant to join our client's private client team. This exciting opportunity will see you working closely with Fee Earners on various matters related to Lifetime Planning.In this role, you will be responsible for attending to clients, taking instructions, and preparing documentation. Your...
-
Hospitality Apprenticeship Trainer
3 months ago
Wakefield, West Yorkshire, United Kingdom Lifetime Training Ltd Full time €20,000 - €30,000Whether you’re already a Trainer, Assessor or Coach, or thinking about becoming one, it’s time you made the change to Lifetime. What will you be doing? The hospitality sector is changing rapidly. As an industry professional, you’ll know the pressures, the challenges and the opportunities the industry is facing. As experts in this area too, we’re...
-
Hospitality Apprenticeship Trainer
3 months ago
Wakefield, West Yorkshire, United Kingdom Lifetime Training Ltd Full time €20,000 - €30,000Whether you’re already a Trainer, Assessor or Coach, or thinking about becoming one, it’s time you made the change to Lifetime. What will you be doing? The hospitality sector is changing rapidly. As an industry professional, you’ll know the pressures, the challenges and the opportunities the industry is facing. As experts in this area too, we’re...
-
Administrative Support
2 weeks ago
West Kirby, Wirral, United Kingdom CV-Library Full timeAbout the Role:We are seeking a highly skilled Administrative Support professional to join our client's private client team. As an Executive Assistant, you will be working closely with Fee Earners on various matters related to Lifetime Planning, including Wills, Lasting Powers of Attorney, Grant of Probate, and Estate Administration.Your key responsibilities...
-
Secretarial and Administrative Professional
2 weeks ago
West Kirby, Wirral, United Kingdom CV-Library Full timeJob Description:DCT Recruitment is seeking an experienced Secretarial and Administrative Professional to join our client's private client team. In this role, you will be working closely with Fee Earners on various matters related to Lifetime Planning, including Wills, Lasting Powers of Attorney, Grant of Probate, and Estate Administration.As a member of our...
-
Private Client Solicitor
2 weeks ago
West Stow, United Kingdom Themis Recruit Full timeOur client, a well-established firm recognised for its excellence by both the Legal 500 and Chambers & Partners, are seeking an experienced solicitor to join their highly regarded Private Client team. The ideal candidate will have a strong background in advising clients on various lifetime matters, including Wills, Powers of Attorney, inheritance tax, and...
-
Private Client Solicitor
2 weeks ago
West Stow, United Kingdom Themis Recruit Full timeJob Description Our client, a well-established firm recognised for its excellence by both the Legal 500 and Chambers & Partners, are seeking an experienced solicitor to join their highly regarded Private Client team. The ideal candidate will have a strong background in advising clients on various lifetime matters, including Wills, Powers of Attorney,...
-
Pipeline Inspection Surveyor
2 weeks ago
South West England, United Kingdom Water Research Centre Full timeWe are seeking a skilled Field Engineer to join our team at Water Research Centre, where you will play a key role in delivering clean and dirty water projects in line with business requirements and customer expectations.About the Role:This is a physically demanding position requiring regular travel from Swindon to London, with occasional national and...
-
Financial Advisor
1 month ago
West Bridgford, United Kingdom CV-Library Full timeOur clients are seeking a Chartered Financial Advisor in Nottingham offering hybrid work. The successful candidate must have a track record and previous paraplanning experience and ideally have prepared defined benefit pension advice. This is an exciting opportunity to work in a positive team and have the potential to grow a significant number of clients...
-
High Rise Construction Project Lead
3 weeks ago
North West, United Kingdom V7 Recruitment Full timeProject Manager Position at a Leading Main ContractorV7 Recruitment is seeking an experienced Project Manager to join their team on a large-scale high-rise scheme in Manchester.The ideal candidate will have a background in managing high-rise residential and commercial projects, with a driven and motivated attitude, strong organisation skills, and experience...
-
Print/ Catalogue Marketing Executive
2 weeks ago
West Stow, United Kingdom Mr Fothergill'S Seeds Ltd Full timeAt Mr Fothergills Seed's we are in the business of bringing gardens to life.Known for our exceptional range of seeds, garden products and horticultural expertise with well-known brands such as Mr Fothergill's, Johnsons, DT Brown and Darlac our products can be found in garden centres, big retailers and direct to consumers through our websites and...
-
Paraplanner
3 months ago
West Bridgford, United Kingdom CV-Library Full timeAre you an experienced Paraplanner looking to join a company that strongly focuses on employee wellbeing and can offer hybrid working? We've recently taken on a new position for a Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. For the right individual, they are offering great earning potential,...
-
West Stow, United Kingdom Norfolk And Suffolk Nhs Foundation Trust Full timeNew Starter package of £15,000 spread over 3 years as a retention bonus supported by a £12,000 relocation allowance roles also attract a loyalty Scheme Bonus of £2,500 over the subsequent 5 years of service CPD of £2,000 per annum with the facility accumulate annual funding for up to three years to accommodate accessing higher cost development...
-
Technical Pension/retirement Specialist
6 months ago
West Yorkshire, United Kingdom Exchange Street Full time**Job Type**: Perm Town/City: Liverpool County: West Yorkshire Salary/Rate: Six-figure package Sector: Financial Services Discipline: Financial Services Job ref: 523100 **Ever been in the right place at the right time?** At this business that's exactly what you'll be. **The timing is perfect. There's a big opportunity given the abolition of the...
-
Community Manager
4 days ago
West Hendon, United Kingdom CV-Library Full timeCommunity Manager Location: A stunning Purpose-Built Student Accommodation (PBSA) site Reports to: General Manager Are you ready to be part of something extraordinary? At Fusion, we create innovative spaces where students thrive, communities connect, and unforgettable experiences come to life. We’re searching for a driven and dynamic...
-
Role of Assistant Planner
1 month ago
West Midlands Combined Authority, United Kingdom Halfords Group PLC Full timeAbout the JobWe are looking for a skilled Assistant Planner to support our Range Planners and categories in building ranges for stores in line with agreed timelines.This role is critical for ensuring the right products are available at the right time, helping to maximise sales and meet customer needs.Key ResponsibilitiesEnsure data integrity of the...
-
Executive Director
1 week ago
West Yorkshire, United Kingdom SUMMIT Full timeAre you yearning to make a real impact, earn more, and transform lives while creating a meaningful legacy for yourself? Imagine waking up every day, knowing you are making a difference and being rewarded for it. Your journey starts now with SUMMIT. SUMMIT is a unique franchise opportunity that allows you to leverage your business and commercial expertise to...
-
Science Teacher
2 weeks ago
North West, United Kingdom Career Teachers Full timeScience Teacher Job title: Science Teacher Job type: Permanent Location: Tameside Start date: January 2025 Are you a science enthusiast with a flair for teaching? Do you dream of inspiring the next generation of scientists and innovators? If so, we have the perfect opportunity for you to join a forward thinking secondary school community in Tameside on a...
-
Production Control and Logistics Coordinator
1 month ago
West Midlands Combined Authority, United Kingdom Pioneer Selection Ltd Full timeProduction Control and Logistics SupervisorWe are seeking a skilled Production Control and Logistics Supervisor to oversee the sequencer, supervise loading of finished products, track shipments, and manage delivery schedules.Key Responsibilities: Manage production control and logistics operations, develop and implement efficient supply chain strategies, and...