Private Client Assessor/auditor
2 weeks ago
**Private Client Assessor/Auditor**:
- Location- Newcastle upon Tyne- Discipline:
- Legal- Job type:
- Permanent- Salary:
- ££30000 - £35000 per annum- Contact name:
- Ross Roberts- Job ref:
- BBBH15350_1684494992- Published:
- about 6 hours ago- Startdate:
- JulyPrivate Client Assessor/Auditor
Location: Remote
- Limited office attendance to either Bristol or Sheffield
**Salary**: £30,000 - £35,000
Contract: Permanent
CRA Legal are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced wills and trust manager to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.
Roles & Responsibilities
Be a key member of the Estate Planning team working alongside experience solicitors and colleagues supporting the active progression of file
Focus on quality assurance, as such no fee earning or chargeable hour targets are set
Review the preparation of wills, trusts and Lasting Powers of Attorney, ensuring all documentation is legally accurate and in keeping with the clients instructions, feeding back on those necessary changes that may be required.
Liaise closely with all will writers throughout the case, providing feedback and technical support where required
Provide quality assurance to make sure all compliance and regulatory standards and processes are consistently met.
Required Attributes
Qualified solicitor/ CILEX or STEP qualified or equivalent experience
A strong background in a private client environment
Strong legal and wills writing experience
Experience with tax planning
High level of attention to detail
Excellent time management skills
Excellent communication skills both verbally and written
Why this role?
Joining a commercial organisation with a purpose beyond profit
Coaching, training and support to enable personal development
Free gym and spa facilities access
Pension up to 10% employer contributions
Annual incentive scheme
28 days holiday (rising to 32 in line with service)
Additional discounts
-
Energy Auditor
5 days ago
Newcastle upon Tyne, United Kingdom McGrady Clarke Group Ltd Full timeMcGrady Clarke are a management consultancy providing sustainability and energy solutions to our global client base. We operate across multiple sectors and work with our clients to develop bespoke energy management and sustainability strategies. We are currently searching for an Energy Auditor, who will join an established team of energy management &...
-
Fire Risk Assessor
2 weeks ago
Newcastle upon Tyne, United Kingdom ATK SOLUTIONS Full timeCurrently seeking a Fire Risk Assessor to join our client who provide extensive and complex Fire Consultancy services in the commercial, education and residential sectors. You will have the opportunity to work from home and be provided with flexible working for a work life balance with three days on site and two days at home. Fire Risk Assessor job...
-
Nurse Disability Assessor
5 days ago
Newcastle Upon Tyne, United Kingdom TFS Healthcare Full timeAre you an experienced caregiver? We're looking for Nurses, Physiotherapists, Occupational Therapists, or Paramedics who are seeking a brand-new challenge that offers a great work-life balance with countless career progression opportunities. As a PIP Disability Assessor, you will be responsible for carrying out full, holistic, face-to-face assessments with...
-
Tax Senior
1 day ago
Newcastle upon Tyne, United Kingdom Hanami International Full timeDo you see yourself at one of the most reputable accounting firms in Newcastle? A highly prestigious accounting practice is looking for a skilled Private Client Tax Senior / Supervisor About the company: Take your career to the next level at a top 30 firm offering some of the highest salaries for this level. You will quickly feel extreme pride in the...
-
Fire Risk Assessor
2 weeks ago
Newcastle Upon Tyne, United Kingdom Brandon James Health & Safety Full timeA multi-Disciplined construction and property consultancy are looking to bring on a Fire Risk Assessor to join their fire safety team in the Newcastle area dedicated to being proactive, agile and dynamic. The Fire Risk Assessor will be responsible for avariety of sectors including to dealing with fire within commercial and residential settings. **The...
-
Lead Auditor
1 week ago
Newcastle upon Tyne, United Kingdom SGS Full timeSGS are currently looking for lead auditors with backgrounds in construction, manufacturing, engineering and chemical. As a Lead Auditor for SGS, you’ll be responsible for planning and conducting professional management system audits in accordance SGS’ procedures to enable delivery of assessment and certification services that meet customer requirements...
-
Field Quality Auditor
1 week ago
Newcastle upon Tyne, United Kingdom 360 Resourcing Solutions Full time**Our client** have an exciting opportunity for a **Field Quality Auditor** to join the Quality Assurance department in **Newcastle Upon Tyne.** You will join them on **a full time, permanant basis**, and in return, you will receive a **competitive salary.** Our client is the leading supplier of fitted kitchens and bedrooms for new build homes with a market...
-
Quality and Compliance Auditor
1 day ago
Newcastle upon Tyne, United Kingdom GLM Business Support LTD Full timeA brand new role is now available for an experience Quality and Compliance Auditor to join their team in Newcastle. Working for an award winning Legal Firm within their Risk and Compliance Team. The Quality and Compliance Auditor plays a key role in the on-going development and implementation of a comprehensive internal audit function, supporting the...
-
Private Client Solicitor
22 hours ago
Newcastle upon Tyne, United Kingdom Simpson Judge Full timeJob Title: Private Client Solicitor Location: Newcastle or Sunderland Hours: Full-Time or Part-Time Salary: DOE Contract: Permanent About the Opportunity A respected and well-established firm in Newcastle is seeking a dedicated Private Client Solicitor to join its growing team. The firm is open to hiring an experienced solicitor or a capable...
-
Legionella Risk Assessor
2 weeks ago
Newcastle upon Tyne, United Kingdom Future Select Ltd Full timeJob Title: Legionella Risk Assessor. Location: Newcastle-upon-Tyne, Tyne and Wear. Salary / Benefits £22K – £35K + Training + Benefits. Level of Experience: Legionella Risk Assessor through to Legionella Consultant. Our client is looking for a City and Guilds qualified Legionella Risk Assessor to join their successful team in the North East. You will be...