We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally.
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive.
This vision touches everything we do, motivating and inspiring us to become better every day.
The role requires strong analytical skills and involves the review and analysis of information including, but not limited to, construction, technical and operational reports customer financial statements, project finance financial models, due diligence and administration of the Loans in accordance with the terms of Financial / Legal documentation along with preparation of associated applications.
The role of AVP exists to manage a portfolio of Project Finance Loan transactions of a complex nature, dealing with waiver requests and variations, the monitoring of risk, application of associated credit grades and various other administrative tasks, such as KYC, documentation and covenant compliance.
An exciting opportunity has arisen for an Executive Administrative Assistant to join a leading global financial services firm.
This role offers the chance to work within the Private Credit and Equity division, providing essential support in a dynamic and fast-paced environment.
The successful candidate will enjoy a competitive salary of £28 per hour and the convenience of working in Canary Wharf, one of London's most vibrant business districts.