This is an excellent opportunity for an experienced private client executive to work for a successful firm that supports its employees.
Working within an established team and under a supportive and experienced partner, you will manage your own caseload of a wide variety of private client files.
The firm offers great career development and a friendly environment.
My client is currently looking for a Private Client Solicitor/Legal Executive to join their well established team based in Sevenoaks.
The Private Client department makes up the firms largest department and they work on a wide range of private client topics.
This role is looking for someone to come in and manage a varied caseload of work, including the preparation of wills both simple and complex, administration and creation of trusts, inheritance tax planning, administration of estates, lasting powers of attorney and some court of protection work.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
My well-regarded client is currently looking for a Solicitor or Chartered Legal Executive to join their busy Private Client team based in Cranbrook/Kent.
Are you a newly qualified Private Client solicitor or someone who has experience working within Private Client law and are looking for your next role?
My clients are expanding their sales team due to company growth and are looking for experienced sales individuals who are driven and motivated to achieve targets whilst providing a professional service.
Are you looking for a financial rewarding role
Do you have a natural ability to build rapport with clients?
General
Do you have sales experience and looking for a new opportunity?
Our client are a fiercely independent, chartered Insurance broker, who have built a reputation within the markets in which they operate, as delivering outstanding client service.
They do not set New Business targets for Account Executives, and do not have a commission culture because they feel this can work against clients receiving the best advice possible.