The primary focus will be on private clients and owner-managed businesses.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.
Managing own portfolio of clients ensuring that compliance deadlines are met and client service delivered at a high standard.
Taking on new clients via the firm's website, email and phone enquiries, as well as through marketing initiatives including your own promotion through social media.
General
I am delighted to be partnering with a unique and innovative professional services firm organisation based in Bury St Edmunds seeking to recruit a Tax Executive managing a varied portfolio of Private Clients.
Private Client Solicitor or Legal Executive - Ipswich
About the job
Oculus Legal Group is working in close partnership with a trusted and well-established Top Tier Law firm in East Anglia, assisting with the appointment of a Solicitor/ Legal Executive into our client's reputable Private Client team.
My client is seeking a Financial Services experienced candidate who has spent time working in corporate/employee benefits, though candidates with a solid IFA practice background will also be considered.
Do you have experience of working in corporate/employee benefits, do you want to work for a personable, engaging and rewarding organisation, then read on...
My client is an award winning advice firm with offices across Norfolk and Suffolk and they have been established for all most forty years.
We are looking for a creative and strategic Marketing Executive to lead my clients marketing efforts and drive brand awareness.
The ideal candidate will have a strong background in creating and executing comprehensive marketing plans, managing social media platforms, content creation, and email marketing campaigns.
This role is pivotal in promoting their brand and engaging their target audience effectively.