This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
Posted by The Integrated Talent Partnership • £60K/yr to £80K/yr
The Role
You will be responsible for managing and undertaking fee earning work for a variety of private clients, providing efficient and effective legal advice, assistance and representation, from simple wills to high-net-worth estates, elderly client matters and tax planning.
General
They are looking for a Private Client solicitor to join their busy, fast paced practice.
My client is a prestigious law firm with an enviable reputation built over many years and evidenced by client loyalty.
Posted by The Recruitment Experts • £50K/yr to £70K/yr
The Letting Experts
More importantly, they have to share our vision to raise the standards in letting agency by providing a first class service, excellent property management and outstanding service for clients.
We are looking for like-minded individuals (and couples) who want to start their own lettings business.
You will be responsible for handling a caseload of transactions, providing conveyancing for clients and delivering completions within the required timeframes as per the terms of their transactions.
My client is an established law firm who specialise in residential property and have been through an exceptional period of growth over the last 5 years.
They are looking for additional Remote Working Conveyancing Fee Earners to join their growing team due to further ambitious plans to expand.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
With a commitment to delivering high-quality financial services, they work with a diverse portfolio of clients across various industries.
Job Summary: As an Accounts Manager, you will play a pivotal role in managing a portfolio of clients, overseeing a range of financial services, and ensuring the delivery of exceptional accounting solutions.
ProTalent are working with a reputable accountancy practice with a thriving office in Central Exeter, they're seeking a dynamic and experienced Accounts Manager to join a dedicated team.
Posted by TSR Legal Recruitment • £23K/yr to £26K/yr
The Private Client department handles a wide array of legal matters and comprises a team of 40, including both fee earners and support staff.
Private Client work is a key focus at this firm, and it represents the largest department in their organisation.
The firm works with a diverse range of clients, including farmers, landowners, and high-net-worth individuals, providing the firm with a client base that rivals any in the South West.
Posted by Candidate Source Ltd • £300/day to £500/day
This role is working on a hybrid basis out of our clients Exeter or Birmingham office.
The role of the Head of Legal Practice - Estates administration & Probates is to be responsible for governance, risk, overall compliance and legal expertise enabling the business the business to deliver financial, operational and service objective.
We are looking for a Head of Legal Practice with experience in Estate administration & Probates to join our clients existing team.