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.
My client is a long-established and highly respected firm in Devon, with roots tracing back to the 1800s.
Their reputation for local expertise and personalised client care has secured a strong client base in Tavistock and across West Devon and Southeast Cornwall.
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.
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 The Recruitment Experts • £50K/yr to £70K/yr
The Letting Experts
Self-Employed Lettings Agent - We are looking for like-minded individuals (and couples) who want to start their own lettings business.
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.
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.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Do you thrive on building strong client relationships, overseeing projects, and providing proactive planning and advisory work?
Ready to take your career to the next level, managing a diverse portfolio of clients and leading a talented team of accountants?
If you're looking for a role with plenty of responsibility, flexibility, and a dynamic working environment, this Client Manager job in Exeter could be perfect for you!
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.