We are working with a boutique financial services company known for their personalised approach and dedication to providing tailored solutions to clients.
As a smaller firm, they focus on building strong, long-lasting relationships and delivering exceptional service through close collaboration and innovative thinking.
The team is passionate about fostering a supportive environment where every member has the opportunity to contribute and grow.
The successful candidate will handle a substantial caseload and provide high-quality legal advice to both current and potential clients, as well as support other departments within the firm.
We are seeking an experienced Private Client Solicitor to lead our Estate Administration Department.
This is a pivotal role within our firm, offering an exciting challenge for a candidate who is keen to expand our clientele, deliver exceptional client service, and manage a department.
This role will involve a variation of duties including:
An exciting opportunity has arisen for a senior Private Client Solicitor to head up a team and take the next step in their career.
The respected law firm in Dorset is seeking an accomplished, disciplined and client-focused Private Client fee earner to join the Private Client team in its Poole office as the Head of Department.
This will enable you to help our customers find the perfect products tailored to their lifestyle and requirements.
You will spend time building great relationships with customers by listening and understanding their needs.
About the roleAs an optical consultant you will be working on the shopfloor providing a high standard of care to our customers, recommending products to aid their health and lifestyle.
Handling customer account queries as a primary contact.
General
You will bemanaging and controlling debts, collecting invoices, and ensuring effective credit management while delivering exceptional customer service.
An excellent opportunity has arisen for a Credit Controller / Accounts Assistantwith ideally 3 years' experience to join a leading supplier of PPE, workwear, and safety equipment.
Posted by Brown & Brown (Europe) • £20K/yr to £33K/yr
The Private Clients Insurance Adviser is central to the region and alongside the team will deal with all sizes including more technical personal insurances.
Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs.
Alan & Thomas Insurance (part of Brown & Brown Europe) are currently looking for a Private Clients Insurance Adviser to join the successful and experienced team based out of the Poole/Dorchester office location.
Posted by Page Personnel Finance • £25K/yr to £28K/yr
Building and maintaining excellent relationships with customers, understanding their needs to determine appropriate actions to take.
The role will involve the management of customer accounts, and resolving payment issues/queries all whilst providing a great level of customer service.
My client, based in Poole, are a leading retail brand operating for over 40 years in their sector.