Posted by Elite Touch Group Ltd • £25K/yr to £30K/yr
Elite Touch Group are working with their well-established client who is seeking a Paralegal to join their busy Residential Conveyancing Team.
Duties will include assisting a conveyancer with their caseload, liaising with clients, preparing for completion including drafting bills and completion statements, registration and post completion matters.
The successful applicant will have a minimum of 2 years' experience in residential conveyancing and be familiar with conveyancing transactions, possess a good telephone manner, excellent attention to detail and an ability to work under pressure.
Posted by Elite Touch Group Ltd • £25K/yr to £30K/yr
Elite Touch Group are working with their well-established client who is seeking a Paralegal to join their Private Client Team.
The successful applicant will have a minimum of 2 years' experience in within Private Client and be familiar with Wills and Probate matters, possess a good telephone manner, excellent attention to detail and an ability to work under pressure.
Duties will include assisting to assist a partner in her caseload with a view to building up to having a caseload of your own.
One of my well-respected clients is looking for a experienced Paralegal to join their busy Private Client team based in their Bexleyheath office.
The ideal candidate will have experience working within a private client role previously including experience drafting Wills and LPA, have good organisational skills, have the ability to work unsupervised and have good interpersonal skills.
This role includes you taking instructions from clients, drafting legal documents (Wills and Lasting Powers of Attorney), you will also be required to provide advise in relation to Lasting Powers of Attorney.
Posted by ACS Recruitment Solutions Ltd • £25K/yr to £30K/yr
General
Paralegal Private Client
The role includes but is not limited to the following
To take instructions from clients at the office by prior appointment in relation to straightforward Wills.
Following the appointment, to prepare, explain and submit draft documents for approval as quickly as possible ideally on the same day or within 24 hours.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
5 days in the office per week during probationary period.
Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing?