One of my well-respected clients is looking for a experienced Paralegal to join their busy Private Client team based in their Bexleyheath office.
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.
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.
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?
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.