This is a senior level, long term appointment for someone who will succeed the current Head of Private Client in a few years.
A rare succession opportunity has become available in Bradford with one of the region's leading law firms.
It is essential that you have drive and ambition, and that you are keen to forward plan your career with this highly reputable regional firm for many years to come.
Posted by Anna Maher Recruitment • £28K/yr to £32K/yr
The Private Client Paralegal will need to have a strong working understanding of Wills and LPAs, a confident proactive approach to their work, excellent communication skills and must be confident meeting with and advising clients both within an office environment across the group and occasionally at a client's own home.
My client is a multi-disciplined professional services company which includes Chartered Accountants, Tax Advisers, Financial Planners and Legal professionals working across eight offices in Sheffield, Chesterfield, Rotherham, Wakefield, Leeds, Harrogate, Huddersfield and Buxton.
This is an exciting full-time opportunity to join an expanding practice who are looking to strengthen their existing Wills and Probate team by recruiting a confident, professional and dedicated Paralegal.
Autonomously scope and deliver projects to clients.
General
The ideal candidate will have a deep understanding of private client tax, with experience in estate planning, trust management, and a strong grasp of account management.
This role offers the opportunity to lead a dynamic team, shape the strategy of a successful firm, and work towards partnership in a supportive environment.
Posted by Insurance Recruitment Services • £25K/yr to £50K/yr
General
An opportunity has arisen with one of our West Yorkshire based clients for a Private Clients Account Handler to join a well-established team.
This role will see you supporting a highly successful team of Account Executives in all areas of personal lines products, to include Motor, Household and Travel insurance.
The Job/Duties
You will work with a range of existing clients and new enquiries through incoming calls, offering advice, customer service and sales quotations.
Posted by Cowell Recruitment Ltd • £25K/yr to £50K/yr
Due to expansion, an exciting position has become available for a Private Clients Account Executive to join our friendly and professional team.
Cowell Recruitment are delighted to be assisting our client in their search for a Private Clients Account Executive based in Heaton Mersey, Greater Manchester.
You will be working for a boutique specialist risk brokerage providing the best-in-class insurance solutions to a wide range of clients that incorporate large corporates, boutique businesses and high-net worth individuals.
If you are a private client Chartered Legal Executive or STEP qualified fee earner looking to join a family friendly and flexible business which is in growth mode then this opportunity in Leeds is not to be missed.
This team is very well established with a huge will bank and a very loyal and extensive client base.
As a result, new instructions have continue to increase and they are in an enviable position of having too much work.
25-day annual leave entitlement, plus bank holidays.
Free onsite parking.
A Continuous Learning Program to keep you in the loop with relevant progression within the business and changes to economic mechanics, policies, and procedures.