A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Our client is a Legal 500 ranked, award-winning law firm, is seeking a proficient Legal Secretary to bolster their Private Wealth & Inheritance Department in Surrey.
Step into a role that recognises your expertise and rewards your initiative.
This full-time position offers a chance to be an integral part of a dynamic team, providing essential support to 14 fee earners.
Our client is a full-service law firm celebrated for its innovative and ambitious approach, invites applications for a Private Wealth & Inheritance Fee Earner position, ranging from Paralegal to a qualifed Solicitor with 5 years PQE.
Elevate your career trajectory in the realm of Private Client services with a prestigious role at a Legal 500 ranked firm.
The firm's reputation for nurturing growth and fostering enduring relationships is matched by a track record of surpassing market expectations with impressive organic growth.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Our client is looking for an additional DB Paraplanner to join their team.
My client is currently looking for a Legal Secretary to join their expanding Private Wealth and Inheritance department based in Farnborough.
Your role is to be the first point of contact for new client enquires, provide secretarial work, diary management, file administration and also help with business development administration.
This role is to be apart of a wider support team which assists the 14 fee earners in the team currently.