We are recruiting for a Wealth Management firm who is recruiting for someone who can work with the Financial Advisers assisting with the administration within our Legal Services department, dealing with Wills, Probate and Lasting Powers of Attorney. You'll be handling all aspects of our private clients needs.
You will come from a legal & ideally a financial background, having confidence to deal with a range of private client matters, principally Wills, LPA's, discovery & Probate. The ability to operate within a busy, client focused and regulated environment is critical.
- Background in Wills, LPA's, Discovery & Probate
- Legal qualifications would be a distinct advantage
- Excellent communicator, both written and oral
- Highly levels of organisation, attention to detail, focus and energy
- Ability to work to tight deadlines
- Confident in dealing with internal and external stakeholders
- A passion for excellence and putting the client first
If you wish to take your career to the next level, working for a successful financial services practice, then please get in touch today
Please apply on the Dynamite Recruitment website or call Chloe on 02392 455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.