- Protecting and managing wealth now and in the future through inheritance tax, estate planning and estate administration.
- Lifetime planning, including Lasting Powers of Attorney, Court of Protection (COP) and professional deputyship services and the protection of vulnerable adults.
- Trusts, with a dedicated trusts team of specialist lawyers to help clients set up and administer trusts.
- A minimum of 2 years PQE withahighlevel ofprivate client technical knowledge.
- Theability to work with minimal supervision.
- Aclient-centred focus,taking responsibility for servicelevelsand proactivelymaximisingand improvingclient relationships.
- A can-do, motivated and positive attitude.
- Excellent written andoralcommunication skills.
- Good team player to include liaising with other teams.
- IT skills – use of a probate case management would be beneficial.
- A private client specific accreditation or qualification such as STEP or SFE would be ideal.
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Client Team Leader
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Client Team Administrator
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Office Angels London, United Kingdom**Client Team Administrator** · **Permanent** · **Wimbledon - flexible working** · **Up to £40,000pa** · **Start date: Asap** · **Benefits include: Private healthcare, 23 days holiday and quarterly bonus incentives** · **Overview**: · An **exciting opportunity**to join an **amazi ...
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Client Team Administrator
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Office Angels London, United Kingdom**Client Team Administrator** · **Permanent** · **Wimbledon - flexible working** · **Up to £35,000pa** · **Start date: Asap** · **Benefits include: Private healthcare, 23 days holiday and quarterly bonus incentives** · **Overview**: · An **exciting opportunity**to join an **amazi ...
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Sphere Digital Recruitment London, United Kingdom**Client Services - Corporate Reporting SaaS Platform - Hybrid - £30k-£40k base** · **The Company** · My client are Europe's leading collaboration SaaS platform for corporate reporting. They are a start-up company who have found a niche in the market, they provide businesses a pl ...
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Client Experience Team Lead
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Foster Denovo London, United Kingdom**Location** · Weybridge/London · **Application Deadline** · Friday, June 28, 2024 · **Job Summary** · **About Us** · Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scal ...
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Client Services Team Member
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ISS Facility Services London, United Kingdom**Contract: Banking** · *** · **Location: London** · *** · **Hours of work: 40** · *** · **Contract Type: Permanent** · *** · **We are hiring someone to join our Client Services Team to be a highly motivated team member, you will be at the forefront of our client-facing operation ...
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Client Services Team Leader
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Bryan Cave Leighton Paisner LLP London, United Kingdom**Team** · *** · **Client Services Team** · **Reports to** · *** · **UK Facilities Manager** · **Purpose of job** · The role is to manage the day-to-day operations of the client services and switchboard teams, with support from the UK Facilities Manager, to ensure all clients and ...
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Client Service Team Member
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Willis Towers Watson London, United KingdomThe Role · The Client Service Team is responsible for: · - Ensuring that all documentation is accurate and WTW "Client Excellence Model" compliant · - Draw on expertise within specialist teams within the BU and across the group for clients as required · - Understand the client's ...
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Client Services Team Member
3 weeks ago
ISS Facility Services London, United Kingdom**Contract: Professional & Technology Services** · *** · **Location: London** · *** · **Hours of work: 40** · *** · **Contract Type: Permanent** · *** · **In Livv Workplace we create places that work, think and give. You will form a key part of this placemaking culture, driving t ...
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Link Group London, United Kingdom**Overview** · Link Treasury Services currently have an exciting opportunity for an Asset Finance Administrator to join the team. You will work as part of the small Lease Advisory team providing an efficient and professional support service to the business. The Administrator will ...
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Client Service Team Member
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ISS Facility Services London, United Kingdom**Client Services Team Member** · **Contract: Banking** · **Location: London** · **Hours of work: 40** · **Contract Type: Permanent** · We are hiring someone to join our Client Services Team to be a highly motivated team member, you will be at the forefront of our client-facing o ...
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Client Services Team Leader
2 weeks ago
Financial Divisions London, United KingdomMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced Team Leader to support IFA Administrator/client services team. · You will be knowledgeable and experienced with pensions, investment ...
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Client Services Team Leader
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Junior Client Team Leader
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Client Operations Team Lead
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Weavr London, United Kingdom**Hybrid Malta, London and Newcastle **or** UK Remote **(Sorry no sponsorship) · Weavr is the easiest way for businesses to embed relevant financial services into software at the point of need. Founded by serial entrepreneurs who are leaders in the fields of payments and fintech, ...
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Client Services Team Lead
1 day ago
capital London, United KingdomWe are a Fintech company with a difference, we use innovative technology to develop the most easy-to-use and transparent financial trading platform on the market. · We're seeking a **Client Services Team Lead** to join our team and help spread our message. · **Key responsibilitie ...
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Client Vetting Team Lead
1 week ago
FDM Group London, United KingdomFDM Group is a global professional services provider with a focus on IT, working with over 300 clients across multiple business sectors. FDM's business model is both unique and robust, bringing people and technology together by providing training and career opportunities for peop ...
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Client Service Team Member
5 days ago
ISS Facility Services London, United Kingdom**Client Services Team Member - Corporate Receptionist** · **London** · Competitive salary with excellent benefits - please contact the recruitment team for this information although we don't advertise our salaries, you won't be disappointed · - _As a Client Service Team member, ...
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Client Services Team Leader
1 day ago
Financial Divisions London, United KingdomMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced Senior IFA Administrator/Team Leader to support a small team of IFA Administrators/client services team. · You will be knowledgeable ...
Solicitors - private client team - United Kingdom - Debenhams Ottaway LLP
Description
We are looking for solicitors with a strong technical background who are confident working on complex private client matters and able to provide high levels of client service.
Our private client team is one of the largest and most experienced in Hertfordshire with four partners, one consultant, three senior associates, six solicitors, a court of protection manager and four legal assistants. We are ranked tier 1 in Legal 500 and band 1 in Chambers HNW.
We look after the needs of a vast number of Hertfordshire families but what sets us apart is our appeal to wealthy clients in London and the rest of the UK and those looking for a specialist trusts team. Our team is grouped into three main areas:
Our clients:
90% of work comes from existing clients and referrer recommendations. 100% of client survey respondents would recommend us to family and friends.
We continue to work closely with the leading financial advisers including St James' Place and Tilney, as well as many banks, and regularly advise their London clients.
By raising our profile and developing relationships with other professional advisers we have seen a significant rise in young professionals, celebrities, entrepreneurs, business owners and wealthy young families in Hertfordshire, London and across the UK coming to us for advice.
Working with family, corporate, property and employment teams in the wider private wealth sector, we are developing long term and broader relationships with high net worth clients, helping them with many aspects of their personal and business lives.
To maintain and maximise client service standards we are Law Society WIQS (Wills and Inheritance Quality Scheme) accredited.
Progression, growth and opportunities:
Growing and encouraging our future talent is a priority and we help our solicitors to develop specialisms and skills to succeed. Being one of the largest teams in Hertfordshire, we are renowned for the level of our training, supervision and support. Half of the lawyers, and three of the four partners, in the team trained and qualified at Debenhams Ottaway.