Job Description
Here's a great opportunity to join an excellent Dorset Private Client team !
Working in the scenic town of Poole which has so much to offer this is a fantastic opportunity to join a highly collaborative environment where you can grow and develop your career.
You should you have previous experience gained within a private client or private wealth team supporting fee earners and you may even have had some fee earning experience yourself.
This is a varied position, and your responsibilities will include but not be limited to:
* Handling client enquiries and liaising with third parties professionally.
* Managing file opening and closing, ensuring adherence to AML, client care, and compliance procedures.
* Assisting in the preparation of Wills and Lasting Powers of Attorney (LPAs).
* Drafting attendance notes, maintaining accurate records, and completing routine administrative tasks.
* Attending Will signings and supporting other client meetings.
Benefits Include :
* Company events
* Company pension
* Free parking
* On-site parking
* Sick pay
* The chance to develop your career in a friendly and professional organisation
We'd love to hear from you !
So please get in touch to hear more about this excellent opportunity in a department where you can stand out.