1. Join #TeamDA as a Business Assistant
Are you a compassionate, proactive and detail driven person who enjoys meeting new people and working as part of a team? We are actively looking for a Business Assistant to join our Estates Planning team. If you are enthusiastic about helping people, align with our values, and are eager to contribute to a thriving professional environment, we encourage you to apply and become an integral part of the ongoing success at David Allen. An excellent opportunity for both experienced candidates or those looking to take the next step on their career ladder, find out more about the role below and apply today.
About this role
As a Business Assistant, you will assist with the effective, compliant and client-friendly estates planning and will-writing service to David Allen clients, thereby adding value to, and supporting, the Estates Planning Team in their corporate objectives and client services.
You will also assist with the effective operation and promotion of the David Allen Wills and Estates Planning service, generating new client relationships and referrals and thereby contributing to team business objectives.
About David Allen
Established in 1997 and with a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll and Wills and Probate.
From the very beginning, David Allen have been committed to great client care – blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.
In return for dedication and hard work we offer the following company benefits
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.