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Permanent

Wealth Management Assistant

Exeter
money-bag 24700.00-24700.00 Annual
Posted 3 weeks ago

Dani from Avocet Commercial Careers is pleased to present an excellent opportunity for a Wealth Management Assistant to join a prestigious law firm''s Private Client department in Exeter. This position offers an ideal blend of administrative expertise and client interaction within a supportive and growing team environment. About the Client Our client is a distinguished legal practice with an outstanding reputation for delivering exceptional service to high-net-worth individuals. The firm has established itself as a leader in wealth management and estate planning, with a strong commitment to colleague development and wellbeing. About the Role The successful candidate will join the thriving Wealth Management Team, providing crucial support to fee earners who specialise in complex private client matters for high-net-worth individuals. The team focuses on sophisticated later-life planning, including will preparation, inheritance tax planning advice, trust creation, estate administration, and specialised succession planning for business owners. This position offers flexible and remote working options while maintaining connection with the vibrant Exeter office environment. Wealth Management Assistant Responsibilities: Provide comprehensive administrative support to multiple fee earners, enabling them to operate efficiently Manage professional diaries and coordinate appointments effectively Establish and maintain communication with clients and third parties via telephone and ..... full job details .....

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