Client Adviser jobs in Sutton

Private Client Fee Earner We are seeking a new colleague(s) to join an established Private Client team of 4, with exceptional back up from their legal administration and paralegal teams who have been with them for a number of years. Due to current structure, and future growth plans, consideration can be given to qualified and NQ individuals. You'll be responsible for: Managing a range of...

You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley's, Croner-i, Mercia and LinkedIn Learning as required.

You will interpret information obtained during client meetings, conduct research to provide solutions to meet their needs, prepare APTA/ TVC (using SelectaPension) and recommend an appropriate course of action in suitability reports.

You will manage the paraplanning process whilst supporting the advisers, and assist in the training of Junior Paraplanners as required.

Job Advertisement: Stakeholder & Communications External Affairs Adviser Location: Hybrid (Flexible based on location) Rate: £425 per day umbrella Contract: Initial 3 months with potential to extend Are you passionate about shaping the future of energy? Do you have a knack for building relationships and crafting compelling narratives? If so, we have the perfect opportunity for you! Join our...

We are working with a leading payments fintech client who are looking to build out its EU and UK Credit Legal team. The business is looking for 4 experienced lawyers to support expansion across Europe and the UK. The ideal candidate coming in will have a strong background in either payments or consumer credit regulation. One of the four positions covers a UK maternity leave, while the other 3...

Role | Private Client Solicitor Company | Established Regional Law Firm Level | Associate 2+ Based | Manchester Offer | Competitive, dependent on experience We are partnering with an established regional law firm who are looking to recruit a Private Client Solicitor to join their growing private client team. This is an excellent opportunity for a solicitor looking to develop their career...

Private Wealth Partner/Head of Team London A unique opportunity has arisen for a Private Wealth Partner to join a rapidly expanding national law firm with a strong Private Client platform and a clear trajectory of growth and talent investment. The Platform This firm has grown significantly in recent years through strategic expansion and talent acquisition, adding a large number of lawyers...

You will work closely with two highly regarded partners on a broad range of landed estates matters, including succession planning, heritage property, agricultural assets, trusts and cross-border estate issues. The work is complex, high-value and offers excellent exposure from an early stage.

You will manage a varied and high-quality private client caseload, including: - Wills and estate planning - Probate and estate administration

You will join a respected Private Client team handling a broad range of work, including: - Wills, lifetime tax and succession planning - Administration of estates (including complex and cross-border estates) - Trusts – creation, administration and restructuring

Amber River Premier are an award-winning, Chartered Financial Planning firm located in Marlow, Buckinghamshire. We are currently looking to recruit a highly motivated and competent Financial Services Administrator to join one of our 'pods', working alongside a Financial Adviser and a Paraplanner; providing both administrative and client servicing support. As a company we provide bespoke Wealth...

Private Client Solicitor – London - £300k+ Package + Potential Equity The firm is recognised for excellence in legal services and features in The Times Best Law Firms Guide. Members of the Private Client team are ranked in Chambers HNW, Legal 500, and are listed as recommended lawyers in Spears Tax & Trust Index. With a team of over 30 professionals, the department advises HNW and UHNW...

You will be given autonomy to run your own cases and have lots of client contract. You can expect interesting and complex work.

You will advise clients on the most suitable trust vehicle for their requirements and on the associated tax implications. As a Private Client Solicitor, you’ll be part of a close-knit team, and your progress won’t be limited.

You will have strong knowledge across Puma’s entire product range, ensuring communications with clients are both accurate and timely.

You will also support other team members in their day-to-day roles.

You will gain exposure to variety of projects, including working on international and cross-border tax issues, leveraging the fact that MHA is the UK independent member firm of Baker Tilly International. The role will involve dispute resolution and advisory, and our London team has a strong bias towards more complex cases.

Join to apply for the Manager (Private Client) role at ACCA Careers . Be among the first 25 applicants. Company Overview Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance. We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions,...

You will act as a client advocate serving as a key contact within the account team working with an allocation of clients from varying sizes from commercial to large corporate accounts.

You will pose excellent communications skills and the ability to attend external client meetings when required.

You will play a key role in delivering sophisticated private client services, working closely with partners on a broad spectrum of matters, including: - UK and international estate and succession planning for UHNW clients - Cross-border tax structuring and wealth planning - Trust creation, administration and restructuring

Associate / Senior Associate – Private Client (International Trust & Tax) 📍 Central London 💷 £85,000 – £105,000 (DOE) Eclectic Recruitment is supporting a highly regarded UK law firm with a priority hire into its London Private Client team. We are keen to speak with Associate and Senior Associate–level solicitors who bring a specialist international private client skillset. This opportunity...

Role | Head of Private Client Company | Leading London Law Firm Level | Head of Department (8+ PQE) Based | London Offer | £70,000 – £75,000 We are partnering with a highly regarded London law firm who are looking to recruit a Head of Private Client to lead and further develop their established private client offering. This is an excellent opportunity for a senior private client solicitor to...