Client advisor Work, Jobs in Dalwood, Dev (with Salaries)

Private Client COP Paralegal
Porter Dodson —Taunton
- Writing skills
- Administrative experience
- Organisational skills
Health, Safety and Wellbeing Advisor
Balfour Beatty —Taunton
- Hybrid work
- Travel
- In-person
- Communication skills
- Annual leave
Health, Safety & Wellbeing Advisor
M Group —Exeter
- Communication skills
- Annual leave
- Employee assistance programme
Residential Sales Manager
Connells Group —Taunton
- Customer service
- Computer literacy
- Computer skills
Quick apply
7d
Real Estate Relationship Manager
Lloyds Banking Group —Exeter
- Full-time
- Hybrid work
- Business development
- Communication skills
- Banking
18h
Assistant Manager or Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Continuous improvement
- Team management
- Organisational skills
- Employee assistance programme
Project Manager
VINCI Construction —Bridgwater
- Hybrid work
- Continuous improvement
- Organisational skills
- Contracts
- Annual leave
- Employee assistance programme
Graduate Environmental Advisor - Taunton - 2027
Stantec —Taunton
- Hybrid work
- Bachelor's degree
8d
Senior Tax Manager
PKF Francis Clark —Exeter
- Hybrid work
- Analysis skills
- Mentoring
- Training & development
4d
HSEQ Advisor
Network Plus —Exeter
- £40,000 - £55,000 a year
Quick apply
6d
Associate Transport Planner
City Science —Dawlish
- Full-time
- Hybrid work
- Computer Science
- Engineering
- Master's degree
- Annual leave
- Employee assistance programme
Quick apply
7d
Health and Safety Advisor – Piping scope – Taunton – Contract
Mactech Energy Group —Taunton
- £375 - £87,500 a year
- Continuous improvement
- Construction experience
- Leadership
Senior Project Manager - Construction
Mace —Bridgwater
- Full-time
- Hybrid work
- Analysis skills
- Quality control
- Contracts
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Taunton
- Hybrid work
- Business development
- Mentoring
- Training & development
Chief Finance Officer - South West
The CFO Centre —Exeter
- Hybrid work
Quick apply
Lead SHEQ Advisor
JN Bentley —Exeter
- Full-time
- Travel
- Mentoring
- Training & development
Quick apply
Civil Engineer - Ports & Marine Infrastructure
Moffatt & Nichol —Exeter
- Full-time
- Microsoft Word
- Civil engineering
- Microsoft Excel
Quick apply
Skilled Operative - Bridgwater
CML —Bridgwater
- Maintenance
- Mentoring
- Cleaning
- Employee assistance programme
- Referral programme
Quick apply
Senior Environmental Consultant (Marine Development)
Royal HaskoningDHV —Exeter
- £40,000 - £52,000 a year
- Part-time
- Analysis skills
- Communication skills
- Time management

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Private Client COP Paralegal

Porter Dodson -
Taunton

Apply Now

Job details

Permanent

Benefits

Free flu jabs
Company pension
Discounted gym membership
Private medical insurance

Qualifications

Writing skills
Filing
Legal secretarial experience
Microsoft Office Suite
Administrative experience
Legal drafting
Organisational skills
Computer skills
Client onboarding compliance checks
Legal practice experience

Full job description

Description

We have an excellent opportunity for a Paralegal to join our Court of Protection and Management of Personal Affairs specialist team within our Private Client department in Taunton. The successful applicant will undertake both administrative and fee-earning work to enable the Legal Advisors within the team to ensure that matters are run efficiently and with our clients’ needs at the forefront of everything we do.

Key Responsibilities

The work will involve:

Open files, assist in the preparation of initial client engagement documentation.
Review client ID documents to ensure compliance with Money Laundering obligations and internal policies.
Ensure all post, email correspondence and attachments are entered on to Peppermint and Matter Summary Sheets are updated accordingly.
Draft straightforward legal documents and correspondence using the precedents provided, filing documents online where appropriate and develop skills to deal with more complex transactions.
Contribute to the maintenance of a strict diary note of deadlines and timescales relevant to Legal Advisor(s) matters.
Attending client meetings or meetings with third parties where appropriate and taking comprehensive notes.
Ensure all photocopying and scanning is accurate; take responsibility for checking photocopying/scanning done by Office Assistant.
Attend to clients and third parties on the phone and in person, accurately recording any messages and passing on to the appropriate person without delay.
Provide proactive administrative support and matter management tasks that include but are not limited to keeping up to date with progress on matters; identifying follow up actions needed; proactively contributing to team billing and file closures where appropriate., WIP, disbursement and debts, file closure and residual balances.

Skills, Knowledge and Expertise

Working closely with the fee earners in our Private Client department, this role would best suit someone who is proactive and enthusiastic, with great interpersonal skills and the ability to communicate with people at all levels. Excellent organisational skills and the ability to work flexibly to deadlines will be important. Strong administrative skills are essential, along with the ability to forge strong relationships with clients built on trust. More technical requirements include excellent IT skills including the use of Microsoft office and Outlook. Ideally you will have experience in a law firm environment providing legal support to fee earners, but we welcome applications from those who feel they meet the requirements of the role and have a proactive and caring approach to client work.

Benefits

In addition to a competitive salary, you will also get:

25 days holiday, plus Bank Holidays
Extra Day of Holiday for your Birthday
Flexible Working
Private Healthcare
Pension Scheme(s)
Life Assurance
Eye Tests
Flu Jabs
Corporate Gym Membership Discounts
Legal Support
Opportunities to get involved with charity fundraising, sports teams and office socials

About Porter Dodson

Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset.

We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market sectors gives our clients a superb service grounded in the real world.

What makes Porter Dodson a great place to work is our people and our culture. Our team are the lifeblood of the firm, and we are fully committed to ensuring our team are motivated, well cared for, and fulfilling their potential at work. Our people are our priority, which is why we have such excellent staff retention rates and how we have sustained a gold accreditation from Investors in People since 2016.

Apply Now

Refine Your Search

client advisor jobs in dalwood, dev

Private Client COP Paralegal

Health, Safety and Wellbeing Advisor

Health, Safety & Wellbeing Advisor

Residential Sales Manager

Real Estate Relationship Manager

Assistant Manager or Manager, Quality, Risk & Compliance

Project Manager

Graduate Environmental Advisor - Taunton - 2027

Senior Tax Manager

HSEQ Advisor

Associate Transport Planner

Health and Safety Advisor – Piping scope – Taunton – Contract

Senior Project Manager - Construction

VAT (Indirect Tax) Senior Manager

Chief Finance Officer - South West

Lead SHEQ Advisor

Civil Engineer - Ports & Marine Infrastructure

Skilled Operative - Bridgwater

Senior Environmental Consultant (Marine Development)

I want to receive the latest job alerts for client advisor in dalwood, dev

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