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

Private Client Trusts Solicitor or Legal Advisor
Porter Dodson —Exeter
- Hybrid work
- Communication skills
IT Trainer
Your Tech Future Ltd —Exeter
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- IT
- Communication skills
- Health & wellbeing programme
Quick apply
4d
Health, Safety and Environmental Business Partner
National Westminster Bank PLC —Exeter
- £41,183 - £58,140 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
- Annual leave
4d
Experienced Sales Negotiator & Valuer
Woods Estate Agents —Teignbridge
- £30,000 - £40,000 a year
- Full-time
- Sales
- Driving
- In-person
Quick apply
5d
Registered Veterinary Nurse - join an award winning practice + supportive team
Vets for Pets —Newton Abbot
- £15.00 - £16.20 an hour
- Part-time
- Employee discount
Senior Civil Engineer (Maritime)
Royal HaskoningDHV —Exeter
- Analysis skills
- Travel
- Communication skills
Civil Engineer - Mid to Senior Level
Moffatt & Nichol —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Engineering
Quick apply
Client Care Advisor
Vets for Pets —Exeter
- 8 hour shift
- Computer literacy
- Employee discount
22h
Luxury Showroom Sales Advisor
Quorn Stone —Exeter
- £26,000 - £28,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Paid training
- Employee assistance programme
6d
Client Care Advisor
Vets for Pets —Torquay
- £12.71 an hour
- Weekend availability
- Administrative experience
- Organisational skills
- Communication skills
- Employee discount
5d
Lead SHEQ Advisor
JN Bentley —Exeter
- Full-time
- Management
- Travel
- Construction
Quick apply
17h
Senior Lawyer (Adults) - 37 Hours
Torbay Council —Torquay
- £55,437 - £58,525 a year
- Call to connect
- Hybrid work
- English
- Analysis skills
- IT
- Annual leave
Quick apply
5d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Private Client Trusts Solicitor or Legal Advisor

Porter Dodson -
Exeter

Apply Now

Job details

Permanent

Benefits

Free flu jabs
Company pension
Discounted gym membership
Private medical insurance

Qualifications

Communication skills

Full job description

Description

We have a unique opportunity in our Trusts team to assist with the current busy workload. Offering interesting and varied work, this position will play a key role in supporting and expanding the Firm’s client base and new referrals in this area of the practice whilst adopting efficient working practices to ensure commercial objectives are met or surpassed. This role can be hybrid with a mixture of home and office working, with flexibility to work across our 7 offices in the South West as well as full time or part time working options.

In addition to your private client enthusiasm and expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.

Key Responsibilities

Role responsibilities include:

Trust creation and advice
Trust administration and compliance
Managing Trust assets
Advice on taxation
Asset management and investment
Beneficiary communication and education

Skills, Knowledge and Expertise

Joining our reputable private client department, this role would best suit someone who can demonstrate sound knowledge and a commercial application of the law and practice in this area. With a private client background and trust administration experience, the successful candidate must be able to manage their own caseload with supervision from a Partner. We believe someone with great trusts experience who may not be a qualified solicitor may also be a good fit for this role, so if you feel as though you have the right background, we will welcome an application from you.

You will be ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. The right candidate will have a growth mindset with the ability to see the bigger picture.

Porter Dodson offers genuine development opportunities for those who are motivated and flourish in an environment where contribution and commitment is opportunity for career development and progression within a transparent and structured framework.

Benefits

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

Flexible Working
25 - 30 days holiday, plus Bank Holidays
Extra Day of Holiday for your Birthday
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 crediton, dev

Private Client Trusts Solicitor or Legal Advisor

IT Trainer

Health, Safety and Environmental Business Partner

Experienced Sales Negotiator & Valuer

Registered Veterinary Nurse - join an award winning practice + supportive team

Senior Civil Engineer (Maritime)

Civil Engineer - Mid to Senior Level

Client Care Advisor

Luxury Showroom Sales Advisor

Client Care Advisor

Lead SHEQ Advisor

Senior Lawyer (Adults) - 37 Hours

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

Related Searches

Explore jobs in more locations

Description

Key Responsibilities

Skills, Knowledge and Expertise

Benefits

About Porter Dodson

Jobseeker tools

Employer Tools

Browse

Stay Connected