Client solicitor Work, Jobs in Budleigh Salterton, Dev (with Salaries)

Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
1-5 PQE Solicitor, Chartered Legal Executive or Licensed Conveyancer
Tozers —Exeter
- Full-time
- Communication skills
- Marketing
Join Our Growing Legal Team in Devon – Multiple Vacancies for Solicitors/CILEX/Paralegal/Secretarial
Gilbert Stephens Solicitors —Exeter
- £26,000.00 - £57,976.64 a year
- Part-time
- In-person
Quick apply
Clinical Negligence Secretary/Legal Assistant
Tozers —Exeter
- Full-time
Sales Negotiator/Administrator - Holiday Complexes
Stags —Exeter
- From £26,000 a year
- Full-time
- Organisational skills
- Front desk
- In-person
- Health & wellbeing programme
Quick apply
0-5 PQE Litigation Solicitor or Chartered Legal Executive
Tozers —Exeter
- Full-time
- Hybrid work
Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
Administrator- Property Transfer
Innovus —Torquay
- Up to £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Administrative experience
Quick apply
8d
Corporate Commercial Associate - Partner
Porter Dodson —Exeter
- Full-time
- Hybrid work
- Business development
- Team management
- Contracts
Senior Rehabilitation Case Manager - Exeter
Proclaim Care Limited —Exeter
- £52,000 - £55,000 a year
- Full-time
- Continuous improvement
- Case management
- Travel
- Annual leave
- Work from home
Client Services Representative Receptionist
AmicusLaw Southwest LLP —Heavitree
- £23,500 a year
- Full-time
- Analysis skills
- Travel
- Front desk
Quick apply
Family Law Trainee Assistant
Almy & Thomas Ltd —Torquay
- From £23,124 a year
- Part-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
5d
0-5 PQE Family Solicitor or Chartered Legal Executive
Tozers —Exeter
- Full-time
- Hybrid work
- Communication skills
12d
Conveyancing Assistant
Tozers —Exeter
- Full-time
Estate Administration Solicitor or Chartered Legal Executive
Tozers —Teignmouth
- Full-time
- Mentoring
- Organisational skills
- Communication skills
Admin / Sales Progressor
iMove Estate Agents —Torquay
- £26,500 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
Quick apply
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work
Senior Associate - Construction Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Business development
- Travel
- Contracts
Quick apply
Associate - Insurance Disputes
Trowers & Hamlins —Exeter
- Full-time
- Hybrid work
- Communication skills
- Marketing
Quick apply
Private Client Trusts Lawyer - Senior Associate
Porter Dodson —Exeter
- Hybrid work
- Business development
- Communication skills

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Paraplanner/IFA Report Writer

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £40,000 a year

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Suitability report preparation
Stakeholder liaison
Estate planning

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Medical & General Mortgages, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Paraplanner or Trainee Paraplanner to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. Deal effectively with queries from clients and other parties.

2. Collect and collate information in accordance with the principles of ‘know your client’ and ensure all the required compliance documentation is present and correct.

3. Working with the adviser, you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial suitability report.

4. Liaise with product providers and other third parties to acquire additional information that may be required to assess the clients’ needs and to formulate recommendations.

5. Construct financial planning solutions (investment, retirement, tax and estate planning).

6. Assist in identifying areas for planning and sourcing solutions suitable to meet the clients’ needs and objectives. This will include assisting in the preparation of tax calculations and cash flow forecasting, where necessary.

7. Prepare suitability letters and reports for approval by the adviser and prepare associated documentation as required. This will include the completion of documentation ready for clients to check and sign.

8. Working with other professional advisers - For example, solicitors and accountants to implement an agreed action plan when necessary.

9. Support and develop with the investment committee our CIP/CRP.

10. You may be expected to cover some responsibilities for colleagues who may be away from the business.

11. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£40,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

Please send a covering letter with your application.

Experience:

paraplanning: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

client solicitor jobs in budleigh salterton, dev

Paraplanner/IFA Report Writer

1-5 PQE Solicitor, Chartered Legal Executive or Licensed Conveyancer

Join Our Growing Legal Team in Devon – Multiple Vacancies for Solicitors/CILEX/Paralegal/Secretarial

Clinical Negligence Secretary/Legal Assistant

Sales Negotiator/Administrator - Holiday Complexes

0-5 PQE Litigation Solicitor or Chartered Legal Executive

Wealth Management Assistant

Administrator- Property Transfer

Corporate Commercial Associate - Partner

Senior Rehabilitation Case Manager - Exeter

Client Services Representative Receptionist

Family Law Trainee Assistant

0-5 PQE Family Solicitor or Chartered Legal Executive

Conveyancing Assistant

Estate Administration Solicitor or Chartered Legal Executive

Admin / Sales Progressor

Accounts Senior - Legal Clients

Senior Associate - Construction Disputes

Associate - Insurance Disputes

Private Client Trusts Lawyer - Senior Associate

I want to receive the latest job alerts for client solicitor in budleigh salterton, dev

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