Wealth management Work, Jobs in Frensham, Sry (with Salaries)

Legal Assistant, Lending, Guildford
TWM Solicitors LLP —Guildford
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Life insurance
Quick apply
Financial Services Administrator
FNZ —Basingstoke
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
13d
Registration Support Officer
Surrey County Council —Guildford
- £31,659 a year
- Full-time
- Customer service
- Travel
- Computer skills
- Annual leave
- Employee assistance programme
4d
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Scrum Master
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Analysis skills
- Conflict management
- Financial services
Quick apply
Team Administrator
Surrey County Council —Guildford
- From £28,546 a year
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee assistance programme
Alternative Provision Placement Officer
Surrey County Council —Woking
- £38,090 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Travel
- Annual leave
- Employee assistance programme
5h
Mediation and Dispute Resolution Officer
Surrey County Council —Woking
- £42,958 - £46,624 a year
- Hybrid work
- Analysis skills
- Conflict management
- Organisational skills
- Annual leave
- Employee assistance programme
7d
Ground Integrated Project Team Engineer
Lockheed Martin Corporation —Havant
- £81,000 - £100,500 a year
- Full-time
- University
- Team management
- Training & development
- Employee assistance programme
- Employee discount
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Legal Practice Support Officer
Surrey County Council —Weybridge
- From £31,659 a year
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Project Controller
Lockheed Martin Corporation —Havant
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Presentation skills
- Analytics
- Employee assistance programme
- Employee discount
Customer Service Representative
FNZ —Basingstoke
- Full-time
- Organisational skills
- Financial services
- Communication skills
- Life insurance
13d
Retail Sales Advisor
Brewers Decorator Centres —Alton
- £22,430 a year
- Customer service
- Communication skills
- Employee assistance programme
Operations Director
BaxterStorey UK —Earley
- Full-time
- Sales
- Hotel
- Business development
- Employee assistance programme
- Employee discount
Quick apply
Team Manager Family Safeguarding
Surrey County Council —Guildford
- £61,439 - £65,898 a year
- Supervising experience
- Travel
- Relocation assistance
- Annual leave
Account Manager
Quantios —Fleet
- Full-time
- English
- Business development
- Financial services
Quick apply
Junior Receptionist / Administrator
Carlton Mays —Weybridge
- Up to £26,500 a year
- Full-time
- Microsoft Word
- Computer literacy
- Data entry
- Life insurance
- Referral programme
Quick apply
Paraplanner (Remote)
AFH Financial Group —Slough
- Full-time
- Remote
- Writing skills
- Research
- Training & development
Planning Technician
Basingstoke and Deane Borough Council —Basingstoke
- £32,727 - £33,933 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
1d

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Legal Assistant, Lending, Guildford

TWM Solicitors LLP -
Guildford

Quick apply

Job details

Permanent | Full-time

Benefits

Cycle to work scheme
Company pension
Company events
Employee assistance programme
Private medical insurance
Life insurance

Qualifications

Computer literacy
Filing
Microsoft Office
Administrative experience
Land Registry submission
Computer skills
Typing
Communication skills
Client onboarding compliance checks
Office experience

Full job description

The Firm

Established in 1799, TWM Solicitors LLP is a leading South East law firm with approximately 220 people in offices across Surrey and London.

We are a full service firm - for private clients we are renowned for family law, residential property, tax planning, trusts, wealth management and wills and probate. For business clients we have teams dealing with the full range of corporate and commercial law, dispute resolution, employment and commercial property.

Overview of the Vacancy

This role gives you a chance to start your career in the field of law. The prime role of the Legal Assistant is to provide comprehensive file support to the team and within the micro team within which they work. These micro teams are specifically:

OnBoarding: taking new clients on; or
Completions: arranging for funds to be paid out by Lender clients to the Borrowers; or
Post Completion: ensuring all transactions are recorded with the relevant government body, and then tracking and presenting deeds to the Lender clients.

This will include but will not be limited to the main responsibilities given below. The Legal Assistant is expected to use a high degree of self management and initiative.

Key tasks, duties and quality standards

Prepare (with direction) correspondence, documents and statements of account.
Support and promote the efficient and constant use of the Lending Department, OnTrack platform.
Assist with the opening, closing, storage and retrieval of client files.
Ensuring team compliance with internal procedures and processes for files including audits of client ID and other matters.
Provide support to clients in a professional and friendly manner in keeping with the firm’s standards for client care, this will include updating clients or third parties as directed, and managing overflow incoming telephone enquiries.
Undertake any specific training when required to do so and overall to have a responsibility towards self-development.
Ensure the confidentiality of all the firm’s and clients’ documentation and information.

Typically (but not exclusively) at Client Onboarding level: Liaising with new clients and third parties to issue, assist with and conclude opening correspondence and questionnaires including AML/KYC requirements and facial recognition responses.

Typically (but not exclusively) at Completion level: Liaising with fee earners to satisfy lender conditions to facilitate the release of funds; arranging the calculation of redemptions statements and distributing funds to Borrowers.

Typically (but not exclusively) at Completion and Post Completion level: Dealing with Land Registry, HMRC, and Companies House registration, and post completion formalities.

Additionally to generally assist the fee earners and paralegals or undertake other duties as from time to time required

This job description is non exhaustive and the firm reserves the right to vary the duties and responsibilities of the post holder at any time according to the needs of the firm’s business.

Person Specification

Qualifications: Equivalent of5 GCSEs grade A-C (minimum)

Essential personal qualities and attributes

Basic/intermediate advanced IT skills in relevant packages
Good accuracy levels and attention to detail
Good communication skills with clients on telephone and personally
Provision of customer care
Demonstrates a pro-active approach to work and clients
A preparedness to take on other tasks as required by fee earners.
Demonstrates ability and willingness to work to occasional deadlines, to to cope under occasional pressure, prioritise work-loads effectively and work as part of a team
Demonstrates a genuine interest in legal work
Has a good attendance record and demonstrates a positive attitude

Desirable skills, knowledge and abilities

A retail or administrative background would be an advantage

Benefits Package

37 hour working week
25 days holiday plus bank holidays
Private Medical Cover
Contributory pension scheme (5% from employer, 3% from employee)
Life assurance: 4 x annual salary
Annual bonus scheme (payable in July)
Employee Assistance Programme
Travel to Work loan scheme
Cycle to Work Scheme
Career Development Plans
Study Support

If you are interested, please send your CV and covering letter

TWM Solicitors (www.twmsolicitors.com) is an Equal Opportunities Employer.

No agencies please

Job Types: Full-time, Permanent

Benefits:

Company events
Company pension
Cycle to work scheme
Life insurance
Private medical insurance

Ability to commute/relocate:

Guildford GU1 4RD: reliably commute or plan to relocate before starting work (required)

Experience:

administrative or retail: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in frensham, sry

Legal Assistant, Lending, Guildford

Financial Services Administrator

Registration Support Officer

Wealth Manager

Scrum Master

Team Administrator

Alternative Provision Placement Officer

Mediation and Dispute Resolution Officer

Ground Integrated Project Team Engineer

Senior Paraplanner

Legal Practice Support Officer

Project Controller

Customer Service Representative

Retail Sales Advisor

Operations Director

Team Manager Family Safeguarding

Account Manager

Junior Receptionist / Administrator

Paraplanner (Remote)

Planning Technician

I want to receive the latest job alerts for wealth management in frensham, sry

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