wealth management Work, Jobs in manchester, eng (with Salaries)

Legal Support Executive - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- IT
Quick apply
Direct Sales (BDM role)
Let Property —Manchester
- Up to £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
11d
Client Executive
Close Brothers —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
12d
Trust Administrator - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
Quick apply
Account Relationship Manager – IFA & Wealth (Manchester and North England)
Flagstone Group LTD —Manchester
- Financial services
- Communication skills
- Life insurance
Quick apply
1d
Systems Development Officer
Salford Council —Salford
- £39,152 - £41,771 a year
- Computer Science
- SQL
- IT
11d
KYC Analyst
G MASS —Manchester
- £40,000 a year
- Hybrid work
- Financial services
- Communication skills
Quick apply
Vice President, POM Product Management
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Computer Science
- Master's degree
- Bachelor's degree
11d
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
8d
Associate
Trowers & Hamlins LLP —Manchester
- Full-time
- Sales
- Communication skills
- Negotiation
1d
Vice President, OPS Regulatory Oversight Management (CASS)
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
Fund Dealing Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Wealth Planning Director
Schroders —Manchester
- Full-time
Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction
11d
Mortgage Administrator
Eventus Recruitment Group —Manchester
- £30,000 a year
- Call to connect
- Flexible schedule
IFA Administrator
Capio Recruitment Financial Planning —Manchester
- £25,000 - £35,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
10d
Specialist, Cash Management Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
9d
Security Manager
Tameside Council —Tameside
- £39,862 - £41,771 a year
- Call to connect
- Management
- Supervising experience
1d
Route 29 Portfolio Lead
Salford Council —Salford
- £38,220 - £40,777 a year
- Free parking
9d

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Legal Support Executive - Private Wealth

JMW Solicitors -
Manchester

Quick apply

Job details

Permanent | Full-time

Qualifications

Microsoft Outlook
Organisational skills
IT
Typing
Time management

Full job description

Description

To enable us to deliver the right outcomes to our clients, with a commercial edge, we need an effective and efficient Legal Support Executive to support our Private Wealth team’s legal professionals in ensuring the smooth and efficient running of the Department. Responsible for a range of non-chargeable administrative tasks and client liaison, our Legal Support Executives must be exceptionally organised and maintain a very high service standard. This is a role which provides a great development opportunity for those at the start of their career in legal support to learn and grow with our forward-looking team.

Key Responsibilities

Providing an effective, timely and efficient service to the firm’s clients in order to maintain high client satisfaction and compliance with relevant legislation and/or internal procedure
Creating and maintaining accurate and up-to-date records (physical and electronic) of work done on legal matters when opening new files, closing files, archiving etc in the firm’s case management system. Ensuring all records are organised, accessible, maintained and kept up to date according to JMW’s policies and procedures.
Ensuring confidentiality of the firm,client documentation and information.
File Opening in line with the firm’s processes and the SRA’s AML/KYC guidelines.
Bill processing which may include requesting and collecting cheques, liaising with the firm’s Accounts department, taking payments from clients, checking bank details and requesting payments out of client/office accounts.
Assisting with the coordination and distribution of incoming and outgoing daily post (paper and electronic / special, recorded and by-hand).
Bundle creation and assisting with the collation of documents for the team
Creating and amending correspondence and documents
Providing office support including meeting coordination, preparation of marketing events,
Providing support to other members of the team’s Legal Support Executives as and when required.

Skills, Knowledge and Expertise

IT literacy, particularly with experience in Word, Excel,Outlook and ideally proclaim
Ability to communicate professionally orally and in writing, with an excellent telephone manner, ability to take messages and provide quality client care.
Accurate typing skills
Willingness to learn and contribute to the team.
Essential Time management and organisational skills.
A high degree of attention to detail.
6-12 months’ administration experience would be advantageous but is not a requirement.
Experience working in private wealth/Wills and Probate Department ideal but not essential.

About JMW Solicitors

An award-winning, full-service law firm offering straight-talking advice that delivers positive outcomes with a commercial edge. We have a well-deserved reputation for excellence and entrepreneurship. We take care of our clients, and our people. What do we do? We do the right thing. Our firm, and the individuals working within it, are recognised by the prestigious legal directories Legal 500 and Chambers and Partners and we regularly win awards for our work. We have three offices: our head office in Manchester, a full-service office in London and one of our specialist family law teams based in Liverpool. We are proud of our northern heritage, and work closely with a wide variety of charities and fund-raising initiatives so as to give back to our local community.

Quick apply

Refine Your Search

wealth management jobs in manchester, eng

Legal Support Executive - Private Wealth

Direct Sales (BDM role)

Client Executive

Fund Operations Administrator

Trust Administrator - Private Wealth

Account Relationship Manager – IFA & Wealth (Manchester and North England)

Systems Development Officer

KYC Analyst

Vice President, POM Product Management

Experienced Life Insurance Advisor - Office Based

Associate

Vice President, OPS Regulatory Oversight Management (CASS)

Fund Dealing Administrator

Wealth Planning Director

Client Investment Specialist (Portfolio Manager)

Mortgage Administrator

IFA Administrator

Specialist, Cash Management Representative II

Security Manager

Route 29 Portfolio Lead

I want to receive the latest job alerts for wealth management in manchester, eng

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