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

Private Client Paralegal
Porter Dodson —Wellington
- Microsoft Outlook
- Microsoft Office
- Administrative experience
Community Stop Smoking Advisor
ICE Creates —Exeter
- £26,227.50 a year
- Weekend availability
- Hybrid work
- Travel
- Communication skills
- Teaching
- Work from home
- Sick pay
Quick apply
7d
Insurance Advisor
Howden Group Holdings —Exeter
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
13d
Client Relationship Advisor
NHSProfessionals —Exeter
- £26,000 a year
- Monday to Friday
- Hospital
- Customer service
- Driving
- Annual leave
- Employee assistance programme
Quick apply
1d
Mortgage Advisor
The Mortgage Experts —Bridgwater
- £60,000 - £100,000 a year
- Remote
Support and Information Advisor
NHS Professionals —Exeter
- £14.52 an hour
- Temporary
- Microsoft Office
- Organisational skills
- In-person
Quick apply
3d
Regional People Advisor (HR)
Kaefer UK & Ireland —Bridgwater
- £10,000 - £100,000 a year
- Full-time
- Driving
- Human resources
- Data entry
Quick apply
Occupational Health Technician (Hinkely Point)
Health Partners —Bridgwater
- £26,780 a year
- Full-time
- In-person
- Communication skills
- Annual leave
6d
Senior Associate, Operations and Places
Gravita —Exeter
- Monday to Friday
Quick apply
13d
Legal Support Assistant COP
Porter Dodson —Taunton
- Full-time
- Time management
Associate, Operation and Places - Summer 2026 Start
Gravita —Exeter
- Seasonal
Quick apply
8d
Sales Advisor
SDC Manufacturing Ltd —Exeter
- £14 - £16 an hour
- Full-time
- Customer service
- Data entry
- Communication skills
- Employee discount
Quick apply
9d
Engineering Administrator (Field Service)
Ernest Gordon Recruitment Limited —Exeter
- £25,500 - £26,000 a year
- Customer service
- Communication skills
- Flexitime
Senior Engagement Consultant
WSP —Exeter
- Part-time
- Hybrid work
- Management
- Flexitime
- Work from home
Customer Support Agent
TympaHealth —Exeter
- Weekend availability
- Hybrid work
- Salesforce
- Travel
- IT
- Employee discount
Quick apply
Private Client Trusts Solicitor or Legal Advisor
Porter Dodson —Exeter
- Hybrid work
- Communication skills
Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
2d
Paralegal
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Health and Safety Advisor – Mechanical scope – Taunton – Permanent) £90,000
Mactech Energy Group —Taunton
- £65,000 - £90,000 a year
- Leadership
- Communication skills
- Mechanical knowledge
Independent Financial Adviser
James and Associates Financial Services Ltd —Minehead
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
7d

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client advisor jobs near willand, dev

Private Client Paralegal

Porter Dodson -
Wellington

Apply Now

Job details

Permanent

Benefits

Free flu jabs
Company pension
Discounted gym membership
Private medical insurance

Qualifications

Microsoft Outlook
Filing
Microsoft Office
Administrative experience
Organisational skills
IT

Full job description

Description

We have an excellent opportunity for a Paralegal to join our Private Client Trusts team in Wellington to provide support to the team with a view to developing a caseload. The successful candidate will undertake the administration of ongoing trusts; assist with Trust Registration Service referrals, deal with the preparation of Trust documents and deeds and assist with the termination of trusts under the supervision of the Solicitor or Senior Associate.

Key Responsibilities

Role Responsibilities including but not limited to:

Liaise with trustee clients, beneficiaries and external organisations in a timely and professional manner.
Deal with the administration of Trusts at different stages including upon creation and termination.
Draft legal documents which alter or terminate trusts, appoint or remove trustees.
Assist with administration of charitable trusts and trusts for vulnerable beneficiaries.
Monitor the performance and condition of trust assets such as investments and properties.
Complete registration of Trusts with HMRC’s Trust Registration Service in respect of new referrals and existing trusts, undertake any changes to the register and submit annual declarations.
Open files, prepare and send initial client engagement documentation.
Review client ID documents to ensure compliance with Money Laundering obligations and internal policies.
Ensure all email correspondence and attachments are entered on to Peppermint and Matter Summary Sheets are updated accordingly.
Draft straightforward legal documents 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 with advisors and taking comprehensive notes.
Ensure all photocopying and scanning is accurate; take responsibility for checking photocopying/scanning done by Office Assistant.
Attend to clients 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 Trusts Team and wider 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 commitment to delivering a high-quality and professional service in a cost-effective manner. 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 would welcome applications from those who feel they meet the requirements of the role.

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 willand, dev

Private Client Paralegal

Community Stop Smoking Advisor

Insurance Advisor

Client Relationship Advisor

Mortgage Advisor

Support and Information Advisor

Regional People Advisor (HR)

Occupational Health Technician (Hinkely Point)

Senior Associate, Operations and Places

Legal Support Assistant COP

Associate, Operation and Places - Summer 2026 Start

Sales Advisor

Engineering Administrator (Field Service)

Senior Engagement Consultant

Customer Support Agent

Private Client Trusts Solicitor or Legal Advisor

Tax Advisor – Rural Succession & Advisory

Paralegal

Health and Safety Advisor – Mechanical scope – Taunton – Permanent) £90,000

Independent Financial Adviser

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