client advisor Work, Jobs in witham, ess (with Salaries)

Trainee Legal Assistant - Private Client
Holmes and Hills LLP —Witham
- Tax experience
- Employee assistance programme
- Life insurance
1d
Administration Assistant - Private Client
Holmes and Hills LLP —Braintree
- Microsoft Office
- Organisational skills
- IT
- Employee assistance programme
- Life insurance
People Advisor
Pinnacle Group —Chelmsford
- £35,000 - £40,000 a year
- Analysis skills
- Human resources
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Care Advisor
Vets for Pets —Colchester
- £26,500 - £28,500 a year
- Part-time
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Mortgage Advisor
The Mortgage Experts —Braintree
- £60,000 - £100,000 a year
- Remote
Insurance Advisor
Howden Group Holdings —Colchester
- Full-time
- Hybrid work
- Employee discount
14d
Customer Service Advisor
Kier Group —Braintree
- 12 hour shift
- Communication skills
- Flexible schedule
1d
Secretary
Barker Associates —Braintree
- Full-time
- Microsoft Office
- IT
- In-person
- Employee assistance programme
Quick apply
9d
Insurance Claims Handler
Ingeni Services Group —Colchester
- £26,700 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
3d
Legal Assistant - Residential Property
Holmes and Hills LLP —Braintree
- Communication skills
- Annual leave
- Employee assistance programme
Human Resources Apprentice
Holmes and Hills LLP —Colchester
- Seasonal
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Life insurance
Customer Service Advisor
THE WIGGETT GROUP —Brentwood
- £26,000 - £28,000 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Free parking
- Annual leave
Quick apply
2d
HR Advisor
Douglas Steers & Company —Colchester
- £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Health & wellbeing programme
Quick apply
Benefits Advisor
Kennedys Law - UK —Chelmsford
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Customer Service Advisor (Part-time)
GREENACRES LIVING MEMORIAL PARKS —Epping
- From £18,960 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Store discount
Quick apply
8d
Client Manager - Corporate Insurance (Chelmsford)
Aon Corporation —Chelmsford
- Hybrid work
- Sales
- Leadership
- Communication skills
Recruitment Administrator
Kennedys Law - UK —Chelmsford
- Full-time
- Human resources
- Organisational skills
- IT
14d
Residential Sales Consultant
Heritage Estate Agents —Coggeshall
- £30,000 - £40,000 a year
- Full-time
- Administrative experience
- Organisational skills
- In-person
Quick apply
Probate Lawyer - Private Client
Holmes and Hills LLP —Braintree
- Part-time
- Tax experience
- Employee assistance programme
- Life insurance
1d
Trainee IT System & Development Assistant
Holmes and Hills LLP —Halstead
- Software development
- Python
- Employee assistance programme
- Life insurance

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client advisor jobs near witham, ess

Trainee Legal Assistant - Private Client

Holmes and Hills LLP -
Witham

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Job details

1 day ago

Benefits

Cycle to work scheme
Employee assistance programme
Life insurance
Sick pay

Qualifications

Tax experience

Full job description

Job Vacancy

THE ROLE

Due to internal progression, we are looking to hire a Trainee Legal Assistant to work alongside an Associate Solicitor in our Witham office. The Private Client team are a very well established, large and friendly team based across our 7 regional offices.
This role is an excellent opportunity for someone who has an understanding of Private Client from within a Law firm to progress their career further and work directly with a Fee Earner on Private Client matters.

The Day to Day:

Ensuring all matters are initially set up and managed ongoingly in accordance with the requirements of the Office Manual and department practice and procedures including the completion of checklists for risk and file management purposes, client care and cost updates.
Initial completion of probate case management system in accordance with the instructions of the fee earner in the estate and asset form and attendance note.
Ongoing completion of data within Private Client Case Management System including asset information and beneficiary details.
Appropriate filing whether physical or virtual of all documents and correspondence using the virtual black folder within PCMS or physical black folder.
Drafting, originating and managing documentation including initial asset enquiries, collection of those assets or transfer and updating client and beneficiary.
Proactively progressing matters and chasing for required information.
Proactively updating the fee earner and seeking instruction from fee earner when appropriate.
Ensuring all client outputs are checked by the fee earner.
Proactively organising and attending (virtual or otherwise) bi-weekly meetings with the fee earner on each matter within their care.
Drafting application for grant of representation (GOR) and internal Inheritance Tax check and following approval by fee earner ensuring documents are signed by the client and returned.
Making the application for the GOR, diarising for chasing, and keeping the client up to date.
Troubleshooting existing probate matters including outstanding asset collection and outstanding balances.
Input of data on all required spreadsheets and H&H logs including but not limited to cost and probate spreadsheet and the strong room system.

WHAT EXPERIENCE DO I NEED?

An awareness of probate process including up to date knowledge of probate registry requirements
Knowledge and experience using Private Client Case Management system
An understanding of the construction of Wills
An understanding of inheritance tax

WHAT SKILLS SHOULD I HAVE?

Must possess the ability to communicate effectively with individuals at all levels
Self-motivated, organised with the ability to prioritise and manage own workload.
Ability to work effectively and efficiently under pressure.
Highly organised
Proactive thinker.
Team player

WHAT ARE WE OFFERING?

Competitive salary
A supportive, relaxed and flexible work environment in an experienced and growing team.
28 days holiday per year, plus bank holidays
Medicash cash back schemes after 1 years’ service
Life Insurance
EAP and various other physical and mental wellbeing support services including virtual GP access 24/7
Family friendly policies such as enhanced maternity and paternity pay plus, family events leave
Company sick pay
Cycle scheme

About us

Holmes & Hills Solicitors is a large regional firm of solicitors with seven offices across Essex and Suffolk and over 200 legal professionals across a number of specialist departments. Holmes & Hills works in partnership with clients across East Anglia, including businesses, individuals, families and local authorities, to build long standing relationships, protect clients' interests and support clients' growth and development.

Working in partnership with businesses and individuals

Holmes & Hills' large team of legal experts work in partnership with individuals and organisations to provide them with truly proactive legal services through personal relationships. Acting as a trusted advisor to clients, we take the time to understand clients' needs and objectives before delivering practical advice through a personal and accessible approach.

Independently recognised as a leading law firm

Holmes & Hills Solicitors is independently recognised by The Legal 500 and Chambers & Partners - two independent directories of the UK’s top law firms - as being a leading supplier of legal services in the region.

These accreditations give our clients the confidence that the legal advice and representation they receive from Holmes & Hills is some of the best available.

Our clients range from established and growing businesses whose brands are recognised and sold around the world and local authorities across the region, through to families and first-time home buyers.

Apply Now

Refine Your Search

client advisor jobs in witham, ess

Trainee Legal Assistant - Private Client

Administration Assistant - Private Client

People Advisor

Client Care Advisor

Mortgage Advisor

Insurance Advisor

Customer Service Advisor

Secretary

Insurance Claims Handler

Legal Assistant - Residential Property

Human Resources Apprentice

Customer Service Advisor

HR Advisor

Benefits Advisor

Customer Service Advisor (Part-time)

Client Manager - Corporate Insurance (Chelmsford)

Recruitment Administrator

Residential Sales Consultant

Probate Lawyer - Private Client

Trainee IT System & Development Assistant

I want to receive the latest job alerts for client advisor in witham, ess

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