Here's a great opportunity to join an excellent Dorset Private Client team !

Working in the scenic town of Poole which has so much to offer this is a fantastic opportunity to join a highly collaborative environment where you can grow and develop your career.

You should you have previous experience gained within a private client or private wealth team supporting fee earners and you may even have had some fee earning experience yourself.

This is a varied position, and your responsibilities will include but not be limited to:

• Handling client enquiries and liaising with third parties professionally.
• Managing file opening and closing, ensuring adherence to AML, client care, and compliance procedures.
• Assisting in the preparation of Wills and Lasting Powers of Attorney (LPAs).
• Drafting attendance notes, maintaining accurate records, and completing routine administrative tasks.
• Attending Will signings and supporting other client meetings.

Benefits Include :

• Company events
• Company pension
• Free parking
• On-site parking
• Sick pay
• The chance to develop your career in a friendly and professional organisation

We'd love to hear from you !

So please get in touch to hear more about this excellent opportunity in a department where you can stand out.