Description
Dani at Avocet Commercial Careers is excited to be working with a leading Exeter law firm to recruit a Wealth Management Team Assistant for their growing Wealth Management department.
This permanent, full-time position offers an excellent opportunity to join a thriving team dedicated to providing exceptional service to clients seeking wealth management advice.
About the Client
Our client is a respected law firm with a growing Wealth Management Team based in Exeter. They are committed to delivering excellent client service and maintaining high professional standards. The firm values its people as their most important asset and invests significantly in team development and supportive infrastructure.
About the Role
This is a full-time, office-based position within the Wealth Management Team in Exeter. The successful candidate will provide crucial support to fee earners by managing client onboarding and various administrative functions. This role offers an excellent foundation for developing a career in legal wealth management within a supportive and respected practice.
Wealth Management Team Assistant Responsibilities
* Serve as one of the first points of contact for clients and potential clients
* Take initial enquiries and provide responsive communication
* Open new client files for fee earners
* Assist with routine dictations
* Process identification checks
* Communicate with clients via phone, email, Teams, and face-to-face
* Ensure deadlines are met and work is completed promptly
* Maintain organised systems and processes
* Take a calm and sympathetic approach with clients and their families
* Assist the team in delivering excellent client service
Wealth Management Team Assistant Requirements
* Client-focused approach with commitment to excellent service
* Strong communication skills across multiple channels
* Excellent organisational abilities
* Time management and workload prioritisation skills
* Calm approach in a busy working environment
* Initiative and problem-solving abilities
* Attention to detail
* Team player with a ‘can-do’ attitude
* Adaptable approach to varying tasks
* Willingness to work in Exeter office 5 days a week
Benefits
* Competitive salary of £23,751 (Real Living Wage)
* 25 days holiday plus bank holidays
* Option to buy or sell up to five days of holiday
* Flexible working options
* Plus so much more!
The Ideal Candidate
We are seeking candidates from a variety of backgrounds who can demonstrate a commitment to exceptional client care. You may be a recent graduate looking to build a challenging and rewarding career, or you may have experience from previous roles in professional services. The successful candidate will be a team player with initiative who can maintain a calm approach in a busy environment while focusing on achieving common goals.
For a confidential discussion about this opportunity, please contact Dani at Avocet Commercial Careers. We welcome applications from candidates looking to develop their career in a supportive legal environment that values high-quality work, healthy growth, and happy teams
