Wealth Management Assistant

Dani from Avocet Commercial Careers is pleased to present an excellent opportunity for a Wealth Management Assistant to join a prestigious law firm's Private Client department in Exeter.

This position offers an ideal blend of administrative expertise and client interaction within a supportive and growing team environment.

About the Client

Our client is a distinguished legal practice with an outstanding reputation for delivering exceptional service to high-net-worth individuals. The firm has established itself as a leader in wealth management and estate planning, with a strong commitment to colleague development and wellbeing.

About the Role

The successful candidate will join the thriving Wealth Management Team, providing crucial support to fee earners who specialise in complex private client matters for high-net-worth individuals. The team focuses on sophisticated later-life planning, including will preparation, inheritance tax planning advice, trust creation, estate administration, and specialised succession planning for business owners.

This position offers flexible and remote working options while maintaining connection with the vibrant Exeter office environment.

Wealth Management Assistant Responsibilities:

• Provide comprehensive administrative support to multiple fee earners, enabling them to operate efficiently
• Manage professional diaries and coordinate appointments effectively
• Establish and maintain communication with clients and third parties via telephone and email
• Perform audio-typing and copy-typing with exceptional accuracy
• Proofread and refine dictated documentation
• Attend client meetings to capture detailed notes and produce meeting records
• Assist with the preparation of draft wills, powers of attorney, and standard advice letters
• Process payment requests and manage document retrieval and storage
• Ensure clients receive necessary information and updates when fee earners are unavailable
• Contribute to the team's commitment to delivering exceptional client care

Wealth Management Assistant Requirements:

• Exceptional organisational abilities with aptitude for coordinating multiple priorities
• Outstanding attention to detail in all aspects of work
• Superior communication skills, both written and verbal
• Proactive approach with strong initiative and problem-solving capabilities
• Calm and empathetic demeanour when interacting with clients and their families
• Ability to work effectively as part of a collaborative team
• Excellent time management skills with capacity to balance diverse responsibilities
• Composed approach to working in a fast-paced environment
• Prior experience in a legal support role is beneficial but not essential
• Comfort with adapting to varying task requirements

Benefits :

• Competitive salary of GBP24,700 (Real Living Wage)
• Generous 25 days holiday plus bank holidays
• Flexible option to buy or sell up to five days of annual leave
• Plus numerous additional benefits!

The Ideal Candidate:

The perfect applicant for this position might be an experienced Wills, Trust, and Probate Legal Secretary seeking a new challenge, or a recent graduate looking to build a rewarding career in legal services. You'll combine exceptional organisational skills with a genuine desire to help others stay organised. Your 'can-do' attitude and adaptability will be paired with a calm, sympathetic approach to client interactions.

The firm values initiative and problem-solving abilities, and seeks someone who can demonstrate these qualities from previous experiences. Your attention to detail will be impeccable, and your commitment to teamwork evident. Above all, you'll share the firm's dedication to placing client needs at the heart of everything you do.

For a confidential discussion about this opportunity, please contact Dani at Avocet Commercial Careers.