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Job Description Purpose
To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expect
Purpose
To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake add
Role : Solicitor - Private Client Location : Edinburgh Salary : £36,000-£70,000 DOEPertemps are recruiting a Private Client Solicitor to work with our Edinburgh based client. Responsibilities : Manage a diverse caseload of private client matters, including wills, estate planning, and power of attorney.
Provide expert legal advice to clients, ensu
We are seeking a talented Private Client Solicitor for our client - providing exceptional legal advice and services to their clients NQ to 4 years plus!
Client Details
Our client is a reputable player in the professional services sector. With a sizeable team of legal experts, they are known for providing top-tier, comprehensive legal services acros
Private Client Solicitor
Permanent, Full-time
Edinburgh
Meraki Talent is partnered with an established, boutique legal firm based in the heart of Edinburgh to assist with recruiting an experienced Private Client Solicitor. This is a full-time, permanent opportunity which offers autonomy with caseload and the opportunity for career development.
Th
We are seeking a talented Private Client Solicitor for our client - providing exceptional legal advice and services to their clients NQ to 4 years plus!
Client Details
Our client is a reputable player in the professional services sector. With a sizeable team of legal experts, they are known for providing top-tier, comprehensive legal services acr
Role: Private Client Solicitor
Location: Edinburgh
Salary: DOE
Pertemps are recruiting a Private Client Solicitor to work with our Edinburgh based client.
Responsibilities:
Manage a diverse caseload of private client matters, including wills, estate planning, and power of attorney.
Provide expert legal advice to clients, ensuring their needs and
Job Description Private Client Solicitor
Permanent, Full-time
Edinburgh
Meraki Talent is partnered with an established, boutique legal firm based in the heart of Edinburgh to assist with recruiting an experienced Private Client Solicitor. This is a full-time, permanent opportunity which offers autonomy with caseload and the opportunity for care
Job Source: Meraki Talent Ltd
Private Client Broker - High Net Worth
Edinburgh
Purpose
To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional appropriate tasks, as required from time to time, to fulfil the role as required.
Key Accountabilities
Financials & Reporting
Ensure that premiums are collected from clients in a reasonable timeframe by using diary systems and liaising with Account Executives where required.
Manage debtors. To aim to reduce debt over 90 days to minimal amounts working with team leaders and office managers to do this.
People
* Work with colleagues across all departments; Commercial, PCD both Personal Line and High Net Worth (HNW) and Credit
* Embrace the Group Client ethos and ensure that you are realistic about what you commit to; deliver on commitments and proactively update on progress
* Work collectively to the benefits of our Clients
* Offering best quotation provided by insurers
* Calculating and sending out renewals
* Setting up, issuing and sending out new policies
* Offering more flexible cover if needed by the client
* Processing mid-term alterations for clients when required