Tozers’ growing Wealth Management team is looking for an Assistant to support them in the management of their busy and varied workloads in Exeter. You will predominately be working as part of the Vulnerable Client sub-team within Tozers broader Wealth Management team. Our Vulnerable Client sub-team deals with matters such as deputyships, attorneyships and personal injury trusts. You will also assist other Wealth Management sub-teams with work relating to later life planning, wills and estate administration.

What you’ll be doing

Your responsibilities will include assisting the Vulnerable Client sub-team with the administrative matters connected to the Court of Protection costing process, arranging bank transfers at the request of the fee-earning team as we all organising and filing post. With training, you will also be responsible for reconciling our accounting software to enable our fee-earners to maintain accurate internal records.

You will also be required to assist with opening, closing and archiving client files, audio and copy-typing, proof reading and updating dictated work, dealing with emailed or telephone client enquires, document production, dealing with requests to retrieve or store documents such as deeds in the strong room, and assisting lawyers generally with administrative responsibilities including diary management and fielding initial new client enquiries.

The successful candidate will provide professional, proactive support to members of the Tozers’ Wealth Management Team, enabling them to remain organised and to work efficiently and effectively.
What you’ll have

We pride ourselves on the high levels of client care that we give and anyone joining the Wealth Management Team will have our clients’ needs at the heart of everything they do. You will be confident in communicating with our clients and, under our lawyers’ direction, will be comfortable ensuring that clients have the information they need if our lawyers are engaged elsewhere.

In such a busy team, experience of working in roles such as this would be beneficial. Nevertheless, we are open to candidates from a variety of backgrounds. You may be an experienced Court of Protection or Vulnerable Client assistant looking for the next challenge or you may have recently completed your academic studies and be at the start of your career looking to build a challenging and rewarding career.

You will be very well organised and will enjoy organising others. You will have a ‘can-do’ attitude and will be happy to adapt to the requirements of the tasks facing you. You will be able to take a calm and sympathetic approach to direct contact with clients and their families.

We are looking for a candidate who is able to demonstrate use of their initiative and problem-solving skills and how they have used these in previous positions. Attention to detail, in all aspects of your work, is essential.

An ability to work closely with team members and a willingness to work as part of a team with the aim of achieving a common goal is essential.

You will also be able to balance a variety of responsibilities and be able to manage your time and workload efficiently. An aptitude for maintaining a calm approach to working within a busy working environment will be very helpful as will the ability to communicate effectively with both colleagues and clients.

What we have

We believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff, and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.

Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits on our website.