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Private client paralegal Location: Remote or on site if preferred Salary: Up to £28,000 + Bonus Contract: Full Time, Permanent Key features: • Remote working opportunities, • Coaching, training and support to help you develop, • pension with up to 10% employer contributions, • annual incentive scheme, • 28 days holiday plus bank holidays (rising to 32 in line with service), • discounts on various products and services, • free support for your mental, physical, and financial wellbeing About the firm/role: CRA Legal are working in partnership with a reputable and highly successful business with a national presence. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced private client professional to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors. This is a fantastic opportunity for an experienced paralegal or will writer to join a firm who offer genuine career development and growth with no ceiling on progression. Perhaps you are in private practice and not being offered support with your training/development or can’t see a clear route for progression or struggle to find that work/life balance this opportunity can offer what you are looking for. Roles & Responsibilities • Drafting and taking instructions on a variety of wills and associated estate planning documents, • Writing wills and managing incoming cases, • Communicate with clients over the phone, progressing each case through to completion, • Document and write wills, ensuring all documentation is legally accurate and professionally written, • Accurately maintain client records and correspondence, ensuring all compliance & regulatory standards are met About You: • A strong background in wills drafting and or estate planning, • Ability to build rapport with your clients as well as a passion for delivering excellent customer service, • High level of attention to detail, • Confidence to lead with cases, • A proven ability to manage your own caseload and deliver to deadlines Application Process: To apply for this exciting opportunity, please forward your CV to this advert or contact Ross Roberts for more details on 0114 2418030

As a Commercial & Business Banking apprentice, youll build client relationships, learn how banking really works, and earn industry-recognised qualifications - all while getting paid. At Lloyds Banking Group, we help businesses of every shape and size grow, thrive and prosper. This apprenticeship giv

Join to apply for the Director, Transaction Banking - Cash Product Management - London role at myGwork - LGBTQ+ Business Community. Understands Transaction Banking market trends, opportunities and can translate these into new business opportunities or articulate their competitive threat across the r

Opportunity to provide strategic advice to a commercial banking business line. Lead the financial planning and analysis processes for commercial banking business lines. A successful Vice President of FP&A for Commercial Banking Business Lines should have:.

Our client, a Financial Institution, is seeking a Relationship Manager and Business Development Corporate Banking to join their team on a permanent basis. The Relationship Manager and Business Development Corporate Banking. Corporate Banking will support the growth of the branch business in a sustai

My leading Banking client are looking for a talented Executive Director to oversee Business Management activities to their Corporate Banking, Transaction Banking, and Investment Banking teams in Europe. Investment Banking, Banking, and Financial Services. Business Management ED - Corporate & Investm

To support the Senior Manager Business banking to grow the trade finance business in the bank’s Business banking portfolio, both in volume and value per the targets set by your line manager. To support the Head, Retail and Business banking to grow trade business both in volume and value by targeti

The Bank offer traditional business banking accounts as well as a variety of different finance options including Invoice Finance, Asset Finance, Commercial loans and Residential Development Finance. Your main responsibility will be to manage and maintain a portfolio of banking clients making sure a

We have a fantastic opportunity within our Pricing & Forecasting Team in Business Transaction Banking (BTB), part of Business & Commercial Banking (BCB). This team manages pricing and forecasting for current accounts, savings, client money & term products, supporting customers' banking needs and gro

A leading UK bank is seeking a Senior Financial Crime Business Banking Investigator to protect against financial crime.

A global financial services firm in the UK is seeking a Relationship Manager for Business Banking. The role involves managing business banking portfolios and developing new client relationships within the Trade Finance sector.

You have experience of handling challenging customer cases in a regulated industry, or have existing operational fraud or financial crime experience (in retail or business banking). Business Banking Financial Crime Investigators. Financial Crime Business Banking Investigator.

We’re waving goodbye to the complicated and confusing ways of traditional banking. As well as personal and business bank accounts, we offer joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK, with more exciting things to come beyond. Collaborating with a v

We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. At Lloyds Banking Group, we’re committed to putting customers at the heart of everything we do, driven by our purpose to. Continuously strengthen our Business Continuity (BC) framework, a

A leading global technology partner is seeking an experienced Business Analyst for Credit Risk in Corporate & Investment Banking.

A leading digital bank in the UK is looking for a Senior Financial Crime Business Banking Investigator to enhance its operational integrity.

A leading investment banking firm in the United Kingdom is seeking a Senior Analyst to join their team. Candidates should have at least 3-4 years of experience in investment banking or related fields, a strong understanding of financial modeling, valuation techniques, and a collaborative mindset.

In The FinCrime Business Banking Pillar, You Will Be Integral To Protecting The Entire Lifecycle Of Our Business Customers From High-growth Startups To Established SMEs. Senior Financial Crime Business Banking Investigator. Taking ownership of the most complex FinCrime Business Banking tasks, includ

Proven track record in sales, business development, and operational management within Banking & Financial Services. Lead & Innovate: Build and execute growth strategies, securing new business opportunities in Banking & Financial Services. You will take ownership of business development, operational

Based from the Bank’s flagship head office in Manchester, Your main responsibility will be to identify new banking business via an established introducer network throughout your designated territory. The majority of business will be Broker led so you will therefore be required to actively source n

Partner with the Business: Support business units to improve plan quality, data integrity, and usability of continuity plans. Recognised Business Continuity qualification (e. An enthusiastic and passionate individual who is committed to collaboratively delivering best in class business continuity fo

Familiar with both HO and local requirements, update and improve FI business procedures on a timely manner, and oversee the business execution, identify and document controls in the business that meet Bank's and regulatory requirements. Understand different types of FI clients and their business nat

Prepare tax returns (VAT, CIT, ERS, P11D etc), assist with internal tax queries, and consider tax implications of new projects and business ventures. Finance business partnering on projects as required.

A leading international bank is seeking a Director for Transaction Banking - Cash Product Management in London.

Senior Fullstack Engineer - Business Banking - Onboarding. Join OakNorth's Business Banking squad to revolutionize SME onboarding through an intelligent platform blending human expertise with smart technology. Impact a massive-scale business that has already lent over $18 billion and created over 36

The Business Banking Payments squad's mission is to deliver a fast, reliable, and seamless payment experience that empowers our customers to move money effortlessly and securely. We own the full payments journey, from transaction initiation in the mobile and web frontends to the processing in the ba

A leading financial institution in the UK is seeking a Director to manage and grow their portfolio of business clients. This role entails identifying business opportunities, proposing financial strategies, and negotiating agreements while ensuring alignment with risk management standards. Ideal cand

My leading Banking client are looking for a talented Executive Director to oversee Business Management activities to their Corporate Banking, Transaction Banking, and Investment Banking teams in Europe. You'll be the strategic partner between the Front Office and internal support functions, ensuring

You’ll work closely with internal stakeholders to design operational solutions, improve workflows, ensure policies and procedures are up to standard, and help document consistent processes across the business. From systems configuration and Excel modelling through to process mapping, analytics, an

Oversee financial crime and risk controls across all features of UK business current accounts (payments, overdrafts, lending, direct debits, standing orders, international transfers, faster payments, CHAPS, card payments). Deep familiarity with UK business current account features and associated fin

A financial consulting firm in the United Kingdom is seeking a qualified accountant to manage monthly management accounts, prepare tax returns, and enhance internal processes.The ideal candidate will have financial services experience, strong tax knowledge, and proficiency in Microsoft Excel.The rol

Join OakNorth's Business Banking squad to revolutionize SME onboarding through an intelligent platform blending human expertise with smart technology. Senior Fullstack Engineer – Business Banking – Onboarding. OakNorth – High-growth SME banking scale-up.

We are seeking a highly motivated Senior Analyst (Analyst 3) to join a growing investment banking team operating at the intersection of finance innovation and sustainability. This is an exciting opportunity for a candidate with 34 years of experience in investment banking corporate finance or relate

A national banking institution in the North West of England is looking for a Relationship Manager to manage their banking client portfolio. The successful candidate will ensure strong client relationships, monitor financial performance, and support the Directors in business development. Ideal for ca

Director, Financial Crime Operations - Business Banking. The Director, Financial Crime Operations will provide strategic leadership of OakNorth Bank’s first line of defense for business current accounts, covering fraud prevention, AML transaction monitoring, and sanctions screening. Act as busines

A modern banking institution in Manchester is seeking a Senior Director for Business Development and Sales. The successful candidate will manage their own P&L, lead a team of over 20 colleagues, and build strong relationships within the local business community.

The role involves managing a profitable business unit and engaging with local businesses to drive banking services. A modern banking institution in Manchester seeks a passionate individual to lead teams and enhance customer relationships. Candidates should be skilled in customer service and team lea

In the FinCrime Business Banking Pillar, you will be integral to protecting the entire lifecycle of our business customers from high‑growth startups to established SMEs. As a FinCrime Business Banking Senior Investigator, you will play a pivotal role within our financial crime operations. The Role

The Director, Financial Crime Operations will provide strategic leadership of OakNorth Bank’s first line of defense for business current accounts, covering fraud prevention, AML transaction monitoring, and sanctions screening. Act as business owner for the fraud and transaction monitoring and scre

We have a fantastic new opportunity in the Pricing & Forecasting Team within our Business Transaction Banking team (BTB), a part of the wider Business & Commercial Banking (BCB) business unit. This helps to grow our business through co-ordinated client propositions managing £bns worth of deposits a

With responsibility for Business Development’s origination strategy towards the Delivery Partners with a focus on the Banking (debt) products, including the successful marketing of new transactions, you will also, in conjunction with the Product teams, input into the development of new product opp

Retail & Commercial Banking is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation. Customer Experience Advisor | S | Retail & Business Banking | Customer Interactions | Hornchurch Branch Country: U

Strong experience conducting high‑risk business banking screening or complex business financial crime investigations. Investigate complex or high‑risk anti‑money laundering alerts on business accounts, recommend Suspicious Transaction Reports, make business onboarding decisions, conduct ongoin

As an Investment Banking Business Manager – Vice President in the EMEA Investment Banking division, primarily responsible for Strategic Investor & Financial Sponsor Coverage Group, you will serve as a trusted advisor and counterbalance to business leaders. Contribute to business decision‑making

A financial services firm is seeking a versatile Project Manager/Business Analyst for a hybrid role in Greater London. With a strong capability in business and systems analysis, you'll collaborate with stakeholders to translate requirements into actionable implementations.

A global financial services provider seeks a dedicated professional for a mid-senior role in Business Management for Digital, Data & Analytics. Candidates should demonstrate flexibility, analytical skills, and excellent communication abilities, along with relevant experience in business management a

Experience conducting high‑risk business banking screening or complex business financial crime investigations. Waving goodbye to complicated traditional banking, Monzo has grown from a prepaid card to a full banking service, providing accounts for individuals, businesses, kids and more across the

Job Vacancy – Operations Executive – Commercial Banking – Manchester – M2 Recruitment. Previous experience in a banking environment requiring meticulous attention to detail is highly advantageous.