Overview
In this role you will join a respected private client department in London to manage a diverse caseload of wills, estates, trusts and tax planning for high-net-worth individuals and related stakeholders. You will work in a collaborative environment while contributing to the department’s future commercial development and success. The role combines high-quality advisory work with significant client care and business development through referrer relationships. If you drive practical, client-centric solutions and stay commercially minded, you will fit in well.
Responsibilities
- Manage private client matters including wills, probate, estate administration, trusts and tax planning; provide clear, practical and sensitive advice
- Assist with complex and high-value estates and planning matters
- Develop new business and build referrer relationships with investment managers, financial planners and trust directors; ensure high-quality legal advice and service
Key requirements
- Qualified solicitor, senior solicitor standard
- Proven private client experience for high-net-worth clients
- Experience building relationships with referrers (internal or external)
- Strong technical knowledge of wills, probate, trusts and tax planning
- Understanding of client concerns, industry/investment knowledge and family challenges
- Understanding of referrer interests and commerciality drivers
- Client-centric service orientation
- Relationship-building with clients and referrers
- Strong communication and client care
- Wills
- Probate
- Estate administration
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