Overview
In this role you will provide expert private client advice to a high-caliber client base, supporting wealth protection and planning. You will work within a respected team known for training and development of fee earners, contributing to a top-tier private client practice. The focus includes estate planning, administration, and lifetime planning via LPA and Court of Protection services. This is a challenging, rewarding opportunity to shape client outcomes for wealthy individuals and families. You will join a collaborative culture with a clear path for professional growth and accreditation.
Responsibilities
- Advise on inheritance tax, estate planning and estate administration
- Provide lifetime planning guidance including Lasting Powers of Attorney and Court of Protection
- Support professional deputyship services and protection of vulnerable adults
- Deal with trusts and wealth management across Hertfordshire, London and the UK
Key requirements
- 2-6+PQE in private client
- Solid grounding in private client work
- STEP or SFE accreditation (ideal) or willingness to gain
- Strong team player with motivation and a positive attitude
- team player
- motivated
- positive attitude
- estate planning
- estate administration
- trusts
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