Overview
In Bath, join as a self-employed Private Client Consultant to manage wills, LPAs, probate and trusts work within a traditional high street firm. You will handle your own caseload while delivering high-quality client care and tax planning guidance. This role suits someone with strong private client experience and a client following, seeking flexible, fee-share income. You will work closely with a supportive team to advance private client matters and client service goals. A solid earnings potential and autonomous setup offer meaningful professional impact.
Pay / Benefits
- Fee share arrangement
- Earnings potential 55,000-110,000+
- Self-employed/consultant model
Responsibilities
- Wills, LPAs, probate and estate administration
- Trusts and tax planning
- Managing your own caseload
- Providing high quality client care
Key requirements
- Strong recent private client experience
- Excellent communication and drafting skills
- Ability to work independently
- Good IT literacy
- Ideally a client following
- Strong communication
- Independence
- Client-focused service
- Drafting
- IT literacy
- Probate and estate administration
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