Overview
In this Private Client role in Birmingham, you will support high net worth individuals through wills, probate, estate administration, and related areas. You work both independently and with the team to maintain client relationships and help develop new referrers. You will handle a broad range of private client matters while upholding professionalism, integrity, and a personal touch. This is a chance to contribute to a well-regarded team within a top national firm.
Responsibilities
- Wills and probate
- Powers of attorney
- Estate administration
- Trusts
- Court of Protection and deputyship
- Tax planning
- Maintain existing client relationships and develop new referrers
Key requirements
- professionalism
- personal touch
- honesty
- Wills and probate
- Estate administration
- Trusts
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