Overview
In this role you will lead a private client caseload within a collaborative firm, focusing on wills, LPAs and estates administration while building strong client relationships. You’ll work with an experienced team to deliver high-quality, client-focused advice and pursue career development in a supportive environment. The position offers clear progression, a competitive salary and a comprehensive benefits package. This is an opportunity to deepen private client expertise and contribute to a forward-thinking team.
Pay / Benefits
- competitive salary
- benefits package
- training and professional development support
- career progression opportunities
Responsibilities
- Manage own caseload across Wills, LPAs and Administration of Estates and Trusts
- Advise clients on lifetime planning and private client matters
- Develop and sustain strong client relationships
- Collaborate with experienced colleagues across a broad range of private client work
- Contribute to ongoing training and professional development within the team
- Support career progression within a collaborative, forward-thinking department
Key requirements
- 5+ years PQE in Private Client
- Solid grounding in advising on private client matters
- Strong technical skills and attention to detail
- Ability to uphold high-quality, client-focused standards
- Keen interest in progressing to more complex private client matters
- STEP qualification or progress toward one is advantageous but not essential
- Client focus and relationship building
- Attention to detail
- Team collaboration
- Wills
- LPAs
- Administration of Estates and Trusts
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