Overview
In this role you will handle a broad range of private client matters, delivering thoughtful support to individuals and families. You will help grow the private client department while strengthening client relationships and upholding high standards of care. The work includes wills, probate, tax planning, and care-related matters, with a culture that values balance and collaboration. You will contribute to the firm’s growth in a supportive, down-to-earth team. This is an opportunity to advance your private client career in a respected regional firm.
Pay / Benefits
- competitive salary and benefits package
- supportive, balanced workplace culture
Responsibilities
- Wills and estate planning
- Probate and estate administration
- Tax planning
- Powers of Attorney
- Court of Protection matters
- Elderly client work
- Developing the department and strengthening client relationships
- Contributing to firm growth
Key requirements
- 1+ years’ PQE in private client
- Clear, confident communication skills
- Proactive, positive approach
- Genuine enthusiasm for building long-term client relationships
- STEP qualification or interest in working towards it (supported)
- clear communication
- proactive attitude
- relationship-building
- Wills and estate planning
- Probate
- Tax planning
…
