Overview
In Exeter, join a respected Private Client team that advises high-net-worth individuals, families, trustees and business owners. You will work on wills, trusts, estate administration and succession planning within a supportive, collaborative environment. The role offers early responsibility, direct client contact and the chance to build long-term relationships with a sophisticated client base. You’ll contribute to tax‑efficient wealth preservation strategies and receive strong mentoring and clear career progression. This is an opportunity to establish yourself in one of the South West’s leading private wealth groups.
Pay / Benefits
- hybrid working
- mentoring
- career progression opportunities
Responsibilities
- Advising on wills, trusts and succession planning
- Assisting with estate administration and probate work
- Supporting tax and wealth preservation planning strategies
- Building trusted relationships with individuals, families and trustees
- Managing matters efficiently while delivering exceptional client service
Key requirements
- NQ to 2-year PQE in private client
- Experience with wills, trusts, estate planning and probate
- client service orientation
- relationship building
- collaborative mindset
- wills
- trusts
- estate administration
…
