Private Client Fee Earner

Job Description

Private Client Fee EarnerChatham Historic Dockyard / Hybridn Up to £40,000 per annum + OTE up to £80,000

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Job opportunity

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Join a growing, award-winning independent financial planning firm and take genuine ownership of a developing Estate Planning and Private Client service. You’ll manage a varied caseload for high-net-worth individuals, professionals, business owners and entrepreneurs, working closely with experienced IFAs and the wider team. Up to £40,000 basic salary plus a performance and growth-linked bonus, there is a realistic OTE of £70,000 – £80,000 and hybrid working for the right person.

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Key responsibilities

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• Draft straightforward and complex wills and provide tailored estate planning advice.

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• Prepare and register Lasting Powers of Attorney.

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• Advise on and administer trusts, probate and estate administration.

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• Identify inheritance tax planning opportunities and work collaboratively with IFAs.

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• Develop long-term client relationships and contribute to the growth of the Private Client offering.

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Requirements

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• At least two years' experience in will writing and private client work, with a proven ability to manage a caseload independently from instruction through to completion.

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• Strong technical knowledge of wills, trusts, estate administration, LPAs, probate and inheritance tax principles.

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• Experience working with high-net-worth clients and handling complex matters.

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• Strong understanding of risk management, compliance and when specialist legal referral is required.

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• Hold, or be working towards, a STEP qualification or a similar relevant qualification in trusts, estate planning or private client work

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About us

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Fingerprint Estate Planning is part of Fingerprint Financial Planning, an award-winning Chartered Independent Financial Planning and Advice firm based in Kent. We provide truly independent, whole-of-market advice across mortgages, pensions, investments, tax planning and estate planning, while building lasting client relationships. We’re equally committed to our people, providing a supportive environment, ongoing development and genuine opportunities to grow.

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Location

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Role is of hybrid nature, involving remote working and office working from a scenic on site location in Chatham Historic Dockyard in Kent. The office is newly refurbished with full amenities. 

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