Overview
In this role you support a growing Private Client team in Poole, handling a varied caseload and delivering excellent client service. You will work within a collaborative, friendly environment that values development and progression, including support for STEP qualifications. You’ll contribute to business growth while building strong client relationships in line with the firm’s people-first culture.
Pay / Benefits
- Company pension
- Death in service
- Enhanced maternity pay
- Free on site parking
- Company events
- Professional development opportunities, including STEP
Responsibilities
- Manage a varied caseload across Private Client matters (Wills, Probate, Tax planning, Powers of Attorney, Court of Protection, elderly client work)
- Build and maintain strong client relationships
- Support the ongoing growth of the Private Client department
- Collaborate with the team to drive development and progression
Key requirements
- 1-3 years PQE across core Private Client areas
- Excellent communication and client care skills
- Personable, proactive and organized approach
- Ability to manage own caseload confidently
- Enthusiasm for contributing to team and firm-wide development
- strong communication
- client care
- proactiveness
- Wills
- Probate
- Tax planning
…
