Overview
In this role, you help shape a modern Lifetime Planning service for individuals, families, and business owners. You work within a specialist Private Client team to provide Wills, trusts, LPAs, and estate planning with a focus on clear, empathetic advice and exceptional client care. You will build lasting client relationships, support referrals, and mentor junior colleagues while helping grow a relationship-driven offering. This is a forward‑looking, people‑centred opportunity in a collaborative firm that values quality over volume. You’ll contribute to a high‑impact, client-focused practice that shapes the firm’s private wealth strategy.
Pay / Benefits
- Flexible hours and hybrid working
- Minimum 25 days’ annual leave
- Holiday buy and sell scheme
- Competitive pension
- Life assurance
- Contributions to gym membership/health benefits
Responsibilities
- Advising on Wills, trusts and LPAs
- Supporting succession and estate planning matters
- Proactively identifying clients’ underlying needs, risks and objectives
- Building strong relationships with clients and referrers
- Networking and business development activity
- Supporting and mentoring junior colleagues
- Helping shape and grow a modern Lifetime Planning offering
Key requirements
- Qualified with experience in Lifetime Planning or wider Private Client work
- Personable, engaging and empathetic
- Able to translate complex legal and financial concepts into clear, practical advice
- Skilled at identifying underlying concerns and guiding clients through important decisions
- Commercially aware and proactive
- A collaborative team player
- Motivated to build relationships and grow networks
- Passionate about delivering exceptional client experiences
- Empathy
- Relationship building
- Communication
- Wills
- Trusts
- LPAs
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