Overview
In this role you will advise and manage complex private client matters for high net-worth individuals within a boutique private wealth setting. You join a growing, non-traditional firm that prioritizes personalised service and collaborative working practices. You will handle wills, powers of attorney, probate, estate and tax planning, and trusts, contributing to growth and client care. The opportunity offers accelerated progression and a strong bonus/benefits structure within a supportive team.
Pay / Benefits
- strong bonus scheme
- comprehensive benefits
- accelerated progression
- dynamic, non-traditional environment
Responsibilities
- advising on wills, LPAs, probate, estate and tax planning, and trusts
- managing a broad range of private client matters for HNW individuals
- delivering high-quality client care with a collaborative approach
- contributing to business growth and client relationships
- working within a boutique private wealth team
Key requirements
- 4+ PQE (or equivalent)
- strong technical ability in private client matters
- excellent client care
- collaborative and team-focused approach
- client-focused communication
- team collaboration
- attention to detail
- wills
- LPAs
- probate
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