Overview
In this role you will provide expert guidance on wills, estates, probate, lifetime planning, and trust matters, including LPAs and tax considerations. You will serve high-net-worth clients and families, delivering integrated private client advice. You will engage with clients at events and build lasting relationships, often working with cross-functional support from the firm. This position offers a flexible package and bonuses, with a clear path to growth within private client services. Your work will help families protect and pass intergenerational wealth while maintaining commercial awareness.
Pay / Benefits
- flexible package
- performance-based bonuses
- support from marketing, operations, and compliance teams
Responsibilities
- Advise on wills, complex estates, probate administration, lifetime planning, inheritance tax mitigation, LPAs and trusts
- Provide integrated private client advice for clients such as families with intergenerational wealth, property portfolios, and business owners
- Engage with clients at local events and develop long-term client relationships
Key requirements
- 5+ years PQE in private client / wills & probate
- Commercially minded; empathetic, meticulous; strong client relationship skills
- Confident in engaging with clients and networking
- empathy
- meticulous attention to detail
- strong relationship-building
- wills
- probate
- estate administration
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