Overview
In this role you will join a distinguished private client team to advise on Wills, probate, wealth preservation and succession planning. You will deliver tailored solutions to meet diverse client needs within a highly regarded practice. You’ll contribute to a supportive environment and benefit from a competitive salary and comprehensive benefits. The opportunity appeals to someone aiming to advance expertise in private client matters and progress toward professional credentials. You will work with cross-functional teams to maintain high standards of service for a top-tier client base.
Pay / Benefits
- competitive salary package
- comprehensive benefits package
Responsibilities
- Advising on Wills, probate, wealth preservation and succession planning
- Delivering tailored solutions to meet diverse client needs
Key requirements
- 3 years PQE in Wills, Probate, Trusts and Mental Capacity
- advantageous to have STEP Membership and SFE Accreditation but not essential
- Wills
- Probate
- Trusts
- Mental Capacity
- wealth preservation
- succession planning
…
