Overview
In this role you will support a specialist Lifetime Planning Private Client team within a full-service regional law firm. You will advise on Wills, Trusts and LPAs while helping clients plan for succession and asset protection, working closely with colleagues and referrers to grow the practice. The role blends high-quality private client work with relationship-building and business development in a supportive, career-focused culture. You will have a clear opportunity to shape the growth of a dedicated private client team and make a meaningful difference for clients’ futures.
Pay / Benefits
- Hybrid and flexible working
- 25+ days annual leave plus holiday buy/sell
- Competitive pension and life assurance
- Gym membership contribution
- Ongoing training and clear progression opportunities
- Employee rewards and wellbeing initiatives
Responsibilities
- Advising on Wills, Trusts and Lasting Powers of Attorney
- Supporting succession, estate and wealth planning matters
- Building long-term client and referrer relationships
- Identifying wider planning opportunities and risks
- Contributing to business development and networking activities
- Supporting junior colleagues and helping develop the team
Key requirements
- Experience within Lifetime Planning or Private Client law
- Knowledge of Wills, Trusts, LPAs and estate planning
- Excellent communication and client care skills
- Strong relationship-building abilities
- An interest in networking and business development
- excellent communication
- relationship-building
- client care
- Wills
- Trusts
- LPAs
…
