Overview
In this role you advise on private client matters and manage a varied caseload for high-net-worth individuals and business clients. You will draft wills, probate, and estate planning documents, meet clients, and maintain compliant records while supporting department growth. You will work with a supportive team and contribute to a high-standard client service. The opportunity centers on delivering expert advice, expanding the Private Client practice, and building strong relationships.
Pay / Benefits
- pension
- holiday entitlement
- career progression
- supportive working environment
Responsibilities
- Manage a varied caseload of private client matters (wills, probate, trusts, powers of attorney, estate administration)
- Draft wills and related legal documents to a high standard
- Conduct client meetings in person and remotely
- Build and maintain strong client relationships
- Liaise with HMRC, banks and financial advisers
- Maintain accurate records and regulatory compliance
- Contribute to department growth through marketing initiatives and process improvements
Key requirements
- 5+ PQE
- strong technical knowledge of wills, probate, trusts and estate administration
- excellent communication and client care skills
- experience advising high-net-worth individuals and business clients is advantageous
- organized, proactive, able to manage a busy caseload independently
- team-oriented and supportive attitude
- client care
- communication
- organization
- wills
- probate
- trusts
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