About this role
Role Overview
- Work on a range of complex private client matters
- Dealing with wills and probate, Lasting Powers of Attorney, trusts, Capital Gains tax and estate planning
- Collaborate with the Private Client team
- Act as the trusted advisor for clients and contacts alike
Requirements
- Experience in a range of private client matters including complex wills, trusts, business succession planning, inheritance tax planning and estate administration, Landed estates
- A strong background of working with an established network of referrers and of developing strong relationships with a range of clients including HNW individuals, Multi generational families, elderly clients and business owners
- Able to work independently manage their own caseload and supervise others in the team as needed
- Ideally you will be STEP qualified
Benefits
- 25 days’ holiday (increasing to 32 days through our loyalty recognition programme)
- Pension scheme
- Private medical insurance
- Life assurance
- Income protection insurance