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For Companies Wealth Management and Probate Senior Role
Our client specializes in Wealth Management, Wills, Trusts, and Probate matters. They are offering a senior position within their boutique firm, providing opportunities for career growth and a route to Partnership. This role is suitable for someone already leading a small private client team of fee earners or a Senior Associate seeking the next step in their career.
The successful candidate will manage their own clients, many of whom are High Net Worth individuals across Hertfordshire, Essex, and Greater London. The role requires being influential and motivated to lead a small department.
Key Responsibilities
- Meeting and engaging with clients
- Preparing Wills and creating Trusts
- Considering tax implications to mitigate liability
- Estate Planning and administration
- Preparing Lasting Powers of Attorney
Team and Benefits
The team works collaboratively and is friendly. The team comprises full and part-time members at different stages of their careers. You will join as a Department Head, contributing to business planning and mentoring less experienced fee earners. The firm provides full secretarial support and has excellent marketing capabilities, enhancing its reputation and client reach.
Candidate Profile
Key skills include client interaction, as the firm prides itself on customer service and repeat business. Benefits include healthcare and a salary linked to experience. The firm aims to expand into other areas of law, offering a route to Partnership. STEP qualification is advantageous but not essential.
Application Process
For a confidential discussion or to apply, please contact Pip Raffael at ***@bwflegal.co.uk or call 012**********.
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Contact Detail:
Bwf Legal Recruiting Team
