Private Wealth Management Specialist
Private Wealth Management Specialist

Private Wealth Management Specialist

Full-Time 52000 - 78000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Advise clients on wills, probate, estate administration, and trusts while managing your own caseload.
  • Company: Join a progressive law firm in Islington, London, focused on private wealth management.
  • Benefits: Enjoy hybrid working, a yearly bonus scheme, and private medical insurance.
  • Why this job: Be part of a growing team with a strong reputation and make a real impact in clients' lives.
  • Qualifications: Minimum 6 years’ post-qualified experience with solid knowledge in private client work required.
  • Other info: STEP accreditation is a plus, but not essential; apply now for immediate consideration!

The predicted salary is between 52000 - 78000 £ per year.

Responsibilities:

  • Advising on all aspects of wills, probate, estate administration and trusts.

Required experience:

  • Solid knowledge in advising on all aspects of wills, probate, estate administration and trusts.
  • Expertise in deputyship and court of protection work is advantageous but not essential.
  • Managing your own caseload.
  • STEP accreditation.

Benefits:

  • Yearly bonus scheme.
  • Flexible working.
  • Private medical insurance.

My client is a progressive law firm seeking a Private Wealth Solicitor with a minimum of 6 years’ post-qualified experience, with strong technical expertise in private client work to join our growing team.

If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.

Private Wealth Management Specialist employer: Atlas Recruitment Group Ltd

Join a progressive law firm in Islington, London, where you will thrive in a supportive and flexible work environment that values your expertise in private wealth management. With opportunities for professional growth, a yearly bonus scheme, and private medical insurance, this role offers not just a job, but a meaningful career path in a collaborative team dedicated to excellence in client service.
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Contact Detail:

Atlas Recruitment Group Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Wealth Management Specialist

✨Tip Number 1

Network with professionals in the private wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities.

✨Tip Number 2

Stay updated on the latest trends and changes in laws related to wills, probate, and trusts. This knowledge will not only enhance your expertise but also demonstrate your commitment to potential employers.

✨Tip Number 3

Consider obtaining additional qualifications or certifications that are relevant to private wealth management. This can set you apart from other candidates and show your dedication to professional development.

✨Tip Number 4

Prepare for interviews by practising common questions specific to private wealth management roles. Be ready to discuss your experience with managing caseloads and any relevant cases you've handled.

We think you need these skills to ace Private Wealth Management Specialist

Expertise in Wills and Probate Law
Estate Administration Knowledge
Trusts Management
Deputyship and Court of Protection Work
Strong Technical Legal Skills
Client Relationship Management
Case Management
Attention to Detail
Communication Skills
Negotiation Skills
Analytical Thinking
Time Management
STEP Accreditation
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in wills, probate, estate administration, and trusts. Use specific examples to demonstrate your expertise and any cases you've managed.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private wealth management. Mention your post-qualified experience and how it aligns with the firm's needs. Be sure to express your interest in their progressive approach.

Highlight Relevant Qualifications: If you have STEP accreditation or experience in deputyship and court of protection work, make sure to emphasise these qualifications. They can set you apart from other candidates.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in legal work.

How to prepare for a job interview at Atlas Recruitment Group Ltd

✨Showcase Your Expertise

Make sure to highlight your solid knowledge in wills, probate, estate administration, and trusts during the interview. Prepare specific examples from your past experience that demonstrate your technical expertise and how you've successfully managed similar cases.

✨Understand the Firm's Values

Research the law firm's culture and values before the interview. Understanding their progressive approach will help you align your answers with what they are looking for in a candidate, showing that you are a good fit for their team.

✨Prepare for Technical Questions

Expect to be asked technical questions related to private client work. Brush up on key concepts and recent changes in legislation that may affect your practice area, as this will demonstrate your commitment to staying current in your field.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to professional development or how they support their solicitors in managing their caseloads. This shows your interest in the role and your desire to grow within the firm.

Private Wealth Management Specialist
Atlas Recruitment Group Ltd
A
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