Private Wealth Manager

Private Wealth Manager

London Full-Time 52000 - 78000 £ / year (est.) No home office possible
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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, known for its supportive culture.
  • Benefits: Enjoy hybrid working, a yearly bonus scheme, and private medical insurance.
  • Why this job: Be part of a growing team that values expertise and offers flexible working arrangements.
  • Qualifications: Minimum 6 years post-qualified experience in private client work is required.
  • Other info: STEP accreditation is advantageous but not essential; apply now for immediate consideration!

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

Job Description

Private Wealth Solicitor – £65k DOE, hybrid working, location Islington, London (3 days).

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 Manager employer: Atlas Recruitment Group Ltd

Join a progressive law firm in Islington, London, where we prioritise employee well-being and professional growth. With a hybrid working model, flexible hours, and a yearly bonus scheme, we foster a supportive work culture that encourages collaboration and innovation. Our commitment to your development is evident through ongoing training opportunities, making us an excellent employer for those seeking a meaningful career in private wealth management.
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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 Manager

✨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 and potentially refer you to opportunities.

✨Tip Number 2

Stay updated on the latest trends and changes in wills, probate, and estate administration laws. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.

✨Tip Number 3

Consider reaching out to current employees at the firm for informational interviews. This can give you a better understanding of the company culture and what they value in a Private Wealth Manager.

✨Tip Number 4

Prepare specific examples from your past experience that showcase your skills in managing caseloads and advising clients. Being able to articulate these experiences clearly can set you apart during the interview process.

We think you need these skills to ace Private Wealth Manager

Wills and Probate Expertise
Estate Administration Knowledge
Trusts Management
Deputyship Understanding
Court of Protection Experience
Client Relationship Management
Strong Communication Skills
Attention to Detail
Legal Research Skills
Negotiation Skills
Time Management
Problem-Solving Abilities
Confidentiality and Ethical Standards
STEP Accreditation (or willingness to obtain)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in wills, probate, estate administration, and trusts. Use specific examples to demonstrate your expertise and any relevant qualifications, such as STEP accreditation.

Craft a Compelling Cover Letter: Write a cover letter that outlines your passion for private wealth management and your understanding of the role. Mention your years of experience and how they align with the firm's needs, particularly in managing your own caseload.

Highlight Relevant Skills: In your application, emphasise skills that are crucial for the role, such as strong communication, attention to detail, and the ability to work independently. If you have experience in deputyship and court of protection work, be sure to include that as well.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential in the legal field.

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 approach to private wealth management will help you align your answers with what they are looking for in a candidate, showing that you're a good fit for their team.

✨Prepare for Scenario Questions

Be ready to answer scenario-based questions that assess your problem-solving skills and decision-making process. Think of situations where you had to navigate complex legal issues or client relationships, and be prepared to discuss how you handled them.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to professional development, the types of cases you might handle, or how they support work-life balance. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.

Private Wealth Manager
Atlas Recruitment Group Ltd
A
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