At a Glance
- Tasks: Manage estate planning for high-net-worth clients and draft complex wills.
- Company: Join an award-winning independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and growth opportunities.
- Other info: Opportunity to develop professionally within a growing team.
- Why this job: Take ownership of your work and build lasting client relationships in a dynamic environment.
- Qualifications: Two years' experience in will writing and private client work required.
Private Client Fee Earner Chatham / Hybrid Up to £40,00 per annum OTE up to £80.000 Job opportunity Join a growing, award-winning independent financial planning firm and take genuine ownership of a developing Estate Planning and Private Client service. You’ll manage a varied caseload for high-net-worth individuals, professionals, business owners and entrepreneurs, working closely with experienced IFAs and the wider team. With a £30,000 - £40,000 basic salary plus a performance and growth-linked bonus, there is a realistic OTE of £70,000 - £80,000 and hybrid working for the right person. Key responsibilities Draft straightforward and complex wills and provide tailored estate planning advice. Prepare and register Lasting Powers of Attorney. Advise on and administer trusts, probate and estate administration. Identify inheritance tax planning opportunities and work collaboratively with IFAs. Develop long-term client relationships and contribute to the growth of the Private Client offering. Requirements At least two years' experience in will writing and private client work, with a proven ability to manage a caseload independently from instruction through to completion. Strong technical knowledge of wills, trusts, estate administration, LPAs, probate and inheritance tax principles. Experience working with high-net-worth clients and handling complex matters. Strong understanding of risk management, compliance and when specialist legal referral is required. Hold, or be working towards, a STEP qualification or a similar relevant qualification in trusts, estate planning or private client work About us Fingerprint Estate Planning is part of Fingerprint Financial Planning, an award-winning Chartered Independent Financial Planning and Advice firm based in Kent. We provide truly independent, whole-of-market advice across mortgages, pensions, investments, tax planning and estate planning, while building lasting client relationships. We’re equally committed to our people, providing a supportive environment, ongoing development and genuine opportunities to grow.
Locations
Private Client Fee Earner in Chatham, Kent employer: Fingerprint Estate Planning
Fingerprint Estate Planning is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and development. With competitive salaries and performance-linked bonuses, along with the flexibility of hybrid working, employees can thrive while managing a diverse caseload for high-net-worth clients in the vibrant location of Chatham. Join us to take ownership of your career in a rewarding environment where your contributions directly impact our expanding Private Client service.
Contact Details:
Fingerprint Estate Planning Recruitment Team
