Job Description
Private Client Fee Payer
Chatham / Hybrid
\n Up to £40,00 per annum + OTE up to £80.000
\n
Job opportunity
\n
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.
\n
Key responsibilities
\n
- \n
- 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.
\n
\n
\n
\n
\n\n
Requirements
\n
- \n
- 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
\n
\n
\n
\n
\n\n
About us
\n
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
Contact Details:
Fingerprint Estate Planning Recruitment Team
