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, and hybrid working options.
- Other info: Opportunities for professional development and career growth in a dynamic environment.
- Why this job: Take ownership of your work and build lasting client relationships in a growing field.
- Qualifications: Two years' experience in will writing and private client work required.
The predicted salary is between 54000 - 66000 £ per year.
Private Client Fee Payer 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.41bf1e1f-b16b-4260-a40a-17c77a06fd15
Private Client Fee Payer in 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, employees can expect to thrive in a dynamic environment while managing a diverse caseload for high-net-worth clients. Located in Chatham, the firm provides hybrid working options, allowing for a balanced work-life integration, making it an ideal place for professionals seeking meaningful and rewarding careers in estate planning.
Contact Details:
Fingerprint Estate Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Fee Payer in Kent
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Fingerprint Estate Planning. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Fingerprint Estate Planning.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Fingerprint Estate Planning. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Private Client Fee Payer in Kent
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Fingerprint Estate Planning and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Fingerprint Estate Planning how you can be a team player!
How to prepare for a job interview at Fingerprint Estate Planning
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Fingerprint Estate Planning.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Fingerprint Estate Planning's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
