At a Glance
- Tasks: Manage estate planning for high-net-worth clients and draft complex wills.
- Company: Award-winning independent financial planning firm with a supportive culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and growth opportunities.
- Other info: Join a dynamic team committed to your professional development.
- Why this job: Take ownership of impactful projects and build lasting client relationships.
- Qualifications: Two years' experience in will writing and private client work required.
The predicted salary is between 54000 - 66000 £ per year.
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.
Private Client Fee Payer in Rochester 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 thrive in a dynamic environment while managing meaningful relationships with high-net-worth clients. Located in Chatham, the firm provides a unique opportunity to engage in impactful estate planning services, making it an ideal place for professionals seeking rewarding careers in financial planning.
Contact Details:
Fingerprint Estate Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Fee Payer in Rochester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fingerprint Estate Planning. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Fee Payer in Rochester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fingerprint Estate Planning.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fingerprint Estate Planning's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fingerprint Estate Planning
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fingerprint Estate Planning.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fingerprint Estate Planning will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fingerprint Estate Planning employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
