At a Glance
- Tasks: Manage high-value wills and trusts for affluent clients in a collaborative setting.
- Company: Join Fingerprint Estate Planning, part of a forward-thinking financial planning team.
- Benefits: Enjoy a supportive environment with opportunities for professional growth and client interaction.
- Other info: Work in a historic office with a focus on autonomy and teamwork.
- Why this job: Make a real difference in clients' lives while developing your expertise in estate planning.
- Qualifications: Strong technical skills in estate planning and a passion for client service.
The predicted salary is between 60750 - 74250 £ per year.
Fingerprint Estate Planning, a department of Fingerprint Financial Planning, seeks a technically strong Private Client fee earner to own a varied, high-value caseload, focusing on wills, estate planning, trusts, and probate for high-net-worth clients, working with IFAs and the wider team. This is a hands-on role in a collaborative, growth-focused environment.
This office-based position on our historic site emphasizes autonomy and client service; you will develop the private client offering.
Private Client Estate Planner — High-Value Wills & Trusts in Chatham employer: Fingerprint Financial Planning
Fingerprint Estate Planning is an exceptional employer, offering a collaborative and growth-focused environment where you can take ownership of a varied, high-value caseload. With a strong emphasis on autonomy and client service, employees benefit from ongoing professional development opportunities while working in a historic location that fosters a sense of community and purpose.
Contact Details:
Fingerprint Financial Planning Recruitment Team
