At a Glance
- Tasks: Manage private client matters, including Wills, trusts, and estate administration.
- Company: Reputable firm known for innovation and commitment to clients.
- Benefits: Competitive salary, career progression, and a supportive team environment.
- Other info: Opportunity to develop new business and network within the industry.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: 6+ years PQE with excellent client-facing and communication skills.
The predicted salary is between 50000 - 60000 £ per year.
This is a full-time position suitable for an experienced fee earner specialising in private client matters. This role offers opportunity for progression. The successful candidate will work within a team that has a reputation for hard work, innovation and commitment.
Responsibilities:
- To undertake fee earning work, working both independently with minimal supervision and as a member of the team.
- To maintain existing relations with the firm’s clients and assist and help develop new relationships.
- Managing private client matters, with a particular focus on:
- Preparation of Wills and trusts.
- Advising clients with regard to LPAs and Deputy Orders.
- Administration of estates and trusts.
- Managing relationships with IFAs, accountants and clients.
- Maintaining a high level of professionalism and ensuring client matters and information are kept confidential.
Key Skills:
- At least 6+ years PQE or equivalent.
- Excellent client facing skills and the ability to nurture existing clients and third-party relationships as well as the ability to help develop new business and assist in networking events.
- Excellent written and verbal communication skills with a demonstrated ability of building effective and trusting relations with people internally and externally to the firm.
- Proven high level organisational and time management skills with the ability to think ahead, prioritise workload, respond to and manage changing circumstances and work under pressure to meet deadlines.
- A flexible, adaptable and positive attitude to work.
- To achieve agreed financial targets, both in respect of fee income and the recording of chargeable hours.
If you are interested in this position or know someone who might be, please apply.
Private Client Manager in Chelmsford employer: Fox Red Recruitment Ltd
As a leading firm in Chelmsford, we pride ourselves on fostering a collaborative and innovative work culture that empowers our Private Client Managers to excel. With a strong commitment to professional development, we offer tailored growth opportunities and support for our employees, ensuring they thrive in their careers while maintaining a healthy work-life balance. Join us to be part of a dedicated team that values hard work and client relationships, making a meaningful impact in the community.
