Requirements Work closely with individuals, families and business owners to provide practical, thoughtful and commercially minded advice around future planning and asset protection Take the time to understand each client’s wider circumstances — including their priorities, relationships and long-term objectives — ensuring your advice reflects what matters most and helps them plan with confidence Proactively identify clients’ underlying needs, risks and objectives — not just responding to the immediate instruction Advise on Wills, trusts and LPAs Support succession and estate planning matters Build strong relationships with clients and referrers through a deep understanding of their needs and priorities Networking and business development activity Support and mentor junior colleagues Help shape and grow a modern Lifetime Planning offering Core Competencies Demonstrates expertise in Lifetime Planning, providing tailored advice on Wills, Trusts, and LPAs while fostering strong client relationships. Capable of identifying client needs and supporting succession and estate planning efforts with a proactive and commercially aware approach. Highest-signal resume keywords Lifetime Planning Experience Wills, Trusts, And LPAs Advisory Client Relationship Management Networking And Business Development Mentoring And Supporting Junior Colleagues ATS Optimization Keywords Soft Skills Personable Engaging Client-Focused Strong Communication Emotional Intelligence Collaborative Supportive Industry Keywords Succession Planning Estate Planning Asset Protection Client Experience Proactive Advice #J-18808-Ljbffr
Solicitor – Lifetime Planning employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
