Private Wealth Management Specialist
Private Wealth Management Specialist

Private Wealth Management Specialist

Full-Time 39000 - 65000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise clients on wills, probate, estate administration, and trusts while managing your own caseload.
  • Company: Join a progressive law firm in Islington, London, known for its supportive culture.
  • Benefits: Enjoy hybrid working, a yearly bonus scheme, and private medical insurance.
  • Why this job: Be part of a growing team that values expertise and offers flexible working arrangements.
  • Qualifications: Minimum 6 years’ post-qualified experience in private client work is required.
  • Other info: STEP accreditation is advantageous but not essential; apply now for immediate consideration!

The predicted salary is between 39000 - 65000 £ per year.

£65k DOE, hybrid working, location Islington, London (3 days).

Responsibilities:

  • Advising on all aspects of wills, probate, estate administration and trusts.

Required experience:

  • Solid knowledge in advising on all aspects of wills, probate, estate administration and trusts.
  • Expertise in deputyship and court of protection work is advantageous but not essential.

Benefits:

  • Yearly bonus scheme
  • Flexible working
  • Private medical insurance

My client is a progressive law firm seeking a Private Wealth Solicitor with a minimum of 6 years’ post-qualified experience, with strong technical expertise in private client work to join our growing team.

If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.

Private Wealth Management Specialist employer: LinkedIn

Join a progressive law firm in Islington, London, where we prioritise employee well-being and professional growth. With a hybrid working model, flexible hours, and a yearly bonus scheme, we foster a supportive work culture that encourages collaboration and innovation. Our commitment to your development is evident through ongoing training opportunities and a focus on work-life balance, making us an excellent employer for those seeking a rewarding career in private wealth management.
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Contact Detail:

LinkedIn Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Wealth Management Specialist

✨Tip Number 1

Network with professionals in the private wealth management sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.

✨Tip Number 2

Stay updated on the latest trends and changes in laws related to wills, probate, and estate administration. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.

✨Tip Number 3

Consider reaching out to current employees at the firm for informational interviews. This can give you a better understanding of the company culture and what they value in candidates, which you can leverage in your discussions.

✨Tip Number 4

Prepare specific examples from your past experience that showcase your skills in managing caseloads and advising clients on complex matters. Being able to articulate these experiences clearly can set you apart during the interview process.

We think you need these skills to ace Private Wealth Management Specialist

Expertise in Wills and Probate Law
Knowledge of Estate Administration
Understanding of Trusts
Experience with Deputyship and Court of Protection Work
Strong Technical Legal Skills
Client Relationship Management
Attention to Detail
Excellent Communication Skills
Time Management
Problem-Solving Skills
Negotiation Skills
Ability to Manage a Caseload
Adaptability to Changing Regulations
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in wills, probate, estate administration, and trusts. Use specific examples to demonstrate your expertise and any cases you've managed.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for private wealth management. Mention why you are interested in this particular role and how you can contribute to the firm's success.

Highlight Relevant Experience: In your application, emphasise your post-qualified experience, especially if you have over six years in private client work. If you have knowledge of deputyship and court of protection work, be sure to include that as well.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in legal work.

How to prepare for a job interview at LinkedIn

✨Showcase Your Expertise

Make sure to highlight your solid knowledge in wills, probate, estate administration, and trusts during the interview. Prepare specific examples from your past experience that demonstrate your technical expertise and how you've successfully managed similar cases.

✨Understand the Firm's Values

Research the law firm’s culture and values before the interview. This will help you align your answers with what they are looking for in a candidate and show that you are genuinely interested in being part of their team.

✨Prepare for Technical Questions

Expect to be asked technical questions related to private client work. Brush up on relevant laws and recent changes in legislation that may affect wills and probate, as this will demonstrate your commitment to staying updated in your field.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to managing caseloads or how they support professional development. This shows your enthusiasm for the role and helps you assess if the firm is the right fit for you.

Private Wealth Management Specialist
LinkedIn
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  • Private Wealth Management Specialist

    Full-Time
    39000 - 65000 £ / year (est.)

    Application deadline: 2027-07-07

  • L

    LinkedIn

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