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Private Client Executive

1 month ago

Redditch, United Kingdom Swift Placements Full time

**Private Client Executive**

**Location: B98, Redditch**

**Salary/Rate: £35,000 - £40,000**

Due to major growth we are currently recruiting for an experienced Private Client Executive. This role is offered on a hybrid basis of 2 days a week at home with admin support provided by secretaries.

Key responsibilities and duties would be;
- Taking instructions from clients both visiting and outside the office
- Advising clients
- Assisting and advising clients in the completion of legal forms
- File review
- Covering Wills, Probate, Grants, Taxable & Non-Taxable Estates, Trusts, and LPA
- A minimum of 2 years experience handling own case load
- Excellent written and verbal communication skills
- Confident when updating clients
- At least 2 years PQE with relevant qualification
- This vacancy is being advertised on behalf of Swift Placements who operate as a recruitment agency._

**Job Types**: Full-time, Permanent

**Salary**: £25,262.61-£55,845.03 per year

**Benefits**:

- Free parking
- Work from home

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Redditch, Worcestershire: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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