Senior Wealth Manager

3 days ago

Brierley Hill, Dudley, United Kingdom Higgs LLP Full time
About the Role

We are seeking a highly skilled and experienced professional to join our Private Client team as a Senior Wealth Manager. As a key member of our team, you will play a vital role in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Review and advise on estate planning documentation, including lifetime trusts and will structures.
  • Prepare and execute wills, including those that absorb qualifying business assets and agricultural assets.
  • Develop and maintain a comprehensive understanding of inheritance tax and capital gains tax.
  • Provide expert advice on pilot trusts associated with pension planning and life policies.
  • Support and supervise junior team members in their wealth caseloads.
  • Contribute to the implementation of the departmental business plan and the firm's business plan.
  • Maintain a strong profile and network within the business community.
What We Offer

Higgs LLP is committed to developing a diverse business by engaging with the widest pool of talent and promoting equality of opportunity for everyone. We offer a flexible and unique environment for people to grow their careers, with a strong focus on enjoyment, health & wellbeing, developing talent, technical excellence, training, reward and recognition.

We are a charter signatory to The Law Society's Diversity and Inclusion Charter and are committed to creating a workplace that is inclusive and supportive of all employees. Our Higgs' Best FIT (flexible, inclusive, together) principles ensure that people are able to complete their best work from the most appropriate location.

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