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Senior Private Client Advisor
3 months ago
Themis Recruit is on the lookout for a skilled Senior Private Client Advisor to enhance our team. This position is ideal for those who are dedicated to delivering personalized legal guidance in areas such as trusts, taxation, and estate planning.
Key Responsibilities:- Providing bespoke estate planning strategies for a diverse range of clients, including high-net-worth individuals
- Drafting intricate Wills and Lasting Powers of Attorney tailored to client needs
- Overseeing the management of estates and trusts
- Preparing Trust documentation while offering insights on tax implications and compliance
- Facilitating business succession planning for proprietors
- Assisting colleagues with complex legal matters
- Establishing professional relationships through networking opportunities
- A minimum of 8 years of post-qualification experience (PQE)
- Proficiency in self-assessment tax returns
- Membership in SFE and/or STEP is highly advantageous
- Exceptional attention to detail and communication abilities
- Strong time management skills with the capacity to work autonomously or collaboratively
- Ability to maintain composure in high-pressure situations
- Attractive salary and performance-based bonus
- 26 days of annual leave in addition to public holidays
- Flexible working arrangements to support work-life balance
- Special day off for your birthday
- Pension contributions, life insurance, and income protection plans
- Health insurance options including Vitality and Medicash
- Wellbeing initiatives, including premium access to Calm and a 24/7 employee support helpline