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Private Client Manager

2 months ago

Ipswich, Suffolk, United Kingdom Reed Full time
Job Summary

We are seeking a seasoned and meticulous individual to lead our Private Client team as a Private Client Solicitor. This pivotal role demands a candidate with a robust track record, boasting at least 5 years of hands-on experience and membership with the Society of Trust & Estate Practitioners (STEP).

Key Responsibilities
  • Deliver Exceptional Will Writing and Power of Attorney Services
    • Oversee the delivery of top-tier will writing and power of attorney services, ensuring compliance with the STEP Will Writing Code.
    • Navigate the complexities of estate administration.
  • Provide Technical Support and Guidance
    • Offer bespoke technical support across the business, identifying opportunities for service enhancement.
    • Conduct thorough reviews of existing wills, LPAs, and trust arrangements, providing peace of mind and clarity to clients.
  • Lead Training and Development
    • Craft and deliver comprehensive training workshops, fostering a culture of continuous learning and professional growth within the team.
Requirements
  • A minimum of 5 years' experience in managing Wills, LPAs, and Estates.
  • A full UK driving licence and readiness to travel for client and estate visits.
  • Membership in the Society of Trust & Estate Practitioners (STEP).
  • A deep understanding of the legal framework surrounding Wills and LPAs, coupled with experience liaising with the OPG and Court of Protection.
  • Insightful knowledge of post-death tax planning strategies.
  • Exceptional interpersonal skills to support families during sensitive times.
  • Proficiency in trust law, taxes, and accounting principles.
  • A self-starter with the drive to work independently and prioritise effectively.
  • A strategic thinker with an eye for identifying and nurturing new business avenues.
What We Offer
  • A competitive salary that reflects your expertise and contribution.
  • Opportunities for career progression and professional development.
  • A collaborative and supportive work environment.
  • A role that offers variety and the chance to make a significant impact in the lives of our clients.