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Brierley Hill, Dudley, United Kingdom Higgs LLP Full time{"h1":{"text":"Private Client Role at Higgs LLP"}}, Job Overview Higgs LLP is seeking a skilled Private Client professional to join our team. As a Private Client Specialist, you will play a key role in supporting clients with their wealth management needs. Key Responsibilities Review and advise on estate planning documentation, including lifetime trusts...
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Brierley Hill, Dudley, United Kingdom Higgs LLP Full time{"h1":{"text":"Private Client Role at Higgs LLP"}}, Job Overview Higgs LLP is seeking a skilled Private Client professional to join our team. As a Private Client Specialist, you will play a key role in supporting clients with their wealth management needs. Key Responsibilities Review and advise on estate planning documentation, including lifetime trusts...
Private Client Principal Associate/Director
2 months ago
We are a leading independent regional law firm dedicated to delivering exceptional service to our clients. Our vision is to be the go-to firm for individuals and businesses seeking expert advice on wealth management, estate planning, and private client matters.
Our team is passionate about helping clients achieve their goals and protect their assets. We take a collaborative approach, working closely with our clients to understand their unique needs and develop tailored solutions.
As a Private Client Principal Associate/Director, you will play a key role in supporting our clients on all aspects of wealth work. You will work closely with our team to provide expert advice on estate planning, inheritance tax, capital gains tax, and other related matters.
Key Responsibilities:
- Review existing estate planning documentation to ensure it meets our clients' needs.
- Prepare and advise on wills, trusts, and other estate planning instruments.
- Provide expert advice on inheritance tax, capital gains tax, and other related matters.
- Work closely with our team to deliver high-quality service to our clients.
- Contribute to the development of our private client team and help drive business growth.
Person Specification:
- High level of attention to detail.
- Strong communication skills, both verbally and written.
- Confident to take responsibility and lead on client matters.
- Able to deliver work in line with deadlines.
- Uphold an excellent reputation and act as a role model to others.
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced professional looking to join a leading law firm, we encourage you to apply for this exciting opportunity.
