Wealth Management Advisor

4 weeks ago


Sheffield, Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

Sue Ross Recruitment Ltd is seeking a qualified and experienced Wealth Management Advisor to join a dynamic and award-winning Private Client Team within a bustling legal practice.

The successful candidate will play a pivotal role by supporting the Head of the Department, managing a comprehensive caseload of ongoing matters, and developing their own portfolio while overseeing junior team members.

Key responsibilities include:

  • Handling a diverse array of cases such as wills, lasting powers of attorney, estate planning, probate, intestate administration, trusts, and matters concerning elderly clients.
  • Contributing to the growth of the practice through involvement in marketing initiatives and business development.

Essential Skills and Qualifications:

  • Proficiency in Microsoft Office applications, particularly Word and Excel.
  • Experience in preparing Estate or Trust Accounts and managing their distribution.
  • Exceptional communication abilities, with a proven track record of engaging with clients both over the phone and in person.

Our client is a supportive and family-oriented practice that offers a competitive salary along with a comprehensive benefits package for the right candidate.

For further details regarding this opportunity or to explore other vacancies, please reach out to our dedicated team of legal consultants.



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