Lead Private Client Advisor
3 weeks ago
Lead Private Client Advisor
Location: Bury
Are you an experienced professional looking to redefine the delivery of Private Client services? Perhaps you aspire to transition into a leadership position, or you are currently in a managerial role but find it challenging to realize your vision.
Would you be interested in joining a firm that embraces technological advancements? A firm that not only accepts innovation but actively seeks to leverage it to enhance both operational efficiency and client satisfaction?
This role presents a unique opportunity to significantly influence the trajectory of a Private Client division, fostering growth and innovation while maintaining direct involvement with your own portfolio of private clients.
Your responsibilities will encompass overseeing all facets of client service delivery, managing teams, driving business development, and ensuring adherence to applicable regulations.
Your team will cover various areas, including Wills, Probate, Trusts, Estate Administration, Court of Protection (including applications), Deputyship management, Inheritance Tax and Asset Protection Advice, Lasting Powers of Attorney, and Administration of Compensation Trusts.
Qualifications
Qualified Solicitor with substantial experience in Private Client law (minimum of 3 years PQE).
Extensive background in Wills, Probate, Trusts, Estate Administration, and Court of Protection matters.
Candidate should have completed the STEP diploma or be actively pursuing this qualification.
Perks
Join a forward-thinking firm that values innovation and professional growth.
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