Private Client Associate

2 weeks ago


Royal Tunbridge Wells, United Kingdom Pearson Whiffin Recruitment Ltd Full time
Job Title: Private Client Associate

Job Summary:

We are seeking a highly motivated and experienced Private Client Associate to join our team at Pearson Whiffin Recruitment Ltd. As a Private Client Associate, you will be responsible for providing exceptional client service and support in all aspects of Wills and probate work.

Key Responsibilities:

  • Engage with prospective clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others)
  • Produce (or manage the delegated production of) timely, well-considered, written advice to clients and the required legal documents to progress and conclude their matter
  • Ensure all aspects of the matter are fully recorded
  • Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly
  • Exercise high standards of client care in a professional and pleasant manner at all times
  • Ensure effective financial management on files
  • Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas

Requirements:

  • Prior experience working in a busy Private Client department
  • Knowledge of Wills, Powers of Attorney, and estate administration
  • Ability to manage your workload
  • A confident communicator with excellent client service skills
  • A high degree of efficiency and accuracy
  • Experience in marketing initiatives and promoting services

Package:

  • Up to £60,000 (dependent on experience)
  • Discretionary bonus scheme
  • Excellent additional benefits
  • Hybrid working options


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