Senior Private Client Advisor

1 week ago


St Albans, Hertfordshire, United Kingdom Cedar Recruitment Full time

Cedar Recruitment is seeking a highly skilled Senior Private Client Advisor to join our team.

About the Role

You will be responsible for advising clients on trusts, estate planning, and inheritance tax, as well as overseeing probate processes and managing client relationships.

  • Provide strategic estate planning advice to clients.
  • Oversee compliance with regulations and ensure accurate record keeping.
  • Mentor junior team members and support business development.

As a seasoned professional, you will have a strong knowledge of the probate process and trust compliance, as well as CTA and/or STEP qualifications and at least 5 years' experience in probate and private client work.

We estimate the salary for this role to be around £90,000-£110,000 per annum, depending on experience.



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