Private Client Coordinator

3 days ago


Maidstone, Kent, United Kingdom Elite Touch Group Full time
About the Role:

The Elite Touch Group is looking for a highly skilled Private Client Coordinator to join our team. In this role, you will be responsible for assisting with drafting Wills and LPAs, managing probate matters, and advising on estate planning to ensure efficient wealth transfer.

Key Responsibilities:

  1. Drafting and advising on Wills and LPAs
  2. Managing probate matters
  3. Advising on estate planning
  4. Handling complex estate planning cases
  5. Assisting with contested probate cases
  6. Providing compassionate advice to clients
  7. Building relationships with clients
  8. Driving the department forward

Required Skills:

  • Experience in private client work
  • Strong communication skills
  • Proficiency with Microsoft Office

Benefits:

  • Pension scheme
  • Life insurance
  • Disability insurance
  • 22 days annual leave

Estimated Salary: £38,000 - £55,000 per annum.



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