Client Wealth Specialist

3 weeks ago


London, Greater London, United Kingdom TSR Legal Full time

We are seeking an experienced and ambitious Client Wealth Specialist to join our Private Client team in London. The ideal candidate will have a strong reputation locally with various clients and business networks.

Responsibilities:
  • Provide expert advice on non-contentious private client/wealth matters, including IHT planning, wills, Lasting Powers of Attorney, and Trust drafting.
  • Advise individuals on lifetime giving and wealth protection strategies.
  • Offer pre-sale tax planning advice for shareholders in private limited companies.
  • Develop owner-managed business succession plans.
  • Advise institutional trustees and executors on all aspects of trusteeship and estate administration.
  • Administer taxable estates with business assets, agricultural assets, and trust interests.

The successful candidate will be provided with excellent training and development opportunities to further their career in a stimulating environment.

Estimated Salary: £100,000 - £150,000 per annum.



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