Private Client Specialist
4 weeks ago
Elite Touch Group Ltd is seeking a highly skilled Private Client Specialist to join their Private Client team.
The successful candidate will have experience in all aspects of private client work, including drafting and advising on Wills and LPAs, managing probate matters, and advising clients on estate planning.
Key Responsibilities:
- Drafting and advising on Wills and LPAs
- Managing probate matters, including obtaining grants of probate and administering estates
- Advising clients on estate planning to ensure the efficient transfer of wealth and assets
- Handling complex estate planning cases involving trusts and related legal matters
- Assisting clients with contested probate cases, providing expert advice and representation where disputes arise
- Providing compassionate and professional advice to clients during emotionally challenging times
- Building and maintaining long-term relationships with clients and contacts, offering tailored advice and solutions
- Help drive the department forward
Requirements:
- Experience in all aspects of private client work
- Confident telephone manner handling telephone enquiries from clients and third parties
- Ability to audio and copy type and deal with general administration duties
- Proficiency with Outlook, Word, and preferably Excel
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