Senior Wealth Manager

3 weeks ago


West Midlands Combined Authority, United Kingdom Sacco Mann Full time

A Senior Wealth Manager is sought by Sacco Mann, a leading law firm based in Birmingham City Centre. The ideal candidate will have extensive experience in private client law, specifically in estate planning, tax mitigation, and trust administration.

This role involves leading the Private Client team and providing strategic advice to clients on wills, trusts, and estate planning.

  1. Lead and mentor the Private Client team.
  2. Develop tax mitigation strategies.

Requirements:

  1. Qualified solicitor with extensive experience in private client law.
  2. Proven track record with high-net-worth clients and complex cases.
  3. Expertise in trusts, succession planning, and advanced estate planning tools.

The company offers a competitive salary package, including:

  • £120,000 - £180,000 per annum
  • 28 days' annual leave plus bank holidays
  • Agile working, including home office equipment
  • Pension plan
  • Life insurance (4x salary)
  • Interest-free travel loan
  • Employee Assistance Programme
  • Discounted gym membership and dental scheme
  • Cycle to work scheme
  • Employee offers and discounts


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