Private Client Specialist

4 weeks ago


Greater Manchester, United Kingdom Actis Recruitment Full time

At Actis Legal, we are seeking a Private Client Specialist to join our well-established team. This is an excellent opportunity for a motivated individual to engage in the full spectrum of private client services, advising on instructions that require estate and wealth protection measures.

The ideal candidate will have experience in preparing Wills, assessing estates on potential tax liabilities, and obtaining Grants and administering Estates. They will also be skilled in providing advice on Lifetime gifts and tax issues, Elderly Client Advice, Trusts administration, and Court of Protection advice and applications.

This role offers a competitive salary range of £40,000 - £52,000, depending on qualifications and experience. The successful candidate will work as part of a talented and friendly team, supporting a sensible approach to work/life balance. We welcome applications from those looking for part-time arrangements and offer flexibility and hybrid working options.



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