Senior Wealth Advisor
14 hours ago
We are seeking an exceptional Senior Wealth Advisor to join our highly regarded Wealth and Succession team at Howard Kennedy LLP. As a key member of our Private Client department, you will play a vital role in helping High Net Worth/Ultra High Net Worth individuals, their families, and advisors with their tax and estate planning.
This is an excellent opportunity for someone who is passionate about delivering straightforward advice and solutions that resolve problems and create the circumstances for a smooth and tax-efficient transition of wealth between generations. You will work closely with our clients to understand their unique needs and provide expert guidance on wills, trusts, and estate planning for UK and international clients.
As a Senior Wealth Advisor, you will be responsible for liaising with Personal Representatives, ascertaining the assets and liabilities of the estate, supporting the estate accountant in preparing Estate Accounts, and advising on various aspects of estate planning. You will also have the opportunity to broaden your horizons through fulfilling pro bono and charity projects.
What We Offer:
- A competitive salary of £80,000 - £100,000 per annum, depending on experience;
- The opportunity to work with a highly respected law firm with a large private wealth offering;
- A supportive and dynamic team environment;
- The chance to develop your skills and expertise in estate planning and wealth management;
- A range of benefits, including 25 days annual holiday, Permanent Health Insurance, Life Assurance, Interest-free Season Ticket Loan, Pension Scheme, Staff Introductory Scheme, and Employee Assistance Programme;
About Us:
Howard Kennedy LLP is a leading law firm with almost 200 lawyers in one location. We advise major corporates and institutions as well as entrepreneurial, ambitious enterprises which are often privately or family owned, or private equity backed. We offer a range of services, including business law, private wealth, and dispute resolution.
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