Senior Private Client Practitioner

1 week ago


Swindon, United Kingdom Yolk Recruitment Full time
As a seasoned Private Client Practitioner, you will play a key role in our highly successful Private Client team. With a focus on Wills, LPAs, and Probate, you will be responsible for managing a diverse caseload and providing exceptional service to our clients. To be successful in this role, you will need to have extensive experience in a broad spectrum of Private Client work and proven ability to handle high-paced work environments and technical caseloads. You will also need to be a strong communicator and have excellent organizational skills. If you are looking for a new challenge and are passionate about delivering excellent client service, we encourage you to apply.

The key responsibilities of this role include:
  • Managing a diverse caseload within the highly successful Private Client team.
  • Servicing and expanding a portfolio of Private Client work.
  • Identifying and implementing innovative improvements to enhance service delivery.
  • Developing and nurturing strong, profitable client relationships crucial to the department's success.
  • Achieving and exceeding fee income targets, contributing to the ongoing success of the firm.

We offer a competitive salary and benefits package reflective of your skills and experience, up to £55,000 DOE, as well as opportunities for personal development and continuous learning in a supportive and dynamic work environment that encourages professional growth.

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