Senior Private Client Professional

1 week ago


Cheltenham, Gloucestershire, United Kingdom PT group Full time
Role Overview

We are seeking a highly skilled Private Client Advisory Specialist to join our Cheltenham-based team. As one of the most respected legal firms in the country, we excel in providing top-notch services to high net worth clients, including owner-managed businesses and agricultural clients.

The successful candidate will provide high-grade, profitable fee-earning support in the Private Client Team, advising on and managing a wide range of Private Client issues, including wills, probate, LPAs, trusts, estates, and tax. They will also develop and maintain knowledge on issues within Private Client, working collaboratively with colleagues across the whole team to share knowledge.

This is an excellent opportunity for someone who wants to go places and make a difference in their career. With HCR's growth constantly creating opportunities for people who want to grow and succeed, your career plan can become part of our growth plan.

Key Responsibilities
  • Advise on and manage a wide range of Private Client issues, including wills, probate, LPAs, trusts, estates, and tax.
  • Develop and maintain knowledge on issues within Private Client, working collaboratively with colleagues to share knowledge.
  • Contribute to business development opportunities and identify networking opportunities internally and externally, marketing, and cross-selling.
Requirements

To be successful in this role, you will need:

  • A strong understanding of Private Client law and practice.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively as part of a team.
  • Highly organized and able to prioritize tasks effectively.
Benefits

We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience, plus a range of benefits, including:

  • Bonus Scheme.
  • Private Medical Insurance.
  • Electric Vehicle Scheme.
  • Sight tests/glasses discounts.
  • Scottish Widows Pension Scheme.
  • 27 days annual leave (plus public holidays).
  • Cycle to Work scheme.
  • Life Assurance.
  • 1/3 gym membership contribution.
About Us

HCR is a well-established law firm with ten offices in England and Wales. We pride ourselves on delivering legal advice to businesses and individuals throughout the areas we serve, providing a full-service legal offering that meets our clients' needs.



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