Wealth Management Specialist

2 days ago


Pudsey, Leeds, United Kingdom Sacco Mann Full time

**Join Our Team:**

Sacco Mann is a well-established law firm seeking a Wealth Management Specialist to join their Private Client team in Leeds. In this role, you will work closely with high net worth individuals, providing expert advice on wills, trusts, probate, and LPAs. With a minimum of 3 years' experience in private client law, you will be responsible for:

  • Assessing Client Needs: Conduct meetings with private clients to understand their requirements and provide tailored advice on various matters, including estate planning, probate, and trust management.
  • Document Review: Review and draft accurate and compliant legal documents, such as wills, powers of attorney, and trust deeds, ensuring smooth execution and compliance with relevant laws.
  • Estate Planning: Help clients plan and manage their estates, including probate applications, asset valuations, and distribution of assets to beneficiaries.
  • Trust Administration: Manage and administer trusts on behalf of clients, setting up new trusts and ensuring compliance with trust terms and legal requirements.

With a competitive salary of £60,000 - £80,000 per annum, depending on experience, and a comprehensive benefits package, this is an attractive opportunity for a motivated and dedicated individual to join our team.


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