High Net Worth Private Client Advisor
5 days ago
About the Opportunity
Situated in Loughborough, Leicestershire, this exciting opportunity is offered by a boutique law firm that forms part of a Financial Planning company.
The successful candidate will work on a diverse range of high net worth and complex Private Client matters, utilising their organisational and prioritisation skills to provide top-quality assistance to the team.
Responsibilities- Manage your own caseload of Private Client matters, including Wills, Trusts, and Probate.
- Create and distribute relevant correspondence and legal documentation.
- Liaise regularly with clients and third parties, such as organisations, to address basic enquiries.
- Utilise excellent IT confidence, with competencies in Microsoft packages, including Word and Excel.
Salary Range: £25,000 - £35,000 per annum
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