High Net Worth Private Client Advisor

5 days ago


Loughborough, Leicestershire, United Kingdom SaccoMann Full time

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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