High Net Worth Client Specialist

2 days ago


Preston, Lancashire, United Kingdom Realm Recruit Full time
High Net Worth Client Specialist at Realm Recruit

Realm Recruit is a leading legal firm that specializes in providing expert advice to high-net-worth individuals and families. We are seeking an experienced High Net Worth Client Specialist to join our team in Preston.

This role involves managing a diverse caseload of wills, estate planning, probate, and trusts, with a particular emphasis on high-net-worth clients. You will work closely with the leadership team to develop and implement effective strategies for client engagement and business growth.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience. This is a top-of-market salary that reflects the firm's commitment to attracting and retaining exceptional talent.

You will relish a comprehensive suite of benefits, including support through training and clear pathways for progression evident from the firm's leadership history. The firm offers a blend of office and remote working, with the possibility of a four-day workweek if desired.

About the Role:

  • Manage a diverse caseload of wills, estate planning, probate, and trusts.
  • Focus on high-net-worth clients.
  • Develop and implement effective strategies for client engagement and business growth.

Benefits:

  • Top-of-market salary: £60,000 - £80,000 per annum.
  • Comprehensive suite of benefits, including support through training and clear pathways for progression.
  • Blend of office and remote working, with the possibility of a four-day workweek.


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