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Senior Wealth Manager
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We are seeking a highly skilled and experienced professional to join our Private Client team as a Senior Wealth Manager. As a key member of our team, you will play a vital role in supporting our clients with their wealth planning needs.
Key Responsibilities- Review and advise on estate planning documentation, including lifetime trusts and will structures.
- Prepare and advise on all types of wills, including those to absorb qualifying business assets and agricultural assets.
- Develop and maintain a strong understanding of inheritance tax and capital gains tax in the context of individuals and trusts.
- Advise on pilot trusts associated with pension planning and life policies.
- Work collaboratively with the wider private client team to support clients on all aspects of wealth work.
- Provide supervision and support to more junior team members.
- Contribute to the implementation of the departmental business plan and the firm's business plan.
- Maintain a strong profile and network within the business community.
Higgs LLP is a leading independent regional law firm committed to developing a diverse business by engaging with the widest pool of talent and promoting equality of opportunity for everyone. We offer a flexible and unique environment for people to grow their careers.
We are proud to be charter signatories to The Law Society's Diversity and Inclusion Charter and are committed to creating a workplace that is inclusive and supportive of all employees.
