Private Client Specialist
3 weeks ago
Sumer Law is a forward-thinking law firm dedicated to supporting small and medium businesses across the UK and Ireland.
This role offers an exceptional opportunity to make a lasting impact by providing bespoke legal advice to high-net-worth individuals, families, and business owners on managing and preserving their wealth.
Key responsibilities:
- Drafting and reviewing wills that accurately reflect clients' wishes and protect their interests.
- Advising on and establishing trusts to safeguard assets and manage wealth effectively.
- Estate and inheritance tax planning, ensuring efficient tax structures and compliance.
- Handling estate administration, including probate applications and asset distribution.
- Providing tailored wealth protection and succession planning advice to meet individual and family needs.
- Collaborating with accountants and financial advisors within Sumer Law to deliver comprehensive client solutions.
- Supporting the growth of the private client practice, helping to attract new clients and expand the business.
We seek an experienced and qualified Private Client solicitor who has demonstrated expertise in developing long-lasting relationships with high-net-worth individuals and families.
- Ability to draft precise and clear wills, trusts, and other legal documents.
- Proven ability to build strong client relationships, identify opportunities for cross-selling services, and attract new clients to expand the Private Client portfolio.
- Experience working with SME clients, providing consultative and commercially aware advice.
- Success in identifying and securing new private client work, including referrals from accountants, financial advisors, and other professional contacts.
- Efficient management of probate and estate administration processes.
The estimated salary for this role is £95,000 - £125,000 per annum, based on experience. The role is located in the UK or Ireland, offering a competitive salary and benefits package.
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