Private Client Specialist

3 weeks ago


Blackburn, Blackburn with Darwen, United Kingdom Jobbankentrepreneur Full time
Job Description

We are seeking an experienced Private Client Specialist to join our team at Jobbankentrepreneur. The successful candidate will have a proven track record in Wills and Probate, with excellent communication skills and the ability to work independently.

Key Responsibilities
  • Attending clients to take instructions relating to Private Client matters and advising accordingly
  • Setting up case files and running them from start to completion
  • Drafting documents, including attendance notes, letters to clients, Wills, Lasting Powers of Attorneys, and Inheritance Tax paperwork
Required Skills and Qualifications
  • 2-4 years established experience in Private Client
  • Ability to manage own case load with minimal supervision
  • Competent use of Microsoft Office and Excel
  • Confident telephone manner
Salary and Benefits

The salary for this role is estimated to be £45,000 - £60,000 per annum, depending on experience. The successful candidate will also receive a comprehensive benefits package, including professional development opportunities and a supportive working environment.



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