High Net Worth Private Client Specialist

3 weeks ago


Brierley Hill, Dudley, United Kingdom Realm Recruit Full time
Private Client Career Advancement

A chance to progress to partnership has arisen in a highly respected firm known for its extensive private client work.

This role comes with a competitive salary and excellent benefits.

Key Responsibilities:

  • Managing all types of wills, including business/agricultural assets, lifetime trusts, inheritance/capital gains tax, LPAs, and old style EPAs.
  • Immersed in pre-death work, requiring technical skills to handle complex/HNW work.

Requirements:

  • Firm grasp of inheritance and capital gains tax.
  • Notable leadership skills to aid others.

Benefits:

  • A supportive culture with strong investment in staff development.
  • Exceptional flexibility.

How to Apply:

Please click on the 'Apply' button below or contact Jen Crowther at Realm Recruit to learn more about this opportunity.



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