Private Client Specialist

4 days ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

Company Overview:

IDEX Consulting is a respected legal services provider with offices in Cannock, Lichfield, and Sutton Coldfield.

We offer agile working solutions, allowing our employees to choose between different work locations and methods.

About this Role:

  • Deliver expert private client advice to clients, ensuring high-quality service delivery.
  • Contribute to department/firm growth by attracting new business and fostering relationships with existing clients.
  • Carry out comprehensive research to guarantee the accuracy of advice and adherence to established procedures.
  • Demonstrate significant expertise in various aspects of private client work, including Trust and Estate Accounts and Tax Returns.
  • Showcase a proven track record in your practice area, highlighting technical proficiency, commercial acumen, and robust business development skills.

Estimated Salary: £90,000 - £130,000 per annum



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