Private Client Advisor
4 days ago
Sellick Partnership is delighted to offer a challenging and rewarding opportunity for a Private Client Advisor to join their team. As a key member of the Estate Planning team, you will be responsible for providing high-quality advice and guidance to clients on Wills, Trusts, and LPAs.
About the Role- Managing a caseload of complex Estate Planning cases
- Engaging with clients through various communication methods
- Working collaboratively with the Estate Planning team
The ideal candidate will have strong attention to detail, excellent communication skills, and the ability to use initiative to prioritize workload. You will also have the opportunity to mentor junior members of the team and contribute to the growth of the Estate Planning team.
What We Offer- Pension with up to 10% employer contributions
- Bonus up to 10%
- 28 days holiday plus bank holidays (rising to 32 in line with service)
- Wellbeing benefits to support your physical, financial, and mental health
- Career progression opportunities
- Discounts on products and services
- Fully remote working with multiple offices throughout the UK if preferred
The estimated salary for this role is £38,000 - £48,000 per annum.
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