Private Client Specialist

1 week ago


Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

**About the Role:**

We are looking for a skilled Private Client Specialist to join our team in Salisbury. As a senior member of the department, you will be responsible for managing a portfolio of private client cases and providing expert advice to clients.

**Salary:** £60,000 - £70,000 per annum, based on experience.

**Key Responsibilities:**

  • Acting on behalf of charities involving complex grant applications and administering large and complex taxable estates including large farms and landed estates
  • Maintaining and developing existing client relationships and identifying new business opportunities
  • Providing expert advice and guidance to colleagues and other teams within the company
  • Ensuring compliance with relevant laws and regulations and maintaining accurate records

**What We Offer:**

A competitive salary, flexible working arrangements, and ongoing professional development opportunities.



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