Job Description
Overview
If you enjoy private client work because you genuinely value building long-term relationships with your clients and making a difference at what can often be a difficult time in their lives, this is a role well worth considering.
You will join a friendly, collaborative team where you manage your own varied caseload of private client matters including Wills, Powers of Attorney, Executrices and Trusts. The work is interesting, the quality is excellent and, thanks to the firm’s longstanding reputation, there is a consistent flow of instructions from loyal clients who return time and again.
Whilst you’ll inherit a busy caseload from day one, there is also plenty of opportunity to help further develop the private client offering if business development is something you enjoy. Equally, if your focus is simply on providing exceptional client service and building trusted relationships, you’ll be well supported to do just that.
This is a firm where you’ll be encouraged to develop your career. There is a genuine route for progression, with promotion and partnership very much a realistic prospect over the medium term.
Responsibilities
- Manage a varied private client caseload of Wills, Powers of Attorney, Executrices and Trusts.
- Provide exceptional client service and build trusted relationships with clients.
- Maintain high quality work and uphold the firm’s reputation for excellence.
Qualifications
- Minimum of five years’ PQE with proven experience of successfully managing your own private client caseload.
- Strong interpersonal skills, empathetic approach, and enjoyment of working closely with clients.
- Team oriented mindset, feeling valued and supported in a collaborative environment.