- Have 5 - 10 years post-qualifying, in relevant area of practise
- Be experienced with handling a caseload including Probate and Administration of Estates, Wills, Lasting Powers of Attorney, Trusts, Inheritance Tax, Capital Gains Tax.
- Desirable qualities: A private client specific accreditation or qualification such as STEP or SFE would be ideal#
- Managerial / HOD experience
- A client-centered focus and proactively maximising client relationships
- A can-do, motivated & positive attitude
- Excellent communicator both written & oral