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Private Wealth and Inheritance Fee Earner
- Job Type: Full-time
- Location: Farnborough
- Experience: 2-6 years PQE
- Salary: Competitive, based on experience
Join an award-winning Private Wealth and Inheritance team, a Legal 500 ranked firm known for its ambitious approach and commitment to growth. This role offers the opportunity to manage a varied caseload and advise on complex matters, ensuring long-term support and wealth protection for our clients.
Day-to-day of the role:
- Manage a varied caseload including wills, trusts, probate, inheritance tax planning, and estate administration.
- Provide expert advice on complex inheritance and tax matters to protect client wealth for future generations.
- Collaborate closely with other departments such as family law and property to offer comprehensive services.
- Build and maintain strong client relationships through excellent communication and a personal approach.
- Participate in business development activities, including networking events and preparing marketing materials.
Required Skills & Qualifications:
- 2-6 years PQE in Private Wealth, Inheritance, or a related field.
- Strong technical knowledge of wills, trusts, probate, and tax planning.
- Excellent client care skills, able to handle sensitive matters with discretion and empathy.
- Proven ability to manage a busy caseload effectively and meet deadlines.
- STEP qualification or willingness to work towards one is desirable but not essential.
Benefits:
- Generous Fee Earner bonus.
- Free car parking.
- Comprehensive benefits package including a pension, enhanced maternity and paternity pay, 25 days holiday plus an additional day for Christmas closure, and Perkbox benefits.
- Opportunities for professional development within a supportive and dynamic team.
How to Apply:
To apply for this Private Wealth and Inheritance Fee Earner position, please submit your CV and a cover letter outlining your qualifications and interest in the role or reach out to mark DOT watts AT reed DOT co DOT uk.
