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Law Graduate Opportunity
Benefits: Comprehensive benefits package, 3 days remote work option
My client, a highly regarded and multi-award-winning Private Client Wealth Management firm, specialises in serving high-net-worth clients and their families, offering expert advice on pensions, investments, protection, and estate planning. We’ve collaborated with this firm for over 8 years, assisting with the placement of most of their dedicated team members. Known for its inclusive and supportive culture, the firm is led by a dynamic Managing Director who prioritises both client and staff well-being, creating an inspiring and enjoyable workplace.
Following a recent promotion, our client seeks a motivated Law Graduate with some exposure to the legal sector, whether through studies or practical experience. In this role, you’ll work closely with clients, guiding them through the preparation and completion of wills and estate planning documents. This is a hands-on position where you’ll support Financial Advisers, clients, and Solicitors by managing and completing all necessary paperwork with the highest attention to detail.
Key Responsibilities:
- Assist clients in preparing wills and estate planning documents
- Liaise between clients, Financial Advisers, and Solicitors
- Manage, organise, and ensure the completion of all documentation
- Handle confidential information with professionalism and care
Requirements:
- Law degree, with any relevant practical experience a plus
- Strong interpersonal skills and excellent written and verbal communication
- High level of organization and sensitivity to client needs
Benefits:
- Full on-the-job training
- Opportunity to work from home up to 3 days per week
- Supportive, collaborative, and inclusive team environment
This role offers a unique chance to see the wills administration process from start to finish, building trust and rapport with clients and helping families secure their futures. If you’re a recent Law Graduate eager to start a meaningful career in private wealth management, apply today to Joanna at FD.
