- Protecting and managing current and future wealth through inheritance tax and estate planning
- Lifetime planning, including Lasting Powers of Attorney, Court of Protection and professional deputyship services and the protection of vulnerable adults.
- Provide written and telephone advice to clients, whilst managing their expectations throughout
- Produce formal letters and documentation
- Maintain the firms existing client relationships and develop new relationships with their party referrers
- A minimum of 2 years PQE
- Strong technical Private Client experience
- Ability to work with little or no supervision
- Excellent written and verbal communication
- A STEP or SFE qualification will be advantageous but not essential
- £40,000 - £60,000 dependent on experience
- St Albans, Hertfordshire
- Hybrid working after probation
- Monday – Friday, 9am – 5:15pm
- Excellent benefits and social events