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Private Client Partner

Pearson Whiffin Recruitment Ltd
Posted 2 days ago, valid for 3 days
Location

West Malling, Kent ME19 6RJ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Client Partner position offers a salary of £110,000 and is located in Kent.
  • The role requires a Partner with expertise in Private Client matters and a minimum of six years of relevant experience.
  • Key responsibilities include managing high-net-worth estates, estate and tax planning, and ensuring trustees meet their obligations.
  • Candidates should be STEP qualified and possess strong interpersonal and negotiation skills.
  • The package includes 30 days of holiday, a pension scheme, and additional benefits such as a cycle to work scheme and share incentive plan.

Job Title: Private Client Partner

Salary: £110,000

Location: Kent 

Overview:

An excellent opportunity has arisen with my client, a top 40 law firm who have shown exceptional, organic growth over the last 6 years. We are looking for a Private Client Partner to play a key role in the development of Private Client department.

Duties include:

  • Providing guidance on wills, lasting powers of attorney, trusts and probate matters of varying degrees of size and complexity
  • Administrating high-net-worth estates
  • Assisting with estate and tax planning
  • Setting up and managing trusts
  • Ensuring trustees fulfil their responsibilities and duties
  • Acting for high-net-worth individuals, business owners, property portfolio investors and clients who have inherited substantial amounts of money

The successful candidate will have/be:

  • A Partner specialising in Private Client matters
  • STEP qualified
  • Experience managing a team as well as managing a busy caseload of Private Client matters
  • Exceptional interpersonal, communication and negotiation skills with the ability to develop and maintain strong internal and external relationships

Package:

  • Circa £110,000
  • 30 days holiday plus BH
  • 4x Life Assurance
  • 5%/5% Pension Scheme
  • Electric Car Scheme
  • Cycle to work scheme
  • Share Incentive Plan – giving you the option to buy up £1800 of share each year, with an additional contribution by us of up to £900

If you feel you meet the above criteria, please apply online for immediate consideration.

This role is being handled by Harrison Rowe, Legal & Compliance Specialist for Pearson Whiffin Recruitment.

Not quite the right role but still looking?

Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent’s leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.

Find us on Facebook @PearsonWhiffinRecruitment and Instagram @PearsonWhiffinRecruitment.

By working with us, you will be helping support charities across Kent; we have raised over £50,000 so far!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.