The Role

• Manage a diverse and interesting client caseload, including estate administration (including of high value estates and estate with business and agricultural assets), lifetime planning for high-net-worth individuals and business clients, succession planning and elderly client matters.
• Build and maintain strong working relationships with other internal teams (Family, Real Estate, Corporate, Contentious Probate/Trusts) to support their work and encourage cross-referrals into the Private Client team.
• Take an active role in supporting the team leadership by contributing to management, supervising junior staff, ensuring Lexcel compliance, and supporting day-to-day operations.
• Engage in business development and support the ongoing review and improvement of team processes, precedents, and working practices to meet future client and referrer needs.

About You

• A qualified Private Client so...