Delivering a professional, responsive, high quality service to our clients ensuring full compliance with policies and procedures laid out by the Firm and by regulatory bodies. To act as an ambassador for the Firm at all times, actively promoting its services.
Key accountabilities:
Manage a varied client caseload including; advising on aspects of probate, will drafting, tax planning and estate administration and including powers of attorney, advising on all aspects of trusts, including lifetime, will trusts and elderly client trusts, draft, administration and taxation issues
Deal directly with clients, their families and carers along with other third parties such as medical experts and case managers
Deliver high quality and sympathetic client care and to build a good rapport with existing clients and attract new clients.
Ideal candidate:
1+ years PQE
STEP Qualified - Desirable not essential. Training is available for the right candidate.
Ability to commute to our various offices and clients when needed
What's in it for you:
Excellent working location in the Lake District (You can be up in the fells in no time at all, and there are some great places for therapeutic after work walks/hikes/runs etc!)
Flexible working
Hybrid working
Competitive salary
Paycare benefits including support towards optical and dental fees and access to 24hr GP and online talking therapy.
Generous Pension Plan
Death in service cover
Unlimited access to online training academy courses
Job Types: Full-time, Part-time
Pay: 35,000.00-65,000.00 per year
Benefits:
Company events
Employee discount
Free parking
Relocation assistance
Experience:
Private Client: 3 years (required)
Location:
Kendal LA9 4QA (preferred)
Work Location: In person
Reference ID: THW PC
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