Private Client

Job Description

The purpose of the role is to provide professional advice to a variety of clients on all aspects of private client matters including wills, powers of attorney, testamentary trust plans, and family protection trusts.

Key responsibilities will include:

• Managing a varied Private Client caseload, including estate planning, trust management and executry files
• Gaining exposure to Inheritance Tax, Capital Gains Tax and Income Tax
• Working on cases alongside fee-earners and administrators
• Reporting to the Associate and Partner while supporting team growth and development
• Referring work to other departments where appropriate
• Supporting business development and assisting Partners in pursuing new opportunities

The team is keen to hear from candidates with 1-3 years’ PQE with experience in a private client team or firm and specific skills or an interest in estate planning. Previous experience of handling sensitive and complex cases is desirable.  Hybrid working is also available. If this position is of interest to you, please do not hesitate to contact either Teddie or Cameron for an initial and confidential discussion. (Assignment 16000)

teddie@frasiawright.com https://uk.linkedin.com/in/teddie-wright-7b017ab7

cameron@frasiawright.com  https://www.linkedin.com/in/cameron-adrain-22a81627/