Posted by JS3 Recruitment Ltd • £40K/yr to £50K/yr
About the Firm
A key role has become available at a distinguished law firm dedicated to providing comprehensive legal services to individuals and businesses.
With a rich history of excellence and a reputation for delivering high-quality legal solutions, we pride ourselves on our client-focused approach and our commitment to achieving the best possible outcomes.
Role Overview
The Head of Private Client will lead and expand the Private Client department, encompassing areas such as Wills, Probate, Trusts, Estate Administration, Court of Protection (including applications), Deputyship management, IHT and Asset Protection Advice, Lasting Powers of Attorney and Administration of Compensation trusts .
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.