Private Client Executive - East Grinstead
The Role
An opportunity has arisen for an experienced Private Client Executive to their East Grinstead office.
About the Company
This is a fantastic opportunity to join a highly respected firm across Kent & Sussex, They have a lovely team culture. They also have very competitive salaries & benefits packages.
As a local firm, they can get to know their clients and tailor there expertise to meet their requirements. Our excellent staff are approachable and ensure we are always available for our clients, looking after matters promptly and efficiently.
Key Tasks
- Independently managing own caseload
- Taking initial instructions from clients
- Preparing and advising on Wills of various complexity, Lasting Powers of Attorney and other estate planning documentation and ensuring that all documents are legally accurate and professionally written
- Responsible for providing high quality, timely, professional advice
- Correspondence with executors, trustees, beneficiaries, and other professionals
- Attending clients in their own environment as required
- Ensuring that all enquiries involving complex trusts, IHT advice etc, are referred to the Head of Private Client
- Maintain accurate and organised client files and documentation on the Company's case management system
- Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated
About You
- Experience working within a busy Private Client department and must have experience of drafting wills and LPAs and advising clients in relation to estate planning matters
- Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients' needs
- Confident IT skills and working knowledge of case management systems
- High attention to detail
- Must have own transport
This is a fantastic opportunity for the right person.