Private Client Manager
- Job Type: Full-time
- Location: Suffolk
- Salary: Competitive
We are on the lookout for a meticulous and seasoned individual to spearhead our clients Will writing, Power of Attorney, and Estate Administration services. This pivotal role demands a candidate with a robust track record, boasting at least 5 years of hands-on experience and membership with the Society of Trust & Estate Practitioners (STEP). The successful applicant will be instrumental in nurturing the team, shaping technical strategies, and enhancing training programmes.
Role Responsibilities:
- Over-see the delivery of top-tier will writing and power of attorney services, ensuring compliance with the STEP Will Writing Code.
- Navigate the complexities of estate administration.
- Offer bespoke technical support across the business, identifying opportunities for service enhancement.
- Conduct thorough reviews of existing wills, LPAs, and trust arrangements, providing peace of mind and clarity to clients.
- Lead the charge in registering and supervising appointments under Enduring Powers of Attorney, safeguarding client interests.
- Administer trusts with precision, managing distributions with empathy and expertise following the loss of a lifetime beneficiary.
- Craft and deliver comprehensive training workshops, fostering a culture of continuous learning and professional growth within the team.
Candidate Profile:
- A minimum of 5 years' experience in managing Wills, LPAs, and Estates.
- A full UK driving licence and readiness to travel for client and estate visits.
- Membership in the Society of Trust & Estate Practitioners (STEP).
- A deep understanding of the legal framework surrounding Wills and LPAs, coupled with experience liaising with the OPG and Court of Protection.
- Insightful knowledge of post-death tax planning strategies.
- Exceptional interpersonal skills to support families during sensitive times.
- Proficiency in trust law, taxes, and accounting principles.
- A self-starter with the drive to work independently and prioritise effectively.
- A strategic thinker with an eye for identifying and nurturing new business avenues.
Benefits:
- A competitive salary that reflects your expertise and contribution.
- Opportunities for career progression and professional development.
- A collaborative and supportive work environment.
- A role that offers variety and the chance to make a significant impact in the lives of our clients.
To apply for this exciting, please submit your CV online or contact Sophie Clarke at Reed.