Job Description
Trainee Private Client Adviser
Chesterfield
£24,000- £27,000
About the Firm & Role:
CRA Consulting are proud to be working with a long-established, award-winning firm with over 100 years’ experience in their field. Due to continued growth, they are now seeking a Trainee Private Client Adviser to join their successful and collaborative Private Client team at their Chesterfield office.
This is an exciting opportunity for an individual either will a footing within estate planning/will drafting or a genuine passion for the estate planning sector and looking to begin their career in this field.
You will be supporting clients on a wide range of personal and family issues, including Wills, estate planning, and inheritance matters, while also having the opportunity to develop expertise in Trusts, IHT planning, and broader private client tax work.
The firm also offers structured support toward qualifications such as STEP or CTA, depending on your career interests.
Key Responsibilities:
1. Draft and review Wills and assist in estate planning discussions with clients
2. Liaise with Executors, Trustees, and families to support estate administration
3. Prepare documents and correspondence in...