Job Opportunity: Senior Private Client Practitioner
Location: Cradley Heath
Are you an experienced private client practitioner with a passion for
estate planning? Our client is looking for a dedicated individual to
join their close-knit, friendly, and supportive team. If you are a full
STEP member with experience advising high-net-worth business owners and
handling trust matters, this could be the perfect role for you
What's in it for you?
* Focus on Estate Planning: Specialise in estate planning and make a significant impact on your clients' futures.
* High Net Worth Clients: Work with high net worth business owners, providing expert advice and building lasting relationships.
* Supportive Team: Join a team where the majority have been with the firm for many years, fostering a supportive and collaborative environment.
* Head Office Location: Be based at our client's head office in Cradley Heath, providing a central and convenient location.
* Professional Connections: Leverage your strong connections with other professional advisers, such as accountants and IFAs, to enhance your practice.
What Were Looking For:
* Experience: You should have extensive experience in
estate planning, advising high net worth business owners, and dealing
with trust matters.
* STEP Membership: Ideally, you are a full STEP member, showcasing your commitment and expertise in the field.
* Client Relationships: You should be adept at developing and maintaining strong client relationships.
* Professional Network: Strong connections with other professional advisers will be highly advantageous.
If you're ready to take the next step in your career and join a supportive and ambitious team, apply now