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 We're 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.
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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 We're 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.
#J-18808-Ljbffr
