Private Client Fee Earner

Job Description

Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.

Private Client Fee Earner
Chatham Historic Dockyard / Hybrid

Up to £40,000 per annum + OTE up to £80,000

Job opportunity

Join a growing, award-winning independent financial planning firm and take genuine ownership of a developing Estate Planning and Private Client service. You’ll manage a varied caseload for high-net-worth individuals, professionals, business owners and entrepreneurs, working closely with experienced IFAs and the wider team. Up to £40,000 basic salary plus a performance and growth-linked bonus, there is a realistic OTE of £70,000 - £80,000 and hybrid working for the right person.

Key responsibilities

• Draft straightforward and complex wills and provide tailored estate planning advice.
• Prepare and register Lasting Powers of Attorney.
• Advise on and administer trusts, probate and estate administration.
• Identify inheritance tax planning opportunities and work collaboratively with IFAs.
• Develop long-term client relationships and contribute to the growth of the Private Client offering.

Requirements

• At least two years' experience in will writing and private client work, with a proven ability to manage a caseload independently from instruction through to completion.
• Strong technical knowledge of wills, trusts, estate administration, LPAs, probate and inheritance tax principles.
• Experience working with high-net-worth clients and handling complex matters.
• Strong understanding of risk management, compliance and when specialist legal referral is required.
• Hold, or be working towards, a STEP qualification or a similar relevant qualification in trusts, estate planning or private client work

About us

Fingerprint Estate Planning is part of Fingerprint Financial Planning, an award-winning Chartered Independent Financial Planning and Advice firm based in Kent. We provide truly independent, whole-of-market advice across mortgages, pensions, investments, tax planning and estate planning, while building lasting client relationships. We’re equally committed to our people, providing a supportive environment, ongoing development and genuine opportunities to grow.

Location

Role is of hybrid nature, involving remote working and office working from a scenic on site location in Chatham Historic Dockyard in Kent. xwzovoh The office is newly refurbished with full amenities.