Private Client Advisor

Private Client Advisor | Permanent | Full-Time | Suffolk or London

We are working with a well-established professional services organisation seeking a Private Client Advisor to join their specialist team. This is a broad-ranging role covering will drafting, lasting powers of attorney, and full estate administration, with significant client interaction.

The successful candidate will play a key role in delivering high-quality trustee and executorship services while building long-term relationships with clients and their families.

Key Responsibilities

Will Writing

• Drafting Wills and related documents based on client instructions received via email, telephone, or meetings (in person or virtual).
• Discussing instructions and responding to technical queries from clients and professional advisors, both in writing and at meetings.
• Maintaining accurate and compliant records relating to Wills.
• Processing will-writing fees.
• Managing queries and correspondence relating to inoperative will appointments.
• Reviewing existing Wills and advising on updates where appropriate.

Lasting Powers of Attorney

• Drafting Lasting Powers of Attorney (LPAs) based on client instructions.
• Liaising with clients, family members, and advisors to discuss instructions and address queries.
• Registering, administering, and overseeing appointments where a corporate trustee is acting as Attorney under an Enduring Power of Attorney (EPA), and managing all matters arising as a result.
• Assisting with reviews of existing LPAs.

Executorships & Estate Administration

You will handle estate administration matters from initial notification of death through to final completion, including:

• Meeting with bereaved families and providing guidance throughout the administration process.
• Arranging property insurance and appointing solicitors where required.
• Preparing information to support probate applications.
• Liaising with investment managers, tax specialists, and wealth planning teams as appropriate.
• Advising beneficiaries on inheritance tax matters, making distributions, and arranging payments to HMRC.
• Collecting in estate assets and preparing estate accounts, allocation statements, and R185 certificates.
• Ensuring records are well maintained and easily accessible.
• Developing strong family relationships and identifying opportunities to retain assets and introduce new business.

Skills & Experience

• Sound knowledge of wills and lasting powers of attorney, with practical experience in these areas.
• Awareness of post-death tax planning opportunities, including Deeds of Variation.
• Excellent interpersonal skills, with the ability to deal sensitively and professionally with bereaved clients.
• Confidence handling estates comprising a wide range of asset types.
• Strong communication skills, with the ability to keep beneficiaries, co-executors, and trustees informed both verbally and in writing.
• Strong organisational skills and the ability to prioritise competing matters effectively.
• Commercial awareness and the ability to recognise and progress new business opportunities appropriately.
• Full STEP qualified or progressing towards their studies. Additional support and funding are available (desirable) 

Interested?

For a confidential discussion about this opportunity and further details, please contact Sophie Clarke at Reed (Norwich) and/or apply today!