Private Client Manager  * Job Type: Full-time
* Location: Suffolk
* Salary: Competitive
We are on the lookout for a meticulous and seasoned individual to spearhead our clients Will writing, Power of Attorney, and Estate Administration services. This pivotal role demands a candidate with a robust track record, boasting at least 5 years of hands-on experience and membership with the Society of Trust & Estate Practitioners (STEP). The successful applicant will be instrumental in nurturing the team, shaping technical strategies, and enhancing training programmes.
Role Responsibilities: * Over-see the delivery of top-tier will writing and power of attorney services, ensuring compliance with the STEP Will Writing Code.
* Navigate the complexities of estate administration.
* Offer bespoke technical support across the business, identifying opportunities for service enhancement.
* Conduct thorough reviews of existing wills, LPAs, and trust arrangements, providing peace of mind and clarity to clients.
* Lead the charge in registering and supervising appointments under Enduring Powers of Attorney, safeguarding client interests.
* Administer trusts with precision, managing distributions with empathy and expertise following the loss of a lifetime beneficiary.
* Craft and deliver comprehensive training workshops, fostering a culture of continuous learning and professional growth within the team.
Candidate Profile: * A minimum of 5 years’ experience in managing Wills, LPAs, and Estates.
* A full UK driving licence and readiness to travel for client and estate visits.
* Membership in the Society of Trust & Estate Practitioners (STEP).
* A deep understanding of the legal framework surrounding Wills and LPAs, coupled with experience liaising with the OPG and Court of Protection.
* Insightful knowledge of post-death tax planning strategies.
* Exceptional interpersonal skills to support families during sensitive times.
* Proficiency in trust law, taxes, and accounting principles.
* A self-starter with the drive to work independently and prioritise effectively.
* A strategic thinker with an eye for identifying and nurturing new business avenues.
Benefits: * A competitive salary that reflects your expertise and contribution.
* Opportunities for career progression and professional development.
* A collaborative and supportive work environment.
* A role that offers variety and the chance to make a significant impact in the lives of our clients.
To apply for this exciting, please submit your CV online or email to . Alternatively, if you would like a confidential discussion, Sophie Clarke on .