Private Client Fee Earner

Sacco Mann; Milton Keynes; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking an experienced Private Client Fee Earner to join their expanding team in Milton Keynes. This role offers the opportunity to work within a friendly firm known for its excellent company culture and flexible remote working arrangements. You will advise high-net-worth individuals on personal and trust tax issues, manage a diverse caseload including Wills and Estate Planning, and contribute to business development strategies. If you are passionate about providing high-quality advisory services and want to be part of a growing team, this is the perfect opportunity for you.

Qualifications

• Experience in Private Client law at Fee Earner or Senior Fee Earner level.
• Ability to manage a varied caseload including Wills and Estate Planning.

Responsibilities

• Advising high-net-worth clients on personal and trust tax issues.
• Managing a complex portfolio and supporting junior team members.

Skills

Private Client Law

Tax Planning

Wills and Estate Planning

Client Advisory Services

Business Development

Education

Chartered Legal Executive

Law Degree

Job description

Sacco Mann are recruiting for an experienced Private Client Fee Earner for a friendly and growing firm who are expanding their Milton Keynes offices. The firm has an excellent company culture and a friendly atmosphere. They are looking for someone experienced in Private Client at either a Fee Earner or Senior Fee Earner level.

You will be advising on personal and trust tax issues for high-net-worth individuals, families, and trustees.

The Private Wealth team consists of 16 staff across their current offices, and they have plans to open a brand-new office based in Thames Valley for staff living close by to the area.

Joining the Private Wealth team, you will be working with experienced individuals who provide proactive management of a complex portfolio of clients. Depending at what level you are brought in at, you will either be supporting Senior Associates and Partners, providing a high-quality advisory service to clients, or if at a Senior level, you will be reporting to the Partners and supporting the Head of Department, advising clients, along with supporting and developing junior members of the teams ensuring that department targets are met, being accountable for the business development, and marketing strategy of the firm.

Your caseload will consist of a wide range of matters including Wills, Estate Planning, Estate Administration, Lasting Powers of Attorney, Tax Planning (including IHT) and Trusts. This role would suit Chartered Legal Executives or non-qualified Fee Earners with plenty of Private Client experience and able to run a full and varied caseload. This firm is incredibly flexible with remote working and can offer this for most of the week.

If you are interested in this Private Client Fee Earner role in Milton Keynes, then please get in touch with Jack Scarlott on 0113 467 9782 to find out more information or if you've a CV to hand please submit this for review.