Private Client Lead — Estate & Tax Planning

Nelson Bridges; Coventry; On-site; GBP 65,000 - 85,000; Full time

Benefits offered by this job

25 days' holiday plus bank holidays

Pension scheme

Life cover

Bonus scheme

Flexible working arrangements

Free parking

Job summary

Nelson Bridges is seeking a senior Private Client specialist in Coventry to lead the firm's Private Client offering, focusing on estate and tax planning. The successful candidate will manage a team, handle a varied caseload, and drive performance and growth.

This role requires STEP membership and strong technical expertise, along with excellent communication and leadership skills. The firm offers competitive salary, 25 days holiday, pension scheme, and flexible working arrangements.

Qualifications

• 7+ PQE as a Private Client specialist.
• Experience with taxable estates and complex wills.
• Ability to supervise and mentor a team.

Responsibilities

• Lead and manage the Private Client department.
• Maintain a varied caseload while supervising the team.
• Ensure compliance with internal risk procedures.

Skills

Technical expertise in estate and tax planning

Leadership capability

Strong commercial awareness

Excellent communication skills

Education

STEP membership

Tools

IT proficiency

Job description

Nelson Bridges is seeking a senior Private Client specialist in Coventry to lead the firm's Private Client offering, focusing on estate and tax planning. The successful candidate will manage a team, handle a varied caseload, and drive performance and growth.

This role requires STEP membership and strong technical expertise, along with excellent communication and leadership skills. The firm offers competitive salary, 25 days holiday, pension scheme, and flexible working arrangements.