Private Client Services Specialist

TN United Kingdom; Lincoln; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is looking for a Private Client Services Specialist to join their team in Lincoln. This role offers a unique opportunity to manage various aspects of private client services, including wills, tax planning, and trust management. Ideal candidates will have a keen attention to detail and a passion for client service, contributing significantly to the department's growth. Join a dynamic team where your expertise can make a real difference in expanding private client offerings and enhancing client satisfaction.

Qualifications

• Experience in private client services with a focus on wills and executors administration.
• Strong understanding of tax planning and asset protection strategies.

Responsibilities

• Manage a range of private client service areas including wills and trust management.
• Contribute to the growth of the private client department with attention to detail.

Skills

Attention to detail

Client service

Tax planning

Asset protection

Trust management

Job description

Social network you want to login/join with:

Private Client Services Specialist, Lincoln

Client:

Expert Employment

Location:

Lincoln, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

c7580fad6fdd

Job Views:

5

Posted:

18.04.2025

Expiry Date:

02.06.2025

Job Description:

We are seeking a highly qualified individual to join our team as a Private Client Services Specialist. The successful candidate will handle a broad range of private client service areas, with a particular focus on wills, executors administration (including tax paying estates), tax planning, asset protection (including trust creation), trust management, and issues related to powers of attorney and guardianships. Our ideal candidate will possess excellent attention to detail and demonstrate enthusiasm in contributing to the growth and development of the private client department. This is an exceptional opportunity for the right candidate to make a significant impact and actively participate in the expansion of our private client services.