Private Client Executive

Private Client Executive - West Sussex.

Are you looking for a role outside of private practice where you don't have financial, time recording or billing targets? Then this role could be for you.

This is a fantastic opportunity to join a financial planning firm in an in-house role as a private client executive.

You will provide advice on a range of private client and wealth planning matters including Wills, Estate Administration, Trust Administration, Inheritance Tax and Power of Attorney matters, including drafting of Will documents. This will include advising overseas clients.

You will ideally have at least 2 years experience of advising on most of the above matters and applications are welcome from those with a law firm or in-house background.

On offer is a highly competitive salary and benefits package, along with flexible hours.

For further information please send your CV in Word format to Julie Fernandes at Blue Pelican Legal.

Honest, ethical, professional, knowledgeable recruitment experts. Handling permanent and locum private practice and in-house vacancies across the UK, Blue Pelican Legal offers an exceptional service level to its candidates and clients in line with the Blue Pelican Standards.