About the job

Private Client Fee Earner - Estate Planning

  • Location: Kent
  • Salary: Up to £40k per annum basic, (OTE 70-80k)
  • Job Type: Full-time hybrid role (1-2 days working from home)

Are you an experienced Private Client professional seeking to genuinely shape and grow an Estate Planning service? This is a fantastic opportunity to take ownership of a developing Estate Planning and Private Client service, working with an established client base that includes high-net-worth individuals and entrepreneurs.

Day-to-Day Responsibilities:

  • Draft straightforward and complex wills and provide tailored estate planning advice.
  • Prepare and register Lasting Powers of Attorney.
  • Advise on and administer trusts, probate and estate administration.
  • Identify inheritance tax planning opportunities and work collaboratively with IFAs.
  • Develop long-term client relationships and contribute to the growth of the Private Client offering.

More Than Just a Caseload:

  • Build and retain long-term client relationships.
  • Generate cross-referrals with IFAs and identify Estate Planning opportunities from financial reviews.
  • Contribute to the growth and visibility of the Private Client service through excellent client service and repeat business.

About You:

  • At least two years' experience in will writing and private client work, with a proven ability to manage a caseload independently from instruction through to completion.
  • Strong technical knowledge of wills, trusts, estate administration, LPAs, probate and inheritance tax principles.
  • Experience working with high-net-worth clients and handling complex matters.
  • Strong understanding of risk management, compliance and when specialist legal referral is required.
  • Hold, or be working towards, a STEP qualification or a similar relevant qualification in trusts, estate planning or private client work

Why Consider This Opportunity?

  • Influence the development of the Private Client service.
  • Work with complex and high-value cases.
  • Benefit from an established client base and internal referral opportunities.
  • Receive support, ongoing training, and development from experienced professionals.
  • Enjoy benefits such as increasing annual leave, employee pension, Cycle to Work scheme, discount scheme, quarterly team events, and free parking.

Location & Working Pattern:

The role is primarily office-based in Kent, promoting strong team collaboration and client relationships. Both full-time and part-time applications are considered.

Interested?

If you are a Private Client professional who thrives on autonomy and relationship building, and you're eager to lead the development of a service, apply now to take the next step in your career or call Nina Mulhall at Reed Legal for a confidential discussion.

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