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Posted 12 days ago

  • Sector: Trust
  • Job Ref: 41002

Be part of a diverse workforce within a leading law firm, where you will have the opportunity to work with a variety of clients and receive professional development support, to ensure you reach your full potential.

Reporting to the Client Services Director, you will be responsible for working with a portfolio of private wealth clients, ensuring excellent client services levels at all times. 

Here you will find a genuine sense of belonging and a strong commitment of this employer helping employees excel, whilst recognising the value of different perspectives and opinions.

Responsibilities will include:

  • Managing and administering a portfolio of private clients, ensuring relationships and transactions are managed to a high standard  

  • Identifying new business opportunities, preparing proposal documents and attending pitches

  • Assisting with take on procedures  

  • Actively developing and motivating a team and providing technical support and training

  • Ensuring client expectations are managed and overseeing the day to day activities of your team 

Experience and skills required:

  • Previous private wealth experience 

  • Hold a relevant professional qualification, such as ICSA or STEP 

  • Ability to manage and prioritise tasks to meet deadlines

  • Proactive and service-orientated approach 

  • Ability to work well within a team and good attention to detail 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.