Private Client Position

Private Client Position

We have an opportunity in our West Midlands office, for a Private Client Fee Earner with a minimum of 5 years post qualification experience, reporting to the Head of Department.  More senior candidates will be considered and candidates with contacts or clients to bring will be given priority but this is not essential.

The role:

• To  handle private client work including complex wills, trusts and probates coming into Shirley office.
• To generate new clients
• To generate new work from existing client case, including cross selling or private client work by other departments and to reciprocate where possible.
• To identify and secure new and existing sources of work for the firm from intermediaries, brokers or businesses operating in the professional sector e.g. banks, accountants, IFA’s etc.