Private Client Department Manager - JOTM083

Manchester, UK
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Estate Planning Solutions is a specialist Legal Services company based in South Manchester, regulated by The Institute of Professional Will Writers, and owned and managed by a STEP diploma qualified Accountant, with over 12 years’ experience in the Private Client industry. Intention to apply for ABS status in next 12 months.

The company has seen rapid growth over the last 3 years and now needs to recruit a suitably qualified and experienced manager to oversee 6 staff during a period of continued growth.

Duties and responsibilities will include management of staff, customer liaison, compliance, training, technical support and client facing/fee earning.

Must be a motivated and driven individual, highly organised, a good communicator, able to work under pressure, good delegator and passionate about estate planning and delivering excellent customer service.

Salary commensurate to experience and qualifications.  Excellent career development potential for the right candidate.

Substantial experience of wills, trusts, LPAs and estate planning is essential. STEP qualified or working towards is essential.

Part-time/job share will be considered

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