Verified Job
Legal
Private Client Specialist
Legal
#38549
Remote / WFH
Fingerprint Financial Planning
Job Description
At Fingerprint Financial Planning, we are a Kent-based, award-winning independent financial planning and advice firm. Just as every fingerprint is unique, our service is tailored to each client’s individual circumstances, providing truly independent advice across mortgages, pensions, investment and estate planning.
Our experienced team of financial advisers and planners focus on building long-term relationships and delivering bespoke solutions to help clients achieve their financial goals throughout life. We pride ourselves on offering a client-centric service that is clear, personalised and whole of market, underpinned by high standards of professionalism and integrity.
We are also passionate about developing our people; we take good people and make them great. By fostering a supportive, collaborative environment and investing in continuous professional development, we empower our team to grow, excel and play a meaningful role in the ongoing success of the business.
About the Role
Are you an experienced Private Client Specialist looking for a role where you can take ownership and grow a private client service? Our firm is seeking a motivated professional to manage and be an intricate part of growing our existing Estate Planning and associated private client services, working alongside our Independent Financial Advisers (IFAs) and wider team.
This is a fully office-based role, requiring the successful candidate to work on-site and collaborate closely with colleagues and clients. It is ideally suited to someone who thrives in a team environment and values face-to-face interaction.
This is a hands-on, service delivery and growth-focused position. You will manage your own caseload of clients, delivering high-quality advice on wills, estate planning, trusts, Lasting Powers of Attorney, and probate. While the role does not require you to be a qualified solicitor, significant practical experience and strong technical knowledge are essential, and you must be confident handling matters competently and independently.
You will work closely with IFAs, Directors, the administrative team, and external professionals where required. While the role requires autonomy and ownership of cases, it is set within a collaborative, office-based environment that values communication, teamwork, and cross-referrals.
Key Responsibilities
Drafting wills, including straightforward and complex structures
Advising on estate planning and care fees planning
Preparing and registering Lasting Powers of Attorney
Advising on and administering trusts (where appropriate)
Probate and estate administration
Inheritance tax planning in collaboration with IFAs
Identifying cases requiring specialist legal referral
Ensuring compliance with Money Laundering Regulations and internal procedures
As the role develops, there may be scope to expand into Court of Protection and Deputyship work.
Case Management
Manage a full and varied caseload independently
Prioritise workload and meet deadlines
Maintain accurate client records and file notes
Use internal systems and case management software effectively
Business Development & Growth
Develop and retain clients according to the agreed strategy
Work with IFAs to generate cross-referrals
Identify planning opportunities from financial reviews
Build long-term client relationships to encourage repeat business
Contribute to the growth and visibility of the private client offering
Essentials
Demonstrates substantial experience in will writing and private client work, and a proven ability to manage a caseload independently from instruction through to completion.
Strong working knowledge of:
Wills, Trusts, Estate Administration
Lasting Powers of Attorney
Probate processes
Inheritance tax principles
Understanding of risk management and regulatory compliance
Ability to identify when matters require specialist referral
Desirables
STEP qualification or working towards STEP. Support for professional development will be provided.
Knowledge of Property Trusts or Family Investment Companies.
Skills & Attributes
Excellent time management and ability to prioritise conflicting demands
High attention to detail
Strong commercial awareness
Confident and professional client manner
Ability to work independently with minimal supervision
Strong interpersonal and communication skills
Administrative support is provided along with mentoring, ongoing training and support from management.
If you are motivated, client-focused, and ready to take ownership of a growing private client service, we would love to hear from you.
What we have to offer
Leading support and training
Mentoring and development from an experienced lawyer provided with outsourced technical support
Annual leave increases with length of service
Employee pension
Cycle to work scheme
Discount scheme
Quarterly team events
Free parking on beautiful historic site
Bonus scheme
Job Details
Full-time or Part-time
In person, office-based
£30,000-£36,000 DOE, benefits and bonus scheme creating a competitive package
Pay: £30,000.00-£36,000.00 per year
Benefits:
Additional leave
Company events
Company pension
Employee discount
Free parking
Experience:
will writing and private client: 2 years (preferred)
Work Location: In person
Our experienced team of financial advisers and planners focus on building long-term relationships and delivering bespoke solutions to help clients achieve their financial goals throughout life. We pride ourselves on offering a client-centric service that is clear, personalised and whole of market, underpinned by high standards of professionalism and integrity.
We are also passionate about developing our people; we take good people and make them great. By fostering a supportive, collaborative environment and investing in continuous professional development, we empower our team to grow, excel and play a meaningful role in the ongoing success of the business.
About the Role
Are you an experienced Private Client Specialist looking for a role where you can take ownership and grow a private client service? Our firm is seeking a motivated professional to manage and be an intricate part of growing our existing Estate Planning and associated private client services, working alongside our Independent Financial Advisers (IFAs) and wider team.
This is a fully office-based role, requiring the successful candidate to work on-site and collaborate closely with colleagues and clients. It is ideally suited to someone who thrives in a team environment and values face-to-face interaction.
This is a hands-on, service delivery and growth-focused position. You will manage your own caseload of clients, delivering high-quality advice on wills, estate planning, trusts, Lasting Powers of Attorney, and probate. While the role does not require you to be a qualified solicitor, significant practical experience and strong technical knowledge are essential, and you must be confident handling matters competently and independently.
You will work closely with IFAs, Directors, the administrative team, and external professionals where required. While the role requires autonomy and ownership of cases, it is set within a collaborative, office-based environment that values communication, teamwork, and cross-referrals.
Key Responsibilities
Drafting wills, including straightforward and complex structures
Advising on estate planning and care fees planning
Preparing and registering Lasting Powers of Attorney
Advising on and administering trusts (where appropriate)
Probate and estate administration
Inheritance tax planning in collaboration with IFAs
Identifying cases requiring specialist legal referral
Ensuring compliance with Money Laundering Regulations and internal procedures
As the role develops, there may be scope to expand into Court of Protection and Deputyship work.
Case Management
Manage a full and varied caseload independently
Prioritise workload and meet deadlines
Maintain accurate client records and file notes
Use internal systems and case management software effectively
Business Development & Growth
Develop and retain clients according to the agreed strategy
Work with IFAs to generate cross-referrals
Identify planning opportunities from financial reviews
Build long-term client relationships to encourage repeat business
Contribute to the growth and visibility of the private client offering
Essentials
Demonstrates substantial experience in will writing and private client work, and a proven ability to manage a caseload independently from instruction through to completion.
Strong working knowledge of:
Wills, Trusts, Estate Administration
Lasting Powers of Attorney
Probate processes
Inheritance tax principles
Understanding of risk management and regulatory compliance
Ability to identify when matters require specialist referral
Desirables
STEP qualification or working towards STEP. Support for professional development will be provided.
Knowledge of Property Trusts or Family Investment Companies.
Skills & Attributes
Excellent time management and ability to prioritise conflicting demands
High attention to detail
Strong commercial awareness
Confident and professional client manner
Ability to work independently with minimal supervision
Strong interpersonal and communication skills
Administrative support is provided along with mentoring, ongoing training and support from management.
If you are motivated, client-focused, and ready to take ownership of a growing private client service, we would love to hear from you.
What we have to offer
Leading support and training
Mentoring and development from an experienced lawyer provided with outsourced technical support
Annual leave increases with length of service
Employee pension
Cycle to work scheme
Discount scheme
Quarterly team events
Free parking on beautiful historic site
Bonus scheme
Job Details
Full-time or Part-time
In person, office-based
£30,000-£36,000 DOE, benefits and bonus scheme creating a competitive package
Pay: £30,000.00-£36,000.00 per year
Benefits:
Additional leave
Company events
Company pension
Employee discount
Free parking
Experience:
will writing and private client: 2 years (preferred)
Work Location: In person
