Private Client Advisor

Private Client Advisor | Permanent | Full-Time | Suffolk or London We are working with a well-established professional services organisation seeking a Private Client Advisor to join their specialist team. This is a broad-ranging role covering will drafting, lasting powers of attorney, and full estate administration, with significant client interaction. The successful candidate will play a key role in delivering high-quality trustee and executorship services while building long-term relationships with clients and their families. Key Responsibilities Will Writing • Drafting Wills and related documents based on client instructions received via email, telephone, or meetings (in person or virtual). • Discussing instructions and responding to technical queries from clients and professional advisors, both in writing and at meetings. • Maintaining accurate and compliant records relating to Wills. • Processing will-writing fees. • Managing queries and correspondence relating to inoperative will appointments. • Reviewing existing Wills and advising on updates where appropriate. Lasting Powers of Attorney • Drafting Lasting Powers of Attorney (LPAs) based on client instructions. • Liaising with clients, family members, and advisors to discuss instructions and address queries. • Registering, administering, and overseeing appointments where a corporate trustee is acting as Attorney under an Enduring Power of Attorney (EPA), and managing all matters arising as a result. • Assisting with reviews of existing LPAs. Executorships & Estate Administration You will handle estate administration matters from initial notification of death through to final completion, including: • Meeting with bereaved families and providing guidance throughout the administration process. • Arranging property insurance and appointing solicitors where required. • Preparing information to support probate applications. • Liaising with investment managers, tax specialists, and wealth planning teams as appropriate. • Advising beneficiaries on inheritance tax matters, making distributions, and arranging payments to HMRC. • Collecting in estate assets and preparing estate accounts, allocation statements, and R185 certificates. • Ensuring records are well maintained and easily accessible. • Developing strong family relationships and identifying opportunities to retain assets and introduce new business. Skills & Experience • Sound knowledge of wills and lasting powers of attorney, with practical experience in these areas. • Awareness of post-death tax planning opportunities, including Deeds of Variation. • Excellent interpersonal skills, with the ability to deal sensitively and professionally with bereaved clients. • Confidence handling estates comprising a wide range of asset types. • Strong communication skills, with the ability to keep beneficiaries, co-executors, and trustees informed both verbally and in writing. • Strong organisational skills and the ability to prioritise competing matters effectively. • Commercial awareness and the ability to recognise and progress new business opportunities appropriately. • Full STEP qualified or progressing towards their studies. Additional support and funding are available (desirable) Interested? For a confidential discussion about this opportunity and further details, please contact Sophie Clarke at Reed (Norwich) and/or apply today!