About Fingerprint Financial Planning
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
