Private client specialist Work, Jobs in Gillingham, Ken (with Salaries)

Private Client Specialist
Fingerprint Financial Planning —Chatham
- £30,000 - £36,000 a year
- Part-time
- Administrative experience
- Mentoring
- In-person
- Free parking
- Annual leave
Quick apply
5d
Private Client Partner
Brachers —Canterbury
- Full-time
Private Client
Eventus Recruitment Group —Grays
- £45,000 - £65,000 a year
- Call to connect
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Work from home
Facilities Service Desk & Compliance Co-Ordinator
Poyntell —Cranbrook
- £26,000 - £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
- Free parking
Quick apply
Private Client Partner
Brachers LLP —Canterbury
- Full-time
Clinician Support Team Manager
Psicon —Canterbury
- £60,000 - £70,000 a year
- Monday to Friday
- Hybrid work
- Annual leave
Quick apply
Multinational Service Specialist
QBE —Chelmsford
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Management
PR Account Manager
Spa Communications —Royal Tunbridge Wells
- From £35,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Annual leave
- Work from home
Quick apply
5d
Senior Fulfillment Specialist
Bank of America —Bromley
- Full-time
- Customer service
- Continuous improvement
- Communication skills
- Employee assistance programme
5d
Insurance Advisor
Howden Group Holdings —Sevenoaks
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Customer Service Representative
Wynsdale Group Ltd —Faversham
- From £12.71 an hour
- Overtime
- Sales
- Customer service
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
1d
HEALTH, SAFETY & WELLBEING MANAGER
Laing O'Rourke —Dartford
- IT
Administrator
Aether Compliance Ltd —Chelmsford
- £24,800 - £25,200 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Annual leave
Quick apply
16h
Site Operator - Part Time 16 Hours Essex
Ylem Group Limited —Coryton
- £12,480 - £31,200 a year
- Part-time
- Remote
- Computer literacy
- Organisational skills
- Mechanical knowledge
- Annual leave
- Employee assistance programme
Quick apply
Commercial Manager
Cabot Financial —West Malling
- Sales
- Analysis skills
- Travel
- Employee discount
4d
Payroll Specialist
Gallagher —Chelmsford
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Oracle
- Employee stock purchase plan
- Life insurance
Part Time Nurse – Private Health Insurance
AXA UK —Royal Tunbridge Wells
- £36,750 a year
- Part-time
- Nursing
- Bachelor's degree
- Communication skills
- Annual leave
Senior NOMAD Developer
Bank of America —Bromley
- Full-time
- Financial services
- Banking
- Employee assistance programme
STRATEGIC PLANNING SPECIALIST
Laing O'Rourke —Dartford
- Microsoft Outlook
- Data analysis skills
- Analysis skills
POWER PLATFORM SPECIALIST
Laing O'Rourke —Dartford
- SQL
- APIs
- IT

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Private Client Specialist

Fingerprint Financial Planning
Chatham

Quick apply

Job details

Permanent | Part-time | Full-time
£30,000 - £36,000 a year
5 days ago

Benefits

Free parking
Additional leave
Cycle to work scheme
Annual leave
Company pension
Company events
Employee discount

Qualifications

Technical support
Administrative experience
Mentoring
Communication skills
Tax experience
Time management

Full job description

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

Quick apply

Refine Your Search

private client specialist jobs in gillingham, ken

Private Client Specialist

Private Client Partner

Private Client

Facilities Service Desk & Compliance Co-Ordinator

Private Client Partner

Clinician Support Team Manager

Multinational Service Specialist

PR Account Manager

Senior Fulfillment Specialist

Insurance Advisor

Customer Service Representative

HEALTH, SAFETY & WELLBEING MANAGER

Administrator

Site Operator - Part Time 16 Hours Essex

Commercial Manager

Payroll Specialist

Part Time Nurse – Private Health Insurance

Senior NOMAD Developer

STRATEGIC PLANNING SPECIALIST

POWER PLATFORM SPECIALIST

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