Private Client Manager (IHT, Trust & Probate)

  • Location


  • Sector:

    Tax, Personal Tax, Trusts, Private Client Tax

  • Salary:

    Circa £40,000 - £50,000 (Dependent on Experience)

  • Contact:

    Jack Wood

  • Contact email:


  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


Private Client Manager (IHT, Trust & Probate)


Circa £40,000 - £50,000 (Dependent on Experience)

This is an excellent opportunity to join a growing and leading local practice based in Lewes who are looking for a Private Client Manager (IHT, Trust & Probate).

Supporting the Directors, as a Private Client Manager (IHT, Trust & Probate) you will be responsible for the following;

Growing and developing their specialist IHT, Trust and probate service line offering.

This is a new role an exciting opportunity for someone looking for that next level of responsibility to come and work with the support of the existing team to grow our expertise in this area.

Our client based in Lewes is looking for the following knowledge and qualifications:

The successful candidate will be able to demonstrate a good level of competence & experience in this area, hold a relevant professional qualification and either be STEP qualified or working towards this qualification or be open to undertake further studies to achieve this.

Alongside technical competence we are seeking a motivated individual who wants to make a difference, a participative team player who enjoys interacting with clients, who is confident to seek out new business development opportunities and take a proactive approach to market our service offering.

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 01173 291053

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role