Private Client Specialist

1 week ago

Newcastle, New South Wales, Australia beBeeExpert Full time $150,000 - $250,000

About Our Opportunity

We are seeking a seasoned professional to join our National Private Client Advisory team in Newcastle.

This is an exciting opportunity for the right candidate to lead and manage teams, while providing expert advice to high net worth individuals and families on estate and succession planning.

Key Responsibilities:

  • Provide technical expertise in private client matters including complex wills, lifetime trusts, deeds of variation, powers of attorney, and estate administration.
  • Lead on the growth of our private client offering in the North East region, collaborating with colleagues in our National Private Client team.
  • Advise on lifetime IHT planning and taxation of trusts and estates.
  • Demonstrate strong client relationship management skills, with a focus on business development and established relationships within the North East market.

The Ideal Candidate

  • Must be STEP qualified and have strong financial disciplines.
  • Able to work collaboratively with other teams and external professionals.

We Offer

An excellent opportunity to grow your career in a dynamic environment.

About Us

We are a national law firm with a local reach, committed to providing expert advice to individuals and businesses.

Our Values

  • We value each member of our team for who they are and what they bring.
  • We support our colleagues to work in a way that suits them, our clients, the business, and regulators.

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