Private Client Advisor

Private Client Advisor Permanent Full-Time Suffolk or LondonWe 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 ResponsibilitiesWill WritingDrafting 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 AttorneyDrafting 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 and ..... full job details .....