Head of Private Client Succession – Wills, Trusts & Probate (Hybrid)

First Equitable is seeking an experienced private client professional to lead and grow a new succession planning proposition within an established financial planning firm.

You will build and lead a team focused on wills, trusts, estate planning, probate support and estate administration, with access to an existing client bank and a steady stream of opportunities. The role offers a self-employed fee-sharing arrangement and potential longer-term partnership for the right person.

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