Private Client Auditor

Private Client Auditor

In-House / Private Practice experience

Multiple office locations

Hybrid - Remote and/or Office Working

£30,800 - £40,000 + benefits

Private Client Auditor is required on a permanent basis to join one of the market leaders within Estate planning.

In this newly created role, you'll work closely with the estate planning team to quality check the conversation between our estate planning consultants and our clients from a legal, risk and compliance perspective. You'll directly contribute to making sure clients have the best experience possible, as well as mitigating risk, maintaining regulatory compliance, and helping to maximise commercial success.

This is a fantastic opportunity for someone with strong technical knowledge in estate planning to develop your training skills whilst making a positive impact on the personal development of consultants. You will be able to work in a hybrid way, with colleagues dividing their time between home and any of the organisation's offices nationwide.

The role of the Private Client Auditor;

• You will work with the legal standards principle and sales manager to identify the core listening to do
• Quality check consultant calls to make sure the clients are receiving legally accurate information and are provided with the best product for them, as well as meeting risk, regulatory and compliance requirements
• Provide guidance to the customer facing consultancy team to make sure that clients receive an excellent standard of care
• Identify and analyse where legal information has been misrepresented or incorrectly applied, making sure this is addressed through feedback, training, and process amends
• Prepare training and deliver upskilling to the consultants mostly virtually

Experience required of the Private Client Auditor;

• Qualified as a private client solicitor, TEP qualified or equivalent experience
• Strong technical knowledge in estate planning and tax planning
• Experience of client-facing advising and instruction taking
• A solid understanding and adoption of SRA standards and regulations
• Great written and verbal communication skills with the confidence to present and deliver training, and build positive relationships with colleagues
• A passion for independent study and ongoing professional development

Benefits of working as the Private Client Auditor;

• Annual bonus scheme (dependent on personal and business performance)
• A pension with up to 10% employer contributions
• 28 days holiday (rising to 32 in line with service) plus bank holidays
• Wellbeing benefits to support your physical, financial and mental health
• Coaching, training, and support such as study leave, to help you develop your skills and progress your career
• Discounts on the company's products and services

How to apply for the Private Client Auditor;

If you are interested in finding out more of simply want to apply for this role, hit the apply button within or contact Chelsey Saxon, Zac Carter, or Danielle Twiss from the Legal in-house team at Sellick Partnership's Manchester office.

Synonyms: Estate Planning Advisor, Legal Quality Analyst, Quality Assurance, Private Client Lawyer

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.