Wealth Management Solicitor or Chartered Legal Executive

2 weeks ago


Exeter, United Kingdom Tozers Full time
Wealth Management Solicitor or Chartered Legal Executive

Do you have the right skills and experience for this role Read on to find out, and make your application.
Exeter, Devon

About Us

With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is seeking a Wealth Management Solicitor or Chartered Legal Executive to join our team on a permanent, full-time basis, working from our Exeter office.

With 26 partners and 140 staff across our offices, we offer unrivalled legal services to businesses and individuals, both locally and nationally.

The Benefits

- Competitive salary, dependant on experience
- Pension
- Travel loan scheme
- Charity and social responsibility scheme
- 25 days holiday
- Extra holiday at Christmas
- A focus on training and development

This is an exciting opportunity for a lawyer with a wealth of technical expertise to join our law firm and hone their skillset.

We are committed to investing in our people, which is why well support you to reach your full potential with access to great opportunities for professional growth and development

Supervised by our team leader and senior associates within the team, this is a fantastic opportunity to develop your skills in this much sought-after area of law.

So, if you want to join a supportive work environment that fosters a sense of belonging and fulfilment, then apply today

The Role

As a Wealth Management Solicitor or Chartered Legal Executive, you will work on client matters, with paralegal and administrative support.

Working within our High-Net-Worth sub-team, you will advise families on the succession planning tools available to them, such as wills, trusts and powers of attorney.

You will also undertake the day-to-day management of complex and high-value estates which require the successful application of Inheritance Tax reliefs and exemptions, including direct negotiations with HMRC to achieve the best results for our clients.

Joining our Wealth Management Team, you will also focus on assisting business-owning families with the tax implications of passing their business down the generations, crafting wills and trusts for succession-planning.

About You

To join us as a Wealth Management Solicitor or Chartered Legal Executive, you will need:

- Qualified lawyer status, to be a technically skilled solicitor, or a Chartered Legal Executive
- A track record of meeting or surpassing financial targets
- A commitment to delivering a high standard of company care

Other organisations may call this role Lawyer, Estate Management Lawyer, Chartered Lawyer, Chartered Legal Executive, or Solicitor.

Webrecruit and Tozers Solicitors LLP are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be.

So, if youre ready to begin your career as a Wealth Management Solicitor or Chartered Legal Executive, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.
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