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Private Client Team Lead
2 months ago
About the Role
The successful applicant will be required to deal with Wills and Probate matters as well as other Private Client work. You will therefore have an interest in dealing with complex files and will have experience of and typically be involved in the following:
• Preparation of Wills and Lasting Powers of Attorney for UK based and international clients
• Estate planning (including lifetime and post-death planning), to cover advice on inheritance tax, capital gains tax and income tax and the creation of lifetime trusts
• Obtaining grants of probate or letters of administration and administering estate, including foreign domicile, re-sealing of grants and intestate estates
• Preparing deeds of variation, deeds of gifts and deeds of family arrangement
• Providing trust advice particularly around setting up, management and administration with reference to the firm's dedicated Trust Administration team.
About You
The successful applicant will have a confident and personable approach with excellent communication skills – comfortable working as part of a team with experience of supervising and delegating to others. You'll have a broader aspiration to become involved in the overall management of the team and the wider Succession & Tax Practice Group.
In addition to a STEP qualification, you should be able to evidence strong technical skills and a flair for business development. Your broader experience should include a sound and solid background in wills and probate with experience of running independent caseloads
Our Offer
We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional client service and we are looking for someone who shares our values and is passionate about delivering high-quality work.
