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Private Client Advisor

2 months ago

Sheffield, Sheffield, United Kingdom Natural HR Limited Full time

We are a leading provider of innovative legal services, built on a foundation of trust, expertise, and forward thinking. Our firm is dedicated to delivering exceptional client experiences through our commitment to excellence and innovation.

Our Approach:

We take a tailored approach to meet the unique needs of our clients, cutting through complexity and providing clear guidance throughout their legal journey.

  • Client-Centric
  • Collaborative
  • Results-Driven

The Role:

We are seeking a highly skilled Private Client Lawyer to join our esteemed Private Client Department. The successful individual will provide comprehensive legal advice to clients on a range of specialized Private Client legal matters.

The role will involve working closely with clients to deliver high standards of client care and a first-class customer experience. The individual will be responsible for providing expert advice on a range of specialized legal matters, including will writing, trust and estate planning, tax, capital gains tax, inheritance tax, and care home planning.

Key Responsibilities:

  • Deliver exceptional client care and a first-class customer experience
  • Provide expert advice on will writing, trust and estate planning, tax, capital gains tax, inheritance tax, and care home planning

Department Specific:

  • Will drafting and execution
  • Trust and estate planning
  • Tax planning and advisory services
  • Care home planning and advisory services