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Estate and Legal Advisor
2 months ago
Francesca's Recruitment Ltd is seeking an experienced Estate & Legal Advisor to join our client, a dynamic company based in Chesterfield. This is an exciting opportunity for a dedicated professional to work alongside experienced tax and legal advisors, helping safeguard assets and structure wills and trusts in a tax-efficient manner.
Key Responsibilities:- Manage a caseload of Estate projects, including drafting Wills, LPAs, Trusts, and other essential legal documents.
- Assist senior colleagues on complex Estate matters.
- Ensure accuracy and compliance with legal standards, maintaining a strong attention to detail.
- Prioritise workloads effectively, meeting deadlines while maintaining high standards.
- Provide mentorship and leadership to junior members of the team.
- Manage projects from start to completion, ensuring client satisfaction.
- Proven experience working with Trusts and Estates is essential.
- STEP qualification or equivalent experience.
- Strong organisational and influencing skills.
- Excellent attention to detail with the ability to work independently and within a team.
- Strong communication skills at all levels.
Become part of a progressive and supportive firm based in Chesterfield, where you will play a key role in securing clients' futures and protecting their assets. In return, you will benefit from ongoing personal and professional development, as well as a competitive salary and benefits package.