Estate Planning Specialist

4 weeks ago


Colchester, Essex, United Kingdom Clara Rose Consultancy Full time
About the Role

We are seeking an experienced Estate Planning Specialist to join our successful legal team in Clacton. This is an excellent opportunity for a dedicated professional looking to advance their career in a supportive environment, without compromising on the quality of work.

Key Responsibilities:
  • Manage a diverse caseload of complex Wills and Estates matters, ensuring high client satisfaction and exceptional service delivery.
  • Collaborate with other departments to drive business growth and develop innovative marketing strategies.
  • Develop and maintain networks to secure new clients and expand our market presence.
Requirements

To succeed in this role, you will need:

  • A minimum of 5 years PQE as a Private Client specialist, with a strong track record of delivering complex Wills and Estates matters.
  • Exceptional client service skills, with the ability to inspire confidence in clients and colleagues alike.
  • A commitment to ongoing professional development, with a desire to stay up-to-date with the latest industry trends and developments.
  • A strong network of contacts within the legal community, with a proven ability to build and maintain relationships.
Benefits

We offer a highly competitive salary of £70,000 per annum, plus benefits including:

  • 25 days annual leave, plus bank holidays and additional days for Christmas closure.
  • A comprehensive medical benefits scheme and Employee Assistance Programme.
  • A staff pension scheme, providing a secure financial future.


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