Wills and Trusts Specialist

5 days ago


Wakefield, Wakefield, United Kingdom Sacco Mann Full time
About the Role

We are looking for a talented Wills and Trusts Specialist to join our client's Private Client department. This is a fantastic opportunity to work on a variety of matters, including wills, trusts, and inheritance tax.

The successful candidate will have upwards of 4 years' experience gained from a Private Client background and will be able to confidently deal with clients and third parties involved on files.

The role involves managing a caseload of Private Client matters, including Administration of Estates, Grant application, and Trusts. Regular liaison with clients and keeping them up to date on the process of their cases is also a key aspect of the job.

Key Responsibilities
  • Manage a caseload of Private Client matters
  • Confidently deal with clients and third parties involved on files
  • Liaise with clients regularly and keep them up to date on the process of their cases
What We Offer
  • Flexible working hours
  • Hybrid working
  • Bupa Wellbeing Plan
  • 5 weeks' annual leave PLUS bank holidays
  • Additional half days off for Christmas Eve and New Years' Eve
  • Recruitment bonus payments
  • Group Life Assurance
  • Perkbox membership


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