Private Wealth Lawyer

1 day ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

**Job Summary:**

Cathedral Appointments Ltd is looking for a talented Private Wealth Lawyer to join their thriving team in Exeter.

The ideal candidate will have good expertise in trusts, estate planning, and administration, and be STEP qualified or in the process of gaining this. They will take pride in delivering exceptional client service and encourage colleagues to do the same.

This role involves undertaking a varied and interesting client caseload, including lifetime planning for higher net worth and business clients, succession planning for business owners, farmers/landowners, and professionals, and larger estate administrations.

**Key Accountabilities:

  • Provide expert advice on trusts, estate planning, and administration to clients.
  • Develop relationships with other teams (Family, Real Estate, Corporate, and Contentious Probate/Trusts) to provide assistance with their work and promote cross-referral of work into the Private Client team.

**Requirements and Benefits:

  • Step qualification or equivalent experience.
  • Good expertise in trusts, estate planning, and administration.
  • Natural ability and experience in business development activities.
  • Competitive salary: £75,000 - £100,000 per annum, depending on experience.
  • Enhanced flexible working, profit share scheme, private medical insurance, group life assurance scheme, auto-enrolment pension scheme, performance-related bonus scheme, recruitment referral bonus, access to a comprehensive well-being programme, and enhanced maternity, paternity, and sick pay.


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