Private Client Estate Planning Specialist

1 week ago


Birmingham, Birmingham, United Kingdom Additional Resources Full time

We are looking for an experienced Private Client Estate Planning Specialist to join our team. This Full-time, Permanent role offers excellent benefits and a starting salary of £45,000.

The successful candidate will have 5 years PQE in Wills, trusts & Probate and handle complex estates, trusts, and tax planning, provide expert advice, build client relationships, and establish the division as a core service.

Key Responsibilities:
  • Estate Planning: drafting wills, lasting powers of attorney, and other estate planning documents.
  • Tax Planning: offering bespoke advice on inheritance tax and estate planning strategies.
  • Client Support: guiding executors and beneficiaries on their legal obligations.
Benefits:
  • Competitive salary of £45,000 per year.
  • Additional leave and company events.
  • Employee discount and sick pay.


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