Private Client Estate Planning Specialist
1 week ago
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.
- Competitive salary of £45,000 per year.
- Additional leave and company events.
- Employee discount and sick pay.
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