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Estate Planning and Administration Specialist
2 months ago
Our client, a prominent regional law firm known for its comprehensive legal services for both individuals and enterprises, is looking for a qualified solicitor or CILEX to join their expanding Wills, Trusts, and Probate (Post-Death) team. The ideal candidate will possess between NQ and 3 years of post-qualification experience and should ideally hold or be eager to pursue STEP accreditation.
Key Responsibilities:
- Engage in the taking of instructions and the drafting of Wills, Lasting Powers of Attorney (LPAs), and general Powers of Attorney.
- Manage a diverse workload primarily focused on Probate and estate administration, ranging from straightforward cases (below IHT threshold) to more complex, taxable estates requiring IHT400 submissions.
- Demonstrate the ability to handle estates where the deceased has passed away intestate, with a solid understanding of intestacy laws and procedures.
- Possess knowledge of trusts and the fundamental tax implications associated with trusts at their inception and throughout their duration.
- Have a basic understanding of establishing and managing Life Interest trusts and Discretionary trusts following a death, particularly where such trusts are specified in a deceased's Will.
- Exhibit awareness and experience regarding issues pertinent to older clients, alongside an understanding of the Court of Protection and deputyship matters.
Candidate Requirements:
- NQ to 3 years PQE (Solicitor or CILEX).
- STEP membership is highly desirable but not mandatory.
- Strong team player who is self-sufficient and able to work independently.
- Capability to interact with clients from a wide range of backgrounds, from modest estates to high-net-worth individuals.
- Willingness to engage in networking and business development activities when opportunities arise, acting as a positive representative for the firm.
- Awareness of potential cross-referral opportunities within the department and across other departments within the firm.
- Ability to maintain composure and methodical work habits under pressure.
- Ownership of a vehicle is advantageous.
Benefits:Financial Benefits:
- Competitive salary package.
- Incentive schemes for firm-wide and fee earners.
- Contributory pension scheme.
- Annual travel loan options.
- Referral bonuses for successful recruitment recommendations.
- Generous annual leave provisions.
- Flexible and hybrid working arrangements.
- Enrollment in a healthcare cash plan.
- Employee Assistance Program offering support for personal challenges affecting work performance.
- Access to designated mental health first aiders.
- Participation in wellbeing webinars.
- Provision of complimentary fruit for all staff.
- Annual summer social events.
- Yearly festive celebrations.
- Regular lunchtime social activities, including walks, picnics, and charity bake-offs.
- Quarterly team lunches.
- Annual online staff quiz.
- Clear progression pathway with defined objectives for those aspiring to advance into senior roles.
- Biannual appraisal system.
- Monthly one-on-one meetings and departmental discussions.
- Support for various panel memberships and legal qualifications.
- Continuous training in regulatory compliance.
- Opportunities for business development, marketing, and networking.