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Estate Planning Specialist

1 month ago

Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full time

Are you a seasoned professional looking for a new challenge in Estate Planning? We have an exciting opportunity for a Tax and Trust Advisor to join our client, a dynamic company based in Chesterfield. As a key member of the team, you will support our experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.

**Key Responsibilities:**

* Manage a caseload of Estate projects, assisting in the legal drafting of Wills, LPAs, Trusts, and other essential legal documentation
* Support senior colleagues on a variety of complex Estate matters
* Ensure accuracy and compliance with legal standards, maintaining high attention to detail
* Effectively prioritise workloads and meet deadlines while maintaining a high standard of work
* Lead in developing junior members of the team
* Manage projects from start to finish

**About You:**

* Experience working with Trusts and Estates is essential
* STEP qualification or equivalent experience
* Strong organisational and influencing skills
* Keen attention to detail and the ability to work independently and as part of a team
* Ability to communicate effectively at all levels

**Why Choose Us:**

* Join our client's experienced, supportive and progressive firm in Chesterfield, playing a vital role in helping clients secure their future and protect their assets
* In return, you will receive continuous personal and professional development plus an exceptional benefits package including:

* Salary is negotiable based on skills and experience
* Flexible working hours
* 7.5 hours per day between 8am and 6pm
* 25 holidays increasing with service (plus ability to buy up to 5 days extra per year)
* Free onsite parking
* Easily accessible by public transport
* Christmas party and summer social events
* Enhanced maternity/paternity/adoption leave
* Death in service 2 x salary
* Plus, much more

If you're ready to take the next step in your career, we'd love you to join a firm where your expertise will make a difference