Estate Planning Specialist

3 days ago


Sheffield, Sheffield, United Kingdom CRA Legal Full time
Job Description

CRA Legal is seeking a highly skilled Estate Planning Specialist to join our team. This role involves working with high net worth individuals and complex estates, providing expert advice on wills, trusts, and wealth management.

The ideal candidate will have proven experience in estate planning and a passion for delivering exceptional client service. They will be able to take instructions from clients, give sound legal advice, and manage their own caseload while maintaining the highest levels of attention to detail and client service.

Key Responsibilities:

  • Providing expert advice on wills, trusts, and wealth management
  • Managing complex estate cases
  • Delivering exceptional client service

Requirements:

  • Proven experience in estate planning
  • Strong technical knowledge of wills, LPAs, and trusts
  • Ability to work independently and collaboratively as part of a team

What We Offer:

  • Flexible working options
  • Up to 25 days holiday as standard
  • Generous and flexible pension
  • Westfield Health membership

Estimated salary: £52,500 - £57,500 per annum.



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