Estate Planning Specialist

1 week ago


London, Greater London, United Kingdom The Co-operative Group Full time

About the Role


We are seeking an experienced Estate Planning Specialist to join our team. As a key member of our estate planning department, you will play a vital role in managing estate planning cases end-to-end.



Key Responsibilities:

  • Draft and execute wills, powers of attorney, and other estate planning documents with precision and professionalism.
  • Communicate effectively with clients and external partners throughout each case, providing exceptional service and ensuring seamless case progression.
  • Manage an incoming caseload, working closely with clients to achieve successful case outcomes and maintaining accurate records and correspondence.


Requirements:

  • Proven experience in drafting wills and advising clients on estate planning matters.
  • Solid understanding of case management principles and practices.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • High degree of attention to detail and ability to prioritize tasks effectively.


What We Offer:

  • A competitive salary of £35,000 - £45,000 per annum.
  • Ongoing coaching, training, and support for professional development.
  • A comprehensive pension scheme with employer contributions.
  • An annual incentive scheme and 28 days' holiday plus bank holidays.
  • Discounts on Co-op products and services, as well as access to wellbeing programs.


Culture and Values:

We value diversity, equity, and inclusion, recognizing the importance of reflecting the communities we serve.



  • London, Greater London, United Kingdom Appletree Law Wills and Estate Planning Full time

    Job Title: Licenced ConveyancerAbout the RoleWe are seeking an experienced solicitor or legal executive to join our team in the dynamic field of Wills and Probate. This is an excellent opportunity for an individual with 3 years of post-qualification experience (PQE) to make a meaningful impact in clients' lives by providing comprehensive legal services with...


  • London, Greater London, United Kingdom Appletree Law Wills and Estate Planning Full time

    Are you looking for a challenging and rewarding career opportunity in the dynamic field of Wills and Probate? Do you have a passion for estate planning and probate law?About Us:Our law firm is dedicated to providing exceptional legal services to our clients, and we are seeking an experienced solicitor or legal executive to join our team.About the Job:This...


  • London, Greater London, United Kingdom Windermere Real Estate Full time

    Windermere Real Estate: A True CallingWelcome to Windermere Real Estate, where being a Broker is more than just a job – it's a true calling. We believe in exceeding client expectations and elevating the real estate industry through our unwavering commitment to excellence.Responsibilities:Determine clients' needs and financial capabilities to propose...


  • London, Greater London, United Kingdom Jacob's Real Estate Full time

    Dubai Real Estate CareerLocated in Dubai, UAE, we are seeking a motivated and ambitious Real Estate Agent to join our team at Jacob's Real Estate Brokerage.The ideal candidate will have excellent communication and interpersonal skills, with a passion for real estate and the ability to work effectively in a fast-paced environment.We offer a competitive salary...


  • London, Greater London, United Kingdom Anthony Gold Full time

    Anthony Gold Solicitors is a leading law firm based in London, specializing in various areas of law. We are seeking a Tax and Estate Planning Specialist to join our team, focusing on Trust creation and administration, as well as Tax and Estate planning.Responsibilities:Advising clients on the benefits of trust structures and tax implicationsPreparing...


  • London, Greater London, United Kingdom Supernova Real Estate Full time

    We are seeking an experienced professional to join our team at Supernova Real Estate, a reputable agency with 25 years of collective experience in the property letting sector.About the RoleThis is a full-time position that requires advanced English language skills and previous experience in administration or property management. As an Estate Agency...


  • London, Greater London, United Kingdom Lipson Lloyd-Jones Full time

    A Career OpportunityLipson Lloyd-Jones is a leading London law firm that offers a challenging and rewarding career opportunity for an experienced Private Client Solicitor (4+ PQE). As a member of our established team, you will be responsible for advising high-net-worth individuals and international clients on Estate Planning matters, including Wills and...


  • London, Greater London, United Kingdom Simpson Judge Ltd Full time

    Role OverviewWe are seeking an experienced Senior Legal Specialist to join our Private Client team at Simpson Judge Ltd.The ideal candidate will have a proven track record in private client matters, specifically estate planning and administration. As a key member of our team, you will be responsible for delivering high-quality legal advice to clients while...


  • London, Greater London, United Kingdom Jacob's Real Estate Full time

    Dubai Real Estate OpportunityLocated in Dubai, UAE, this exciting opportunity awaits a motivated and ambitious real estate agent to join Jacob's Real Estate Brokerage. As a leading property consultancy in the city, we specialize in the dynamic real estate market, offering comprehensive training in both residential and off-plan properties.The ideal candidate...


  • London, Greater London, United Kingdom ProTalent Limited Full time

    ProTalent Limited is seeking a highly skilled Tax Planning Specialist to join their Trusts & Estates team in London. The estimated salary for this role is £60,000 - £80,000 per annum.The successful candidate will work with individuals, their families, and professional advisors to understand their tax planning requirements and provide bespoke advice to...


  • London, Greater London, United Kingdom Nockolds Solicitors Limited Full time

    Elevate Your Career in Wills and ProbateNockolds Solicitors Limited, a forward-thinking law firm with a presence in Bishop's Stortford, London, and Spain, is seeking an accomplished Senior Associate to join its dynamic Wills and Probate team in London.About the RoleThis is an exceptional opportunity for a qualified professional with at least 10 years' PQE to...


  • London, Greater London, United Kingdom Dexters Estate Agent Group Full time

    Job OpportunityWe are seeking an Estate Administration Specialist to support our busy offices with administration tasks.This role is perfect for someone looking to start their career in the property industry and progress to a higher level. The successful candidate will have excellent communication skills, attention to detail, and be able to work under...


  • London, Greater London, United Kingdom Ballymore Full time

    Estate Administration Specialist Job DescriptionWe are seeking an experienced Estate Administration Specialist to join our team at Ballymore. The successful candidate will be responsible for providing administrative support to the on-site Facilities Team, ensuring the smooth running of the estate and delivering excellent customer service to residents and...


  • London, Greater London, United Kingdom ProTalent Limited Full time

    We are seeking a Tax Planning Specialist to join our Trusts & Estates team in London. The role involves managing specific trusts, estates, and probate workflow directly to clients and other stakeholders, providing high-quality client service.The firm works with individuals, their families, and their professional advisors to help understand their requirements...


  • London, Greater London, United Kingdom Farrar Levin Legal Recruitment Full time

    Key ResponsibilitiesTax and Estate Planning: The successful candidate will have expertise in tax and estate planning, including inheritance tax and capital gains tax planning.Probate and Estate Administration: The candidate will be responsible for administering estates, including probate and estate administration.LPAs and Court of Protection: The successful...


  • London, Greater London, United Kingdom Law Staff Ltd Full time

    At Law Staff Ltd, we are seeking a highly skilled and experienced Senior Estate Planning Lawyer to join our Private Client department. This is an excellent opportunity for a talented professional to work on challenging tasks, including estate planning and tax.About the RoleThe successful candidate will have a strong background in law, with expertise in...


  • London, Greater London, United Kingdom The Talent Crowd Full time

    We are partnering with an exceptional multi-service law firm based in London who are seeking an experienced Private Client lawyer to join their team, focusing on estate planning.Main Responsibilities:Managing the administration of complex cross-border estatesTrust creation, management, and distribution planningStructuring assets in a tax-efficient...


  • London, Greater London, United Kingdom The Talent Crowd Full time

    Job Title: Expert Family Law Solicitor - Tax and Estate Planning SpecialistWe are seeking an experienced Private Client Solicitor to join our London office, where you will play a key role in providing expert advice on tax, estate planning, and trust documentation to clients across the UK and internationally.Role Overview:The ideal candidate will have strong...


  • London, Greater London, United Kingdom Michael Page (UK) Full time

    Job Overview:In line with UK market rates, the estimated annual salary for this position is £80,000 to £120,000.M Michael Page (UK) seeks a skilled Senior Estate Planning Solicitor to work on high net worth and ultra high net worth client cases. The ideal candidate will have expertise in preparing estate accounts, managing inheritance tax, and providing...


  • London, Greater London, United Kingdom Legal Southwest Full time

    Job Overview: We are seeking a highly skilled Estate Administration Specialist for our busy Private Client team at Legal Southwest. This is an exciting opportunity to join our dynamic team and contribute to the success of our clients.In this role, you will be responsible for maintaining the firm's high reputation by delivering exceptional service and...