Estate Planning Advisor

5 days ago


Cambridge, Cambridgeshire, United Kingdom Silverstone Technology Cluster Limited Full time
Estate Planning Professional - Cambridge

This is an exciting opportunity for a seasoned estate planning professional to join our team in Cambridge. The ideal candidate will have experience in trusts, taxation, and estate planning, and will be able to provide expert advice to high net worth individuals.

Key Responsibilities
  • Providing estate planning advice to high net worth individuals
  • Preparing complex wills and lasting powers of attorney
  • Dealing with the administration of taxable and non-taxable estates
  • Advising executors and trustees on taxation, compliance, and reporting requirements
What We Offer
  • Competitive salary (£70,000 - £90,000 per annum)
  • Bonus scheme
  • Holidays: 26 days plus bank holidays
  • Birthday Off & Voucher
  • Pension
  • Life insurance
  • Vitality health insurance
  • Medicash healthcare cash plan
  • Wellbeing support


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