Private Client Professional

3 weeks ago


Hereford, Herefordshire, United Kingdom Austen Lloyd Legal Recruitment Full time

Austen Lloyd Legal Recruitment is currently recruiting for an experienced Private Client Professional to join their Hertfordshire-based team. The successful candidate will have a strong background in trust management and estate planning.

The Role:

  • You will work closely with the Private Client team to manage a diverse range of trusts, ensuring compliance with legal and tax requirements and providing clear advice to stakeholders.

Responsibilities:

  • Managing trusts, including discretionary, life interest, and charitable trusts.
  • Preparing trust accounts, tax returns, and compliance documentation.
  • Liaising with beneficiaries and trustees.
  • Assisting with estate planning.
  • Staying up-to-date with changes in trust law and taxation.

Requirements:

  • Minimum 4 years' experience in trust management
  • STEP qualification (or working towards) preferred
  • Strong knowledge of trust and estate taxation
  • Excellent communication and organizational skills
  • Collaborative approach

Benefits:

  • Competitive salary and benefits package
  • Career progression opportunities
  • Flexible working options
  • Supportive and inclusive work environment


  • Hereford, Herefordshire, United Kingdom Jobit Full time

    Jobit is seeking an experienced Legal Secretary to join their private client department and contribute to the success of their team.Job DescriptionThe successful candidate will be responsible for providing administrative support to legal professionals, ensuring the smooth operation of legal files and documentation.Key responsibilities include:Communicating...


  • Hereford, Herefordshire, United Kingdom Austen Lloyd Legal Recruitment Full time

    We are seeking an experienced Private Client Manager to join our client's Private Client team in Hertfordshire.This is a fantastic opportunity to work with a reputable law firm on a varied portfolio of trusts, providing a challenge and reward for a skilled professional.You will be responsible for managing a diverse range of trusts, ensuring compliance with...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    We are seeking an experienced Private Client fee earner to join our team in Hereford. The successful candidate will have the opportunity to work on high-quality Wills, Trusts, and Probate cases, as well as Powers of Attorney/Deputyships and Administration of Trusts.The ideal candidate will be a skilled solicitor or legal executive with experience in private...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    About the Firm: Our client is one of the most well-known firms in Herefordshire, with a reputation for excellence in private client law. The team consists of a partner, a full-time solicitor, two paralegals, and two legal secretaries, providing a collaborative and supportive environment for professionals to thrive.Salary Range: £45,000 - £60,000 per annum,...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    Yolk Recruitment is proud to present this exceptional opportunity for a skilled and dedicated individual to join our client's team as a Private Client Solicitor/Legal Executive.In this challenging and rewarding role, you will work closely with a partner and other experienced professionals to deliver outstanding results and exceptional client satisfaction.You...


  • Hereford, Herefordshire, United Kingdom Legal News Wales Full time

    Job DescriptionWe are looking for a highly skilled HNW Private Client Advisor to join our team at Legal News Wales. As a leading law firm in Herefordshire, we provide an effective legal service, specialising in Wills and Probate work.About the RoleThis is an exciting opportunity for a 2-3 PQE Solicitor to provide high-quality legal advice and support to...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    **Job Title:** Private Client Solicitor Expert**Company Overview:We are a reputable law firm based in Hereford, seeking an experienced Private Client Solicitor to join our team.**Salary:** £45,000 - £60,000 per annum**Job Description: The successful candidate will be responsible for managing all aspects of Wills, Trusts, and Probate work, as well as Powers...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    At Yolk Recruitment, we are seeking a highly skilled Senior Private Client Solicitor to join our team in Hereford. As a senior member of the team, you will be responsible for managing high net worth clients and working closely with the partner and full-time Solicitor. The successful candidate will have experience in dealing with complex wills, trusts, and...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Ltd Full time

    About the Role:Yolk Recruitment Ltd is currently seeking an Experienced Private Client Fee Earner to join their dynamic team. As a key member of the firm, you will be responsible for delivering exceptional client service and contributing to the growth and success of the business.Your Key Responsibilities will include:Managing a portfolio of private client...

  • Experienced Solicitor

    4 weeks ago


    Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    We are seeking an ambitious and experienced Private Client solicitor to join our team in Hereford. As a key member of our private client team, you will be responsible for managing a caseload of high net worth individuals and advising them on all aspects of Wills, Trusts, and Probate work, Powers of Attorney/Deputyships, and the Administration of Trusts.The...


  • Hereford, Herefordshire, United Kingdom Austin Fraser Full time

    About the Role: Austin Fraser is seeking an accomplished Private Client Solicitor/Legal Executive to support our expanding team in Hereford. As a trusted advisor, you will work closely with high-net-worth clients, managing their estates, and ensuring the smooth administration of trusts. Your expertise in Wills, Trusts, and Probate work will be invaluable to...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    We are recruiting for a skilled Solicitor for Private Clients and Estates to join a leading firm in Herefordshire.This esteemed firm handles high net worth cases and boasts a substantial Will Bank, providing an exceptional chance to engage with high-profile matters.The successful candidate will enjoy a flexible working schedule, with options for full-time or...


  • Hereford, Herefordshire, United Kingdom Additional Resources Ltd. Full time

    Job Opportunity: Rural Property SolicitorWe are seeking an experienced Rural Property Solicitor to join our private client department at Additional Resources Ltd. This role offers a competitive salary and benefits package.Key Responsibilities:* Manage legal files and documents* Communicate with clients on behalf of the legal team* Perform essential office...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    Job DescriptionWe are seeking a highly skilled Senior Private Client Solicitor to join our team in Hereford. This is an excellent opportunity for an experienced solicitor to work with high net worth clients and contribute to the success of our well-established firm.The ideal candidate will have experience in dealing with complex Wills, Trusts, and Estates....

  • Private Client Lawyer

    4 weeks ago


    Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    We are currently seeking a skilled Private Client Lawyer to join a highly respected firm in Herefordshire.This prominent firm specializes in handling high net worth cases and has an impressive Will Bank, providing a unique opportunity to engage with high-profile matters.The ideal candidate will enjoy a flexible working arrangement, with options for full-time...


  • Hereford, Herefordshire, United Kingdom MBR Dental Full time

    Company OverviewMBR Dental is a reputable dental practice located in the heart of Hereford, providing high-quality general and cosmetic dentistry services to patients. Our team is dedicated to delivering exceptional patient care and creating a welcoming environment for all our clients.Salary and BenefitsThe estimated salary for this role is £80,000 -...


  • Hereford, Herefordshire, United Kingdom CV-Library Full time

    About the RoleWe are seeking a Client Service Professional to join our team in Hereford.You will work with a friendly, professional and dedicated team who strive for exceptional Customer Service standards.Reporting to the Client Services Team Leader, your key responsibilities will include:Providing support to clients through effective communication of our...

  • Private Wealth Lawyer

    2 weeks ago


    Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    Yolk Recruitment is currently recruiting for a Private Wealth Lawyer to join their team in Hereford. The successful candidate will be responsible for advising high net worth individuals on all aspects of private client law, including wills, trusts, and estates. The role will involve working closely with the partner and full-time Solicitor to ensure seamless...


  • Hereford, Herefordshire, United Kingdom Yolk Recruitment Full time

    **Job Summary:** Senior Legal Advisor in Private Practice**Company Overview:We are a leading law firm in Hereford, looking for a Senior Legal Advisor to join our Private Client team.**Salary:** £45,000 - £60,000 per annum**Job Description:This role involves dealing with complex Wills, Trusts, and Probate matters, as well as advising on Powers of Attorney...


  • Hereford, Herefordshire, United Kingdom Jobit Full time

    Jobit is seeking a highly skilled Agricultural Law Professional to join their private client department. This full-time role offers an estimated salary of $80,000 per annum, along with excellent benefits.About the Role:The successful candidate will provide essential administrative support to legal professionals, expertly organising and managing legal files...