Estate Planning Specialist

3 weeks ago


Chesterfield, Derbyshire, United Kingdom SC1 Recruitment Ltd Full time
About the Role

We are seeking a highly skilled Estates and Legal Advisor to join our client, a dynamic company based in Chesterfield. As a key member of the team, you will support 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

To be successful in this role, you will need:

  • Experience working with Trusts and Estates
  • 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
What We Offer

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
  • An exceptional benefits package including salary, flexible working hours, 25 holidays increasing with service, 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, and much more


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