Estate Planning Specialist
3 weeks ago
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
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
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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Estate Planning Specialist
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