Estate Planning Specialist
2 days ago
We are seeking a highly skilled Estate Planning Specialist to join our team at Proactive Solutions Group Ltd in Coventry. The successful candidate will have a strong background in wills, trusts, and estate planning, with excellent communication skills and the ability to build strong client relationships.
As an Estate Planning Specialist, you will be responsible for advising clients on wills, trusts, and estate planning, drafting wills and managing probate applications, administering estates and handling complex probate cases, and ensuring compliance with all relevant legal and regulatory requirements.
Responsibilities:
- Provide expert advice on wills, trusts, and estate planning to clients
- Draft wills and manage probate applications efficiently and effectively
- Administer estates and handle complex probate cases with minimal supervision
- Maintain strong client relationships through exceptional communication and service
- Ensure compliance with all relevant legal and regulatory requirements
Requirements:
- At least 3 years of experience working in wills and probate
- Strong knowledge of wills, trusts, estate administration, and tax implications
- Excellent written and verbal communication skills
- A proactive and organized approach to managing a varied caseload
- A commitment to upholding the highest standards of professionalism and integrity
What We Offer:
- A competitive salary range of £35,000 - £65,000, dependent on experience
- The opportunity to work in a supportive and inclusive work culture
- Professional growth and development opportunities
-
West Midlands Combined Authority, United Kingdom simplylawjobs - Jobboard Full timeEstate Planning Specialist WantedVG Charles & Co is seeking an experienced Private Client lawyer to join our team as an estate planning specialist.This is an exciting opportunity for a skilled solicitor or Legal executive with a strong track record of working with high net worth individuals and managing complex assets.The ideal candidate will be able to...
-
Estate Planning Partner
2 days ago
West Midlands Combined Authority, United Kingdom Sacco Mann Full timeAn Estate Planning Partner is required by Sacco Mann, a renowned law firm based in Birmingham City Centre. The successful candidate will have extensive experience in private client law, particularly in estate planning, tax mitigation, and trust administration.This role involves advising clients on wills, trusts, and estate planning, as well as developing tax...
-
Senior Wills and Estate Planning Solicitor
1 month ago
East Midlands, United Kingdom Appletree Law Wills and Estate Planning Full timeWe are seeking an experienced Solicitor or Legal Executive to join our team at Appletree Law in Market Harborough, focusing on Wills and Probate. This is a fantastic opportunity for individuals with 3 years of post-qualification experience (PQE) to make a meaningful impact in clients' lives by providing comprehensive legal services.About the RoleThis...
-
Wills and Estate Planning Specialist
2 days ago
West Midlands Combined Authority, United Kingdom QED Legal Full timeSenior Solicitor Position in Private Client LawWe are seeking a senior solicitor to lead our Private Client team at QED Legal. Located in the West Midlands, this role offers a unique opportunity to take on complex cases and develop your leadership skills.The successful candidate will be expected to work on high-value cases involving:Wills and estate...
-
Rural Estate Specialist
1 month ago
West Midlands Combined Authority, United Kingdom Beach Baker Property Recruitment Full timeWe are looking for an experienced Rural Estate Specialist to join our team at Beach Baker Property Recruitment.Job DescriptionThis role requires expertise in estate and property management, valuations, and taxation. You will be responsible for advising clients on estate management strategies, conducting site visits, and maintaining relationships with...
-
Planning Partner in Residence
2 weeks ago
West Midlands Combined Authority, United Kingdom BCL Legal Full timeWe are delighted to be assisting a national law firm with a strategic need for a Real Estate and Planning Specialist. This is a unique opportunity for a planning partner to join a dynamic team and play a key role in shaping the firm's growth.The successful candidate will have a strong background in planning law and a proven ability to advise on all aspects...
-
Real Estate Specialist
4 days ago
West Midlands Combined Authority, United Kingdom BCL Legal Full timeEstimated salary: £120,000 - £180,000 per annum.About the RoleWe are seeking a highly skilled Senior Associate to join our Public Sector Real Estate team in Birmingham. As a key member of the team, you will work on high-profile projects for national and local government bodies, as well as public-private partnerships.Your Key ResponsibilitiesAdvise clients...
-
West Midlands Combined Authority, United Kingdom BCL Legal Full timeRole Summary: We are recruiting an Experienced Private Client Lawyer to join our team at BCL Legal. As a key member of our Private Client department, you will work closely with clients to provide expert advice on Wills, Trusts, and Estates. With your excellent communication skills and extensive knowledge of private client law, you will be able to deliver...
-
Estate Management Specialist
1 week ago
South West England, United Kingdom Hillcrest Estate Management Full timeAbout Hillcrest Estate Management:Hillcrest Estate Management is a respected entity in the Residential Block Management sector, with offices in Bristol and Essex.With over 40 years of industry experience, we stand as one of the most established firms in the field. Our exclusive focus on Leasehold Management underscores our dedication to providing specialised...
-
Senior Will and Estate Lawyer
4 days ago
West Midlands Combined Authority, United Kingdom BCL Legal Full timeBCL Legal is seeking a qualified Private Client Solicitor to join our team in Worcestershire.The successful candidate will have a strong background in wills, probate, estate planning, trusts, and lasting powers of attorney, with 2+ years PQE in Private Client Law.Key responsibilities include:Drafting wills and administering probateProviding estate planning...
-
Estate Agency Sales Professional
1 week ago
West Midlands Combined Authority, United Kingdom Magnus James Full timeAbout UsMagnus James is an ambitious, well-performing local Estate Agency in Leamington Spa with plans for growth. We are seeking a professional and driven Estate Agent Sales Negotiator to join our team.
-
Sales and Negotiation Specialist
2 days ago
West Midlands Combined Authority, United Kingdom Oakmans Estate Agents Full timeAbout Oakmans Estate Agents: We specialise in home sales, lettings, property management, and financial services in Birmingham. Our innovative approach and exceptional customer service set us apart from the competition.Why Join Us?:A competitive basic salary of up to £35,000 per yearIncentivised commission and performance bonusesEmployee discount on our...
-
West Midlands Combined Authority, United Kingdom Hays Legal Full timePart-time Planning SpecialistHays Legal, a reputable international law firm, seeks an experienced planning specialist to join its esteemed team on a part-time basis. Ideal candidates will have a minimum of 5 years post-qualification experience (PQE) and be seeking a flexible opportunity.The successful individual will provide strategic and tactical advice on...
-
Wills and Trusts Specialist
4 days ago
West Midlands Combined Authority, United Kingdom BCL Legal Full timeJob OverviewWe are recruiting for an experienced Wills and Trusts Specialist to join our team at BCL Legal. The successful candidate will have a strong background in private client law, with expertise in Wills, Trusts, and Estates.About the RoleThe ideal candidate will have excellent knowledge of will drafting and estate administration, as well as strong...
-
Investment Planning Specialist
1 week ago
West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full timeJob DescriptionWe're looking for an Investment Planning Specialist to join our team at Exchange Street Claims ltd. As a key member of our financial planning team, you'll be responsible for analyzing portfolios and products.In this role, you'll produce high-quality reports and work collaboratively with your colleagues to achieve our goals.
-
Real Estate Negotiation Specialist
1 month ago
West Midlands Combined Authority, United Kingdom Magnus James Full timeJob OverviewThis is a great opportunity for an ambitious Estate Agent Sales Negotiator eager to progress into management over the coming 12 to 24 months. You will be working alongside a proven Sales Manager, learning the industry and local market to become the best you can be.
-
Estate Agent Sales Liaison
1 month ago
West Midlands Combined Authority, United Kingdom Magnus James Full timeAbout Magnus JamesMagnus James is an ambitious and well-performing local Estate Agency in Leamington Spa with plans for growth. We are seeking a professional, driven, and well-presented Sales Negotiator to join our team.
-
Private Client Specialist Opportunity
4 days ago
West Midlands Combined Authority, United Kingdom simplylawjobs - Jobboard Full timeAbout the RoleVG Charles & Co is seeking an experienced Private Client lawyer to join our team as a specialist advisor on Wills, Probate, estate administration, lifetime planning, and Trusts.This is an excellent opportunity for a skilled solicitor or Legal executive with a strong track record of working with high net worth individuals and managing complex...
-
Estate Agency Sales Negotiator Role
4 days ago
West Midlands Combined Authority, United Kingdom Magnus James Full timeAbout UsMagnus James is an ambitious and well-performing local Estate Agency in Leamington Spa with plans for growth. We are seeking a professional, driven, and well-presented Sales Negotiator to join our team.
-
Estate Planning and Trusts Advocate
1 week ago
West Yorkshire, United Kingdom Executive Network Legal Limited Full timeAre you a highly skilled Private Client Lawyer Specialist looking for a new challenge? Executive Network Legal Limited is seeking an experienced Estate Planning and Trusts Advocate to join their team in West Yorkshire. This role offers a salary of up to £50,000 and the chance to work with clients on wills, probate, estate planning, and trusts.In this role,...