Wills and Estate Planning Professional

4 days ago


Felixstowe, Suffolk, United Kingdom Cooper Lomaz Recruitment Ltd Full time

Cooper Lomaz Recruitment Ltd seeks an experienced Wills and Estate Planning Professional to join their team. This position offers an estimated salary of £55,000 - £80,000 per annum.

About the Job

This is an exciting opportunity for a qualified Wills and Estate Planning Professional to work with a reputable recruitment agency in the UK. As a key member of the team, you will be responsible for advising clients on will drafting, inheritance tax planning, and estate administration, ensuring that their wishes are respected and their estates are managed efficiently.

Main Responsibilities
  • Provide expert guidance on will drafting, including powers of attorney, trusts, and inheritance tax planning.
  • Assist clients with estate administration, ensuring compliance with regulatory requirements and minimizing tax liabilities.
  • Maintain accurate records and files, adhering to company policies and best practices.
Requirements

To excel in this role, you will need:

  • A strong academic background with a Law degree.
  • Proven experience in wills and estate planning, with a focus on tax planning and estate administration.
  • Excellent IT skills, including proficiency in Microsoft Office applications and document management systems.

We offer a dynamic work environment, opportunities for professional growth, and a competitive salary package. If you are a highly motivated and experienced Wills and Estate Planning Professional looking for a new challenge, please apply today.



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