Estate Planning Specialist
2 weeks ago
We are seeking an experienced Estate Planning Specialist to join our team on a part-time basis. The successful candidate will be responsible for conducting consultations with clients via Zoom appointments and home visits, covering locations in West London, Surrey, and the Thames Valley.
The ideal candidate will have expertise in Estate Planning, sales skills, and knowledge of inheritance tax issues and care regulations. They should be able to develop a conversation to identify the full range of needs for each client.
Sales experience and knowledge of Wills, LPAs, and Trusts are essential.Many clients now prefer video-call appointments, and the successful candidate should be familiar with conducting meetings over Zoom, WhatsApp, and Facetime. In addition, some clients may require face-to-face meetings at their homes while adhering to social distancing guidelines.
Salary InformationThe estimated annual salary for this position is £35,000-£40,000 based on industry standards and location. However, please note that the actual salary may vary depending on individual circumstances.
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Estate Planning Specialist
1 week ago
London, Greater London, United Kingdom LHH Recruitment Solutions Full timeEstate Planning Specialist WantedThis is an exciting opportunity to join a prestigious law firm as an Estate Planning Specialist in Suffolk. The successful candidate will work closely with clients to manage their estates, provide expert advice on wills, probate, and estate administration.Key ResponsibilitiesManage client relationships and provide estate...
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Estate Planning Specialist
4 weeks ago
London, Greater London, United Kingdom The Co-operative Group Full timeAbout the RoleWe are seeking an experienced Estate Planning Specialist to join our team. As a key member of our estate planning department, you will play a vital role in managing estate planning cases end-to-end.Key Responsibilities:Draft and execute wills, powers of attorney, and other estate planning documents with precision and professionalism.Communicate...
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HNW and Estate Planning Specialist
6 days ago
London, Greater London, United Kingdom Alford & Bishop Legal Recruitment Full timeA leading law firm in Surrey is seeking a skilled HNW and Estate Planning Specialist to join their team. The successful candidate will have 3+ years' PQE and experience in advising HNW clients on complex estate planning matters.Job HighlightsSalary: £62,000 - £78,000 per annumLocation: Surrey, South LondonAs a key member of the team, you will be...
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London, Greater London, United Kingdom G2 Legal Limited Full timeTax Planning and Estate Administration SpecialistG2 Legal Limited is recruiting a Tax Planning and Estate Administration Specialist to join our team of qualified fee earners. We require an experienced Private Client Solicitor with a minimum of 3 years PQE and relevant qualifications.The ideal candidate will have expertise in tax planning and estate...
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Estate Planning Paralegal Specialist
2 weeks ago
London, Greater London, United Kingdom McConnan Bion O'Connor Peterson Lawyers Full timeWe are seeking a highly skilled and experienced legal assistant to join our wills and estates department. As an Estate Planning Paralegal Specialist, you will provide administrative support to a team of lawyers in the preparation of estate plans, including wills, powers of attorney, representation agreements, and estate documents.The ideal candidate will...
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Experienced Estate Planning Specialist
1 week ago
London, Greater London, United Kingdom BCL Legal Full timeBCL Legal invites applications from experienced Estate Planning Specialists to join its successful and growing private client department in Hertfordshire. In this challenging role, you will handle a broad range of private client matters, including drafting wills, LPAs, and trusts, as well as advising on probate and estate administration.The estimated annual...
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Tax and Estate Planning Specialist
22 hours ago
London, Greater London, United Kingdom TipTopJob Full timeExpert Tax and Estate Planning Professional SoughtTipTopJob is working closely with a renowned law firm in Kent to recruit a skilled Tax and Estate Planning Specialist. This exciting role involves delivering high-quality legal services to discerning clients across the UK and internationally.The ideal candidate will possess significant experience, ideally...
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Real Estate Specialist
1 month ago
London, Greater London, United Kingdom Windermere Real Estate Full timeWindermere Real Estate: A True CallingWelcome to Windermere Real Estate, where being a Broker is more than just a job – it's a true calling. We believe in exceeding client expectations and elevating the real estate industry through our unwavering commitment to excellence.Responsibilities:Determine clients' needs and financial capabilities to propose...
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Tax and Estate Planning Specialist
6 days ago
London, Greater London, United Kingdom Law Staff Legal Recruitment Ltd Full time £70,000 - £90,000We are looking for a Tax and Estate Planning Specialist to join our law firm in London. The estimated annual salary for this role is £80,000-£100,000.Job Description:You will be responsible for assisting partners and team members in providing comprehensive lifetime and testamentary tax and estate planning advice to clients. This includes preparing wills,...
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Estate Planning Specialist
1 week ago
London, Greater London, United Kingdom Trinity Personnel Full timeTransforming the Way People Plan for and Deal with DeathWe are recruiting for a growing, innovative company that is revolutionizing estate planning. As an Estate Planning Specialist, you will join their team in delivering exceptional customer service and expert advice to clients.Key Responsibilities:Conduct Detailed Consultations: Meet with clients at home...
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Experienced Estate Planning Specialist
1 week ago
London, Greater London, United Kingdom QED Legal Full timeJob Title: Experienced Estate Planning Specialist">About the Role:">We are seeking an experienced Estate Planning Specialist to join our team in Romsey. As a key member of our private client department, you will be responsible for managing and expanding an existing caseload of complex Wills, Trusts, and Probate matters.">Key Responsibilities:">">Drafting...
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Estate Planning Professional
1 week ago
London, Greater London, United Kingdom ProTalent Limited Full timeWe are currently recruiting for an Estate Planning Professional to join our team at ProTalent Limited. The estimated salary for this role is £70,000 - £90,000 per annum.In this position, you will work closely with our specialist team to implement allocated trusts, estates, and probate work. You will utilize your expertise and knowledge to provide tailored...
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Tax and Estate Planning Specialist
23 hours ago
London, Greater London, United Kingdom Law Staff Ltd Full timeLaw Staff Ltd is a leading law firm in Central London, with a long history of delivering exceptional legal services to private and commercial clients. We are currently seeking a talented Tax and Estate Planning Specialist to join our team and assist in providing comprehensive tax and estate planning advice to our clients.The successful candidate will have a...
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London, Greater London, United Kingdom Stonor Legal Full timeWe are seeking a highly skilled Tax Planning and Estate Administration Specialist to join our Private Client team.This role involves working closely with wealthy clients to advise on complex estate and tax planning strategies, including structuring Wills and administering estates.You will have the opportunity to develop your expertise in a range of areas,...
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Estate Planning Specialist
1 week ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeWe are seeking a highly experienced Trusts & Estates Tax Adviser to join our team at Howells Consulting Ltd in the West End. The successful candidate will work closely with senior directors and partners, providing estate planning, IHT, and trust structuring advice.The role involves overseeing a portfolio of UK trusts and estates, reviewing/preparing complex...
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HNW Tax and Estate Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Fladgate LLP Full timeWe are seeking a highly skilled HNW Tax and Estate Planning Specialist to join our team at Fladgate LLP.You will be responsible for providing expert tax and estate planning advice to UHNW/HNW individuals and their families, as well as assisting with complex financial situations.With our unique entrepreneurial client base and access to cutting-edge...
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Estate Property Specialist
3 weeks ago
London, Greater London, United Kingdom Jacob's Real Estate Full timeDubai Real Estate CareerLocated in Dubai, UAE, we are seeking a motivated and ambitious Real Estate Agent to join our team at Jacob's Real Estate Brokerage.The ideal candidate will have excellent communication and interpersonal skills, with a passion for real estate and the ability to work effectively in a fast-paced environment.We offer a competitive salary...
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Tax and Estate Planning Specialist
1 month ago
London, Greater London, United Kingdom Anthony Gold Full timeAnthony Gold Solicitors is a leading law firm based in London, specializing in various areas of law. We are seeking a Tax and Estate Planning Specialist to join our team, focusing on Trust creation and administration, as well as Tax and Estate planning.Responsibilities:Advising clients on the benefits of trust structures and tax implicationsPreparing...
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Estate Maintenance Specialist
6 days ago
London, Greater London, United Kingdom Spains Hall Estate Full timeCompany Overview">We are a forward-thinking estate management team committed to innovative land management practices.">Salary and Benefits">The successful candidate will receive a competitive salary of £33 per hour, paid in accordance with the standard industry rates. In addition, they will enjoy a comprehensive benefits package, including 28 days' annual...
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Estate Planning Specialist
4 days ago
London, Greater London, United Kingdom Blake Morgan LLP Full timeBlake Morgan LLP seeks a seasoned Legal Director or Senior Associate to spearhead our Tax and Succession team in London.This leadership position entails overseeing the preparation of Wills, Probate matters, and other Private Client work, requiring strategic vision, technical expertise, and business acumen.About the roleKey responsibilities include:•...