Senior Estate Planner

4 days ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

Cathedral Appointments Ltd is a progressive regional law firm that prioritizes its people, clients, and communities. We are expanding our thriving team with a motivated Private Client lawyer to undertake a varied and interesting client caseload including lifetime planning for higher net worth and business clients.

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About the Role

This role involves undertaking a diverse and engaging caseload which includes drafting wills, LPAs, and trusts for high-net-worth individuals, succession planning for business owners, farmers/landowners, and professionals, and managing larger estate administrations.

Key Responsibilities:

  • Develop and implement effective estate planning strategies for high-net-worth individuals and businesses.
  • Manage and administer complex estate cases, ensuring timely and efficient resolution.
  • Collaborate with other teams (Family, Real Estate, Corporate, and Contentious Probate/Trusts) to provide assistance and promote cross-referral of work.

Requirements:

To be successful in this role, you should have:

  • STEP qualification or equivalent experience.
  • Excellent expertise in trusts, estate planning, and administration.
  • A natural ability and experience in business development activities.

What We Offer:

We offer a competitive salary range of £60,000 - £80,000 per annum, depending on experience, plus benefits including 25 days' annual leave, one day extra holiday on your birthday, buy up to a week's extra holiday, enhanced flexible working, profit share scheme, private medical insurance, group life assurance scheme, auto-enrolment pension scheme, performance-related bonus scheme, recruitment referral bonus, access to a comprehensive well-being programme, and more.

Estimated Salary: £70,000 - £75,000

Cathedral Appointments Ltd is an equal opportunities employer. If you are a motivated and ambitious Private Client Solicitor looking to make your mark and build a successful career, we encourage you to apply for this exciting opportunity.


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