Experienced Inheritance Planner

1 day ago


City of Westminster, Greater London, United Kingdom RECRUITMENTREVOLUTION Full time
Lifetime Success through Exceptional Legal Services

We are a forward-thinking law firm, dedicated to providing innovative solutions to complex problems. As an Experienced Inheritance Planner, you will have the opportunity to shape the future of our organization, leveraging your expertise in inheritance planning, estate planning, and Court of Protection to deliver exceptional results for our discerning clients.

About You
- Possess a deep understanding of inheritance planning, estate planning, and Court of Protection laws and regulations
- Demonstrate excellent analytical and problem-solving skills, with the ability to provide creative solutions to complex challenges
- Be passionate about staying up-to-date with market trends and developments, applying this knowledge to enhance client service and drive business growth

Key Responsibilities
- Provide expert guidance to HNW clients on inheritance planning, estate planning, and Court of Protection matters
- Develop and implement strategies to enhance client satisfaction and retention
- Collaborate with colleagues to achieve team goals and objectives

What We Offer
- Competitive salary: £130,000 per annum (dependent on experience)
- Extensive benefits package, including life insurance, flu vouchers, company pension, and profit-sharing scheme
- Opportunity to work in a dynamic, employee-owned firm with a strong focus on people development and career advancement
- Flexible working arrangements, including remote work options

Benefits and Perks
- 25/28 days annual leave plus statutory holidays dependent on position
- Life Insurance
- Flu Vouchers
- Company Pension
- Profit Sharing (Employee Ownership)
- Salary Sacrifice
- Free Parking at our Office in Wallingford
- Paperless Technology to make your life easier
- Coaching & Personal Development
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