Wills and Trusts Specialist

2 months ago


Gravesend, Kent, United Kingdom Private Investigator Haverhill Full time

We are seeking a Wills and Trusts Specialist to join our team at Private Investigator Haverhill.

The ideal candidate will have expertise in estate and care fees planning, drafting wills, lasting powers of attorney, court of protection, trusts and trust administration, probate and estate administration, inheritance tax planning and investments, charitable giving, and deputyship.

A STEP qualification is advantageous but not mandatory. We support career progression and welcome applicants currently pursuing STEP certification.

Candidate Requirements:

The successful candidate will have a strong background in private client law, with particular proficiency in wills, trusts, estates, and tax matters.

They must be capable of managing their caseload independently with minimal oversight.

This role requires excellent organizational skills, the ability to prioritize tasks, meet deadlines, and demonstrate initiative. Strong client relations, a professional appearance, and solid technical skills are essential.

Employee Benefits:

A competitive salary of approximately £65,000 per annum.

25 days of annual leave plus statutory and bank holidays.

Option for private healthcare via AXA after six months of employment.

Participation in the workplace pension scheme with Scottish Widows.

30% discount on the firm's legal services for employees.

25% discount on legal services for immediate family members (parents, siblings, and children).

Introduction bonuses for referring new staff members (terms and conditions apply).

Annual £100 bonus for zero sick days within the year.

Annual black-tie Christmas party and a summer BBQ/party for all staff.



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