Estate Planning Specialist
4 days ago
We are seeking an experienced Estate Planning Specialist to join our team in the city centre. As a key member of our Private Client Team, you will be responsible for assisting the Head of Department and managing a full caseload of existing files.
The role requires strong knowledge of estate planning, including wills, lasting powers of attorney, wealth planning/protection, probate, intestate administration, trusts, and COP. You will also be responsible for supervising junior staff and contributing to the development of the team.
- Ability to prepare Estate or Trust Accounts and distribute assets;
- Excellent communication skills, including dealing with clients via telephone and face-to-face;
- Knowledge and experience with Microsoft Office, particularly Word and Excel.
We offer a competitive salary of £65,000 - £85,000 per annum, depending on experience, as well as a benefits package for the right candidate.
The successful candidate will have excellent organizational skills, be able to work under pressure, and demonstrate a commitment to delivering high-quality results.
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Estate Planning Specialist
2 days ago
Sheffield, Sheffield, United Kingdom Fqps Full timeJob Overview:We are seeking an experienced Estate Planning Specialist to join our team at Fqps in Sheffield. This is a fantastic opportunity for a skilled professional to manage a caseload of complex and high-value estates, providing advice on inheritance tax, capital gains tax, and income tax.**Key Responsibilities:**Manage a caseload of probate, estate...
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Estate Planning Specialist
1 week ago
Sheffield, Sheffield, United Kingdom Fqps Full timeFqps is seeking an experienced estate planning specialist to join our Sheffield office. This role involves managing a caseload of probate, estate planning, and IHT calculations, as well as advising on inheritance tax, capital gains tax, and income tax. Key responsibilities include:• Managing a complex caseload of high-value estates• Providing expert...
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Estate Planning Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom CITRUS CONNECT LTD Full timeCITRUS CONNECT LTD is a pioneering company in the field of Will Writing and Estate Planning services. We are committed to helping individuals secure their assets and ensure their loved ones are protected.This role offers a unique opportunity to work with a dynamic team and contribute to the growth of the company. As an Estate Planning Consultant, you will...
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Estate Planning Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom CITRUS CONNECT LTD Full timeJob Title: Estate Planning ConsultantIndustry Overview:CITRUS CONNECT LTD is a leading company in Will Writing and Estate Planning services in the UK, a field that has seen unprecedented demand due to the lack of wills among the population. With over 50 years of experience in financial services, our client has helped thousands secure their assets.The...
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Estate Planning Specialist
2 days ago
Sheffield, Sheffield, United Kingdom CRA Legal Full timeCompany Overview:CRA Legal is a national law firm with an excellent reputation both locally and across the country. We truly put our employees at the heart of our culture, offering a partner-led team with expertise in dealing with complex estates, often with international elements.We provide a wide range of legal and tax services to help clients plan...
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Will and Estate Planning Consultant
4 days ago
Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full timeEmpower Families as a Will & Estate Planner and Achieve £50-£100k OTE UncappedAbout the Job:As a Will & Estate Planner, you'll help families protect their assets and secure their futures by providing expert guidance on estate planning, creating wills, establishing trusts, and understanding lasting powers of attorney.Earning Potential: £50,000 - £100,000+...
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Estate Planning Solicitor
4 days ago
Sheffield, Sheffield, United Kingdom CRA Consulting Full timeAbout the RoleWe are seeking an experienced Estate Planning Solicitor to join our team in Sheffield. This is a fantastic opportunity for a talented solicitor to work on complex estates and high net worth individuals.The ideal candidate will have a passion for estate planning work, a proven track record of working on high-value cases, and strong technical...
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Estate Planning Solicitor
3 weeks ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell LLP Full timeWe are Irwin Mitchell LLP, a national law firm with a local touch. Our philosophy is built around being legal and financial experts who genuinely care about our clients and colleagues alike.About the RoleWe are seeking an experienced Solicitor/Legal Executive to join our Wills and Probate team in Sheffield. The successful candidate will be working closely...
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Estate Administration Specialist
4 days ago
Sheffield, Sheffield, United Kingdom Edwards & Pearce Limited Full timeJob Summary We are seeking an experienced Private Client Solicitor to join our team as an Estate Administration Specialist. As a key member of our private client department, you will be responsible for managing a diverse caseload of estate administration matters with a focus on probate and estate planning.About Us Edwards & Pearce Limited is a leading...
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Estate Planning Solicitor
1 day ago
Sheffield, Sheffield, United Kingdom CRA Consulting Full timeA high-earning opportunity has arisen for an experienced solicitor to join the wills and probate team in Sheffield.This partner-led team provides expert legal and tax advice to clients, specialising in complex estates with international elements.The team offers a range of services, including:Wills - drafting and executingTrusts - setting up and administering...
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Senior Estate Planning Lawyer
4 weeks ago
Sheffield, Sheffield, United Kingdom CRA Legal Full timeCRA Legal, a national law firm with an excellent reputation both locally and across the country, is seeking a highly skilled Senior Estate Planning Lawyer to join their partner-led team in Sheffield.About the Role:As a Senior Estate Planning Lawyer at CRA Legal, you will have the opportunity to work on complex estates with international elements, advising...
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Estate Planning Consultant
7 days ago
Sheffield, Sheffield, United Kingdom Fqps Full timeJob SummaryAs a Private Client Paralegal Manager, you will be responsible for managing a caseload consisting of probate, estate planning, IHT calculations, advising trustees, and managing day-to-day matters involved with trusts. The ideal candidate will have a strong track record of experience in private client work and excellent knowledge of inheritance...
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Solicitor Estate Planning Team
3 weeks ago
Sheffield, Sheffield, United Kingdom Irwin Mitchell LLP Full timeIrwin Mitchell LLP is a leading national law firm with a strong presence in the UK. Our mission is to deliver exceptional legal and financial expertise while making a positive impact on our clients' lives.The RoleWe are seeking an experienced Solicitor/Legal Executive to join our Wills and Probate team in Sheffield. The successful candidate will be working...
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Estate Maintenance Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Sheffield Teaching Hospitals NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly skilled Estate Maintenance Specialist to join our Estates Management Team at Sheffield Teaching Hospitals NHS Foundation Trust.The successful candidate will be responsible for maintaining and developing a substantial Estate, ensuring all buildings and facilities are well-maintained, safe, and meet Health & Safety...
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Estate Planning Attorney Sheffield Position
1 month ago
Sheffield, Sheffield, United Kingdom CRA Legal Full timeLocation: SheffieldEstimated Salary Range: £42,000 - £58,000 per annum.About the Role:This opportunity has arisen for an experienced private client attorney to join our client's multi-service law firm in Sheffield city centre.About You:Ideally 2+ PQE solicitor/Legal executive or STEP Qualified.Demonstrate strong technical skills and a keen interest in...
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Estate Management Specialist
1 week ago
Sheffield, Sheffield, United Kingdom Finegreen Full timeEstimated Salary: £50,000 - £60,000 per annumAbout the RoleFinegreen is seeking a highly skilled Estate Management Specialist to support a large NHS organisation in the appointment of an interim Estates Officer for a period of 6 months. The ideal candidate will have a construction background and a very good working knowledge of CAD.The successful candidate...
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Solicitor for Complex Estates
4 days ago
Sheffield, Sheffield, United Kingdom CRA Consulting Full timeEstate Planning Specialist WantedCRA Consulting's wills and probate team in Sheffield is seeking an experienced Wills and Probate Specialist to join our dynamic team. As a key member of the team, you'll work closely with clients to understand their estate planning needs, providing expert guidance and support throughout the process.You'll have proven...
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Estate Planner Specialist
4 days ago
Sheffield, Sheffield, United Kingdom Citrus Connect Recruitment Full timeUnlock a Secure Financial Future as a Will & Estate PlannerAbout the Role:As a Will & Estate Planner, you'll provide expert guidance to clients, helping them navigate estate planning, create wills, establish trusts, and understand lasting powers of attorney.Earning Potential: £50,000 - £100,000+ On Target Earnings with uncapped commissions.Company...
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Complex Estate Manager
1 week ago
Sheffield, Sheffield, United Kingdom Fqps Full timeWe are Fqps, a leading provider of legal services, and we are looking for a skilled estate planning specialist to join our team in Sheffield. As a key member of our team, you will be responsible for managing a caseload of probate, estate planning, and IHT calculations, as well as providing expert advice on inheritance tax, capital gains tax, and income tax....
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Real Estate Planning Solicitor
4 weeks ago
Sheffield, Sheffield, United Kingdom SaccoMann Full timeJob Overview: A prestigious global law firm in Sheffield is seeking a talented Real Estate Planning Solicitor to join their dynamic team.A truly exciting role awaits you where you will work with a renowned global law firm with a stellar reputation in the legal industry. The practice areas are diverse and spread across urban regeneration, housing, retail,...