Estate Planning Specialist

4 days ago


Sheffield, Sheffield, United Kingdom Sue Ross Recruitment Ltd Full time

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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