Private Client Advisor

1 month ago


Midsomer Norton, Bath and North East Somerset, United Kingdom Legal Southwest Full time

At Legal Southwest, we are seeking a highly skilled Private Client Advisor to join our team. This is an exciting opportunity for a qualified professional to contribute their expertise in Private Client law, solid legal and Will writing experience, and tax planning skills.

Key Responsibilities
  • Preparing IHT400 Inheritance Tax Accounts with accuracy and attention to detail
  • Drafting estate accounts that meet the highest standards
  • Utilizing online research services to stay up-to-date on industry developments

The ideal candidate will have a strong background in Private Client law, solid legal and Will writing experience, and experience with tax planning in the context of lifetime planning. A competitive salary up to $12,000 per year is offered, along with payment of CILEx membership renewal fees and a free Will for the successful candidate.

Benefits:

  • A competitive salary up to $12,000 per year
  • Payment of CILEx membership renewal fees
  • A free Will for the successful candidate
  • Flexible working arrangements
  • Company pension contributions
  • 20 days holiday plus bank holidays, rising to 25 after 1 year of service


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