Probate and Trust Specialist

24 hours ago


Bristol, Bristol, United Kingdom Clear IT Recruitment Ltd Full time
About the Role

We are looking for a skilled Probate and Trust Specialist to join our team in Bristol. The successful candidate will have a strong background in private client work and be able to provide expert advice on probate, estate administration, Wills, tax planning, and trusts.

Key Responsibilities:

  • Manage all aspects of private client work including probate, estate administration, Wills, tax planning, LPAs, and trusts.
  • Stay up to date with changes in the law and ensure compliance with relevant regulations.
  • Provide training and guidance to junior staff.
  • Contribute to marketing and business development activities.
  • Maintain accurate financial records and comply with regulatory requirements.

The estimated salary for this role is £70,000 - £90,000 per annum, depending on experience.

Requirements:

  • 3+ years PQE in private client work.
  • Strong knowledge of probate, estate administration, Wills, tax planning, and trusts.
  • Excellent analytical and problem-solving skills.


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