Probate and Trust Specialist
24 hours ago
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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