Senior Estates and Legal Advisor

1 month ago


Derby, Derby, United Kingdom CV-Library Full time

Are you an experienced professional looking for a challenging opportunity to join our client, a dynamic company based in Chesterfield? We are seeking a dedicated Estates and Legal Advisor to support our clients experienced tax and legally qualified advisors in safeguarding assets for the long term and structuring wills and trusts tax efficiently.

Key Responsibilities:

  • Manage a caseload of Estate projects, assisting in the legal drafting of Wills, LPAs, Trusts, and other essential legal documentation
  • Support senior colleagues on a variety of complex Estate matters
  • Ensure accuracy and compliance with legal standards, maintaining high attention to detail
  • Effectively prioritise workloads and meet deadlines while maintaining a high standard of work
  • Lead in developing junior members of the team
  • Manage projects from start to finish

About You:

  • Experience working with Trusts and Estates is essential
  • STEP qualification or equivalent experience
  • Strong organisational and influencing skills
  • Keen attention to detail and the ability to work independently and as part of a team
  • Ability to communicate effectively at all levels

Why Join Us?

Join our client's experienced, supportive and progressive firm in Chesterfield, playing a vital role in helping clients secure their future and protect their assets.

In return, you will receive continuous personal and professional development plus an exceptional benefits package including:

  • Salary is negotiable based on skills and experience
  • Flexible working hours – 7.5 hours per day between 8am and 6pm
  • 25 holidays increasing with service (plus ability to buy up to 5 days extra per year)
  • Free onsite parking
  • Easily accessible by public transport
  • Christmas party and summer social events
  • Enhanced maternity/paternity/adoption leave
  • Death in service 2 x salary
  • Plus, much more


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