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Estate & Legal Advisor

3 months ago

Chesterfield, United Kingdom CV-Library Full time

Estate & Legal Advisor – Chesterfield
Francesca’s Recruitment Ltd is seeking an experienced Estate & Legal Advisor to join our client, a dynamic company based in Chesterfield. This is an exciting opportunity for a dedicated professional to work alongside experienced tax and legal advisors, helping safeguard assets and structure wills and trusts in a tax-efficient manner.
Estate & Legal Advisor Key Responsibilities:
Manage a caseload of Estate projects, including drafting Wills, LPAs, Trusts, and other essential legal documents.
Assist senior colleagues on complex Estate matters.
Ensure accuracy and compliance with legal standards, maintaining a strong attention to detail.
Prioritise workloads effectively, meeting deadlines while maintaining high standards.
Provide mentorship and leadership to junior members of the team.
Manage projects from start to completion, ensuring client satisfaction.
About You:
Proven experience working with Trusts and Estates is essential.
STEP qualification or equivalent experience.
Strong organisational and influencing skills.
Excellent attention to detail with the ability to work independently and within a team.
Strong communication skills at all levels.
Why Join Us?
Become part of a progressive and supportive firm based in Chesterfield, where you will play a key role in securing clients’ futures and protecting their assets.
In return, you will benefit from ongoing personal and professional development, as well as an exceptional benefits package, including:
Negotiable salary based on skills and experience.
Flexible working hours: 7.5 hours per day between 8 am and 6 pm.
25 days holiday, increasing with service, plus the ability to buy up to 5 extra days per year.
Free onsite parking.
Easily accessible by public transport.
Social events, including a Christmas party and summer outings.
Enhanced maternity/paternity/adoption leave.
Death in service (2x salary).
And much more
If you are ready to take the next step in your career, we would love for you to join a firm where your expertise will make a real difference