Estates and Legal Advisor

1 month ago


Newbold, United Kingdom CV-Library Full time

Are you an experienced Estates and Legal Advisor looking for an exciting opportunity to join our client, a dynamic company based in Chesterfield? We are seeking a dedicated professional 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 clients 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 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
If you’re ready to take the next step in your career, we’d love you to join a firm where your expertise will make a difference