3 Estate Planning jobs in the United Kingdom
Wills, Trusts and LPA Consultant
Posted 8 days ago
Job Viewed
Job Description
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business.
Wills, Trusts and LPA Consultant
Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites
Office based in East Grinstead with parking available on site for staff - also close to the station area
Salary per annum plus commission. Excellent all round company benefits, along with a generous commission scheme
This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities
The role - Wills, Trusts and LPA Consultant
The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients.
You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate.
The role - duties and responsibilities
Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws.
Building and maintaining strong client relationships, offering a bespoke and caring service.
Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products.
Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records.
Following up with clients after their initial meeting to obtain any outstanding information
Drafting and revising Wills and LPAs within company SLAs.
Answering client calls and emails within company SLAs.
Preparing LPA forms, supporting with submitting & registering.
Attending regional client meetings. An overnight stay may be required on occasions.
Diary management - review and maintain your diary weekly.
Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation.
Experience, competencies and knowledge required:
Excellent verbal and written communication skills along with exceptional client care skills
Works well under pressure on own and as part of a team.
Previous experience in Financial Services - Mortgages, Life insurance etc.
A degree in law is desirable - NOT ESSENTIAL
Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL
STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided.
Full UK driving licence (own car not required).
For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out!
Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Legal Partner: Estate & Tax Planning
Posted 3 days ago
Job Viewed
Job Description
Estate & Tax Planning | Partner | Tunbridge Wells | Competitive Salary
Are you a highly experienced Estate and Tax Planning lawyer? If you’re nearing Partner level, this could be the ideal role for you to further your career in Kent.
This renowned firm is after an experienced solicitor, with particular experience in tax planning, who could benefit from injecting some variety into their career in the form of a shiny new position within a first-tier-ranked team in Tunbridge Wells.
This Estate and Tax Planning Partner role will encompass the process of tax planning; supporting high- and ultra-high-net-worth clients with complex assets, some of which have international elements. Your role will be to help loyal clients future-proof and minimise tax liabilities with the use of appropriate structures, while bringing in your own clients, too.
For this Estate and Tax Planning Partner role, you will ideally have:
- At least 8 years of post-qualification experience (as a UK-qualified Solicitor or legal executive).
- Proven experience within Private Client law, with a particular focus on pre-death matters (ideally tax planning).
We recognise there are several options in terms of legal qualification, from Solicitor to Legal Executive (CILEx) . If you have a keen interest in this area and relevant experience, we encourage you to get in touch.
This firm is passionate about creating an inclusive workplace that promotes and values diversity. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices .
Contact the Legal Team—Hayley Rose or Chloë —at Harvey John for more information about this Tax Planning Partner job in Kent.
Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only. We are committed to continued improvement in terms of diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.
Associate Solicitor: Estate & Tax Planning
Posted 3 days ago
Job Viewed
Job Description
Estate & Tax Planning | Associate Solicitor | Tunbridge Wells | 55k+ (DOE)
Join this prestigious regional firm as the newest Associate Solicitor in their Estates & Tax Planning team, based in Tunbridge Wells.
They’re after an experienced solicitor, with particular experience in tax planning, who could benefit from injecting some variety into their career in the form of a shiny new position within a first-tier ranked team.
This Estate and Tax Planning Solicitor role will encompass the process of tax planning; supporting high- and ultra-high-net-worth clients with complex assets, some of which have international elements. Your role will be to help loyal clients future-proof and minimise tax liabilities with the use of appropriate structures, while bringing in your own clients, too.
For this Estate and Tax Planning Associate Solicitor role, you will ideally have:
- At least 4 years of post-qualification experience (as a UK-qualified Solicitor or legal executive).
- Proven experience within Private Client law, with a particular focus on pre-death matters (ideally tax planning).
They are also happy to consider a private client lawyer who'd like to specialise further in this sphere of the law. So, if you have a keen interest in this area and relevant experience, we encourage you to get in touch.
This firm is passionate about creating an inclusive workplace that promotes and values diversity. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices .
Contact the Legal Team—Hayley Rose or Chloë — at Harvey John for more information about this Estate & Tax Planning Associate job in Kent.
Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only. We are committed to continued improvement in terms of diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.
Be The First To Know
About the latest Estate planning Jobs in United Kingdom !