Established role within the Private Client Department.
Proven background and demonstrable enthusiasm for Private Client work. To include:
Preparation of Wills
Administration of Estates for business and private clients
Lifetime and Post-Death Tax Planning
Lasting Powers of Attorney
Court of Protection Orders
Excellent opportunity to gain skills and experience and have a hand in the development of a long established, forward-thinking and expanding firm.
The role will also involve active participation in the firm’s marketing, article drafting, PR, business development, social media and networking activities, as appropriate.
Requirements
Circa 3 years PQE.
The STEP or SFE qualification would be preferred but is not essential.
Demonstrate an understanding of the preparation of Wills (including Wills incorporating measures aimed at asset protection and mitigation of tax).
Fundamental principles of inheritance, capital gains and income tax and their application in an estate planning context.
Knowledge relating to the formation, administration and taxation of trusts; administration of estates; deeds of variation.
Preparation and registration of Lasting Powers of Attorney; providing specialist advice for elderly clients.
Ability and willingness to learn and manage workload in an efficient and organised manner and meet clients’ demanding requirements.
Able to communicate very well in writing using correct grammar and plain English.
Enthusiastic, willing and strong team player, have an excellent balance between technical ability and commercial awareness.
Possess strong organisational and inter-personal skills and be IT proficient.
Please refer to the Job Analysis on our website for further information.
Benefits
24 days of annual leave plus Bank Holidays
A variety of employee benefits including; Life Assurance, Opticians Scheme, Staff Discounts and Christmas Saving Club