Lifetime Planning Solicitor - Wills, Trusts & LPAs

Jobtailor; Stroud; On-site; GBP 60,000 - 90,000; Full time

Job summary

Jobtailor in the United Kingdom is seeking a Lifetime Planning specialist to advise individuals, families and business owners on Wills, Trusts and LPAs, and asset protection. You will tailor guidance to each client’s priorities and long-term objectives, delivering practical, commercially minded recommendations.

You will identify underlying needs beyond the immediate instruction, build lasting client relationships, support business development, mentor junior colleagues and help shape a modern

Qualifications

• Provide practical guidance on future planning and asset protection for individuals, families and business owners.
• Understand clients’ priorities, relationships and long-term objectives to tailor advice.
• Advise on Wills, trusts and LPAs; support succession and estate planning efforts.
• Build relationships with clients and referrers; develop networking and business opportunities.

Responsibilities

• Work closely with individuals, families and business owners to deliver practical, commercially minded advice on future planning and asset protection.
• Proactively identify underlying client needs, risks and objectives beyond the immediate instruction.
• Mentor junior colleagues and contribute to shaping a modern Lifetime Planning offering.
• Facilitate networking and business development activities to grow client base.

Skills

Lifetime Planning Experience

Wills, Trusts, And LPAs Advisory

Client Relationship Management

Networking And Business Development

Mentoring And Supporting Junior Collea

Job description

Jobtailor in the United Kingdom is seeking a Lifetime Planning specialist to advise individuals, families and business owners on Wills, Trusts and LPAs, and asset protection. You will tailor guidance to each client’s priorities and long-term objectives, delivering practical, commercially minded recommendations.

You will identify underlying needs beyond the immediate instruction, build lasting client relationships, support business development, mentor junior colleagues and help shape a modern