Private Client Lawyer (Will, Probate, Trusts) - Team Leader & Senior Associate

Actis Recruitment; Lancashire, Greater Manchester; Hybrid; GBP 60.000 - 80.000; Vollzeit

Zusammenfassung

Actis Legal is seeking a Private Client Lawyer at team leader/Senior Associate level in the Lancashire area. The role involves managing a high-quality private client practice with wills, probate, and trusts, and leading a team in a well-regarded firm.

The ideal candidate is STEP accredited or supported toward it, handling a diverse client base including wealthy individuals and business owners. Hybrid working is available with potential part-time arrangements.

Qualifikationen

• STEP accreditation ideal or firm will support toward it.
• Instructed by wealthy clients, entrepreneurs and business owners.
• Involvement across private client services including wills, estates and trusts.

Aufgaben

• Assess estates for potential tax liabilities
• Advise on and prepare wills
• Estate and wealth protection measures
• Obtain Grants and administer estates
• Prepare Lasting Powers of Attorney
• Living Wills and Letters of Wishes
• Lifetime gifts and tax issues
• Elderly client advice
• Trusts administration and advising trustees
• Court of Protection advice and applications

Kenntnisse

Private Client Law

Wills and Probate

Team leadership

Senior associate

STEP accreditation

Ausbildung

STEP accreditation in progress

Jobbeschreibung

Private Client Lawyer (Will, Probate, Trusts) - Team Leader & Senior Associate

Salary: £60,000 - £80,000

Ref: 58081

Location: Lancashire, Greater Manchester, All North West

Areas of Law: Private Client/Wills and Probate

Job Type: Permanent

Level: 6 years plus, 4-6 years qualified

Sector: Private practice

0345 300 3577

Well established Private Client Team, which enjoys an excellent reputation, is looking to recruit at various levels (including team leader at one branch office).

Ideally, you will be STEP accredited or looking to work towards this, which the firm will support you on.

Instructed by a diverse range of clients including wealthy clients, entrepreneurs and business owners, the quality of work is excellent. The firm as a whole serves regional businesses and the local community and as such htere isan interesting mix of clients.

You will be engaged in the full spectrum of private client services including:

• Assessing estates on potential tax liabilities
• Advising on and preparing wills
• Estate & wealth protection measures
• Obtaining Grants and administering Estates Lasting Powers of Attorney
• Living Wills and Letters of Wishes
• Lifetime gifts and tax issues
• Elderly Client Advice
• Trusts administration and advising trustees
• Court of Protection advice and applications

The leadership team nurtures a supportive culture and you will find a sensible approach to work/life balance, inclusivity and flexibility. Hybrid working in place and application also welcome from those seeking part-time arrangements.

The firm is professionally managed with excellent support and resources in place.

Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves. All enquiries treated in the strictest of confidence.

Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate.