Private Client Solicitor: Estate Planning for HNW Clients

Sellick Partnership; England; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Bonus

HNWI exposure

Training & development

Support for qualifications

Growth opportunities

Job summary

Sellick Partnership is working with a growing and award-winning financial planning business to recruit a Private Client Solicitor to join its developing Estate Planning team. You’ll take ownership of your own Estate Planning caseload, meeting clients face-to-face and providing tailored advice around wills, trusts, LPAs and wider estate planning.

You’ll predominantly work with high-net-worth individuals and business owners, gaining experience in complex estates and inheritance tax planning while

Qualifications

• 2+ years of PQE in Private Client / Estate Planning.
• Strong experience across wills, trusts and LPAs.
• Good understanding of inheritance tax and taxable estates.
• Comfortable dealing directly with clients and explaining complex matters clearly.

Responsibilities

• Advise HNW individuals, business owners and families on estate planning.
• Draft straightforward and complex wills.
• Advise on trusts, LPAs and wider estate planning structures.
• Identify inheritance tax planning opportunities.
• Take instructions directly from clients and manage matters through to completion.
• Build strong, long-term relationships with clients.
• Handle complex and taxable estates, with exposure to business and family wealth.
• Advise on probate and estate administration where required.
• Develop technical knowledge through training and further qualifications.
• Play a key role in growing the Estate Planning service.

Skills

Estate planning

Wills and trusts

Client communication

Inheritance tax planning

Job description

Sellick Partnership is working with a growing and award-winning financial planning business to recruit a Private Client Solicitor to join its developing Estate Planning team. You’ll take ownership of your own Estate Planning caseload, meeting clients face-to-face and providing tailored advice around wills, trusts, LPAs and wider estate planning.

You’ll predominantly work with high-net-worth individuals and business owners, gaining experience in complex estates and inheritance tax planning while