Private Client & Trust Associate — Trusted Advisor

Appleby; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Job summary

Appleby is seeking an experienced legal professional for their Private Client & Trusts Practice Group in the United Kingdom. The role involves advising clients on family and commercial trust matters and managing wills and probate caseloads independently.

Candidates should have a minimum of three years of experience in the Private Client and Trust area, with proficiency in Microsoft Office. The position also includes participating in marketing initiatives and contributing to educational programmes.

Qualifications

• Minimum of three years post qualification experience in Private Client and Trust practice area.
• Able to handle wills and probate caseload with minimal or no supervision.
• Experience in corporate trusts and general corporate matters is an asset.

Responsibilities

• Advise clients independently on family and commercial trust and estate law matters.
• Participate in marketing, education, and training programmes.
• Contribute to marketing efforts through articles, conferences, and business development trips.

Skills

Trust and estate law matters

Wills and probate caseload management

Family Trust experience

Corporate trusts knowledge

Microsoft Office proficiency

Job description

Appleby is seeking an experienced legal professional for their Private Client & Trusts Practice Group in the United Kingdom. The role involves advising clients on family and commercial trust matters and managing wills and probate caseloads independently.

Candidates should have a minimum of three years of experience in the Private Client and Trust area, with proficiency in Microsoft Office. The position also includes participating in marketing initiatives and contributing to educational programmes.