Senior Estate Planner

TN United Kingdom; Stoke-on-Trent; On-site; GBP 50,000 - 70,000; Full time

Job summary

A prestigious law firm is seeking a Senior Estate Planner to provide expert estate planning services. This role involves managing high-net-worth clients, advising on inheritance tax, and collaborating with various departments. The firm offers a supportive culture and opportunities for professional growth.

Benefits

Professional development opportunities

Supportive and collaborative work environment

Community and charity events

Access to cutting-edge legal technology

Death in service

Qualifications

• Minimum of 5 years’ experience in estate planning.
• Strong knowledge of inheritance tax laws.
• Proven ability to manage complex cases.

Responsibilities

• Provide comprehensive estate planning services.
• Advise on inheritance tax planning and asset protection.
• Manage a portfolio of high-net-worth clients.

Skills

Communication

Interpersonal skills

Analytical skills

Problem-solving

Education

Qualified Solicitor

Job description

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About the Role:

We are seeking an experienced and dedicated Senior Estate Planner to join a prestigious and forward-thinking law firm. This is an exciting opportunity for a seasoned professional to take on a pivotal role within a dynamic team, providing expert advice and services to a diverse client base.

Key Responsibilities:

1. Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney.
2. Advise clients on inheritance tax planning and asset protection strategies.
3. Manage a portfolio of high-net-worth clients, ensuring exceptional service and client satisfaction.
4. Collaborate with other departments to offer holistic legal solutions.
5. Stay updated with the latest legal developments and industry trends.

Requirements:

• Qualified Solicitor with a minimum of 5 years’ experience in estate planning.
• Strong knowledge of inheritance tax laws and estate planning strategies.
• Excellent communication and interpersonal skills.
• Proven ability to manage complex cases and high-net-worth clients.
• Detail-oriented with strong analytical and problem-solving skills.
• Opportunities for professional development and career progression.
• Supportive and collaborative work environment.
• Community and charity events.
• Access to cutting-edge legal technology and resources.
• Death in service.

Why Join?

Our client is renowned for their commitment to excellence and client-focused approach. They offer a supportive and inclusive culture where your expertise will be valued and your professional growth encouraged. This is a fantastic opportunity to join a firm that truly invests in its people and their future.