Solicitor – Lifetime Planning

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

Requirements

• Work closely with individuals, families and business owners to provide practical, thoughtful and commercially minded advice around future planning and asset protection
• Take the time to understand each client’s wider circumstances — including their priorities, relationships and long-term objectives — ensuring your advice reflects what matters most and helps them plan with confidence
• Proactively identify clients’ underlying needs, risks and objectives — not just responding to the immediate instruction
• Advise on Wills, trusts and LPAs
• Support succession and estate planning matters
• Build strong relationships with clients and referrers through a deep understanding of their needs and priorities
• Networking and business development activity
• Support and mentor junior colleagues
• Help shape and grow a modern Lifetime Planning offering

Core Competencies

Demonstrates expertise in Lifetime Planning, providing tailored advice on Wills, Trusts, and LPAs while fostering strong client relationships. Capable of identifying client needs and supporting succession and estate planning efforts with a proactive and commercially aware approach.

Highest-signal resume keywords

• Lifetime Planning Experience
• Wills, Trusts, And LPAs Advisory
• Client Relationship Management
• Networking And Business Development
• Mentoring And Supporting Junior Colleagues

ATS Optimization Keywords

Soft Skills

• Personable
• Engaging
• Client-Focused
• Strong Communication
• Emotional Intelligence
• Collaborative
• Supportive

Industry Keywords

• Succession Planning
• Estate Planning
• Asset Protection
• Client Experience
• Proactive Advice