Wills, Trusts & Estate Planning (5 yrs' + PQE)

Actis Recruitment; England; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A recruitment agency specializing in legal roles is seeking a Private Client Specialist in North West, England. The role involves advising on estates, preparing wills, and supervising junior colleagues. This position offers flexibility, with options for part-time and hybrid work. Candidates with experience in estate and wealth protection are encouraged to apply.

Qualifications

• Experience in private client law with a focus on wills and estates.
• Ability to lead a team and mentor junior colleagues.
• Strong understanding of estate and wealth protection measures.

Responsibilities

• Engage in full spectrum of private client services.
• Advise on estate planning and wealth protection.
• Lead a team while supporting junior colleagues.

Skills

Advising on and preparing Wills

Assessing estates on potential tax liabilities

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

Advising trustees

Court of Protection advice and applications

Job description

Salary: £50,000 - £70,000

Location: All North West, Cheshire

Areas of Law: Tax, Private Client/Wills and Probate

Job Type: Permanent

Level: Partner, Legal Executive, 6 years plus, 4-6 years qualified

Sector: Private practice

Well established, mid-Cheshire practice. Diverse client base.

A new opportunity has arisen in a professionally managed practice known for its friendly and supportive culture. The firm enjoys an excellent reputation in the delivery of private client services including all aspects estate planning, wealth protection, family & matrimonial services, property investment and residential conveyancing.

Acting for a diverse range of clients (including wealthy individuals and business owners), you will be engaged in the full spectrum of private client services and advising on instructions which require estate and wealth protection measures.

We would be delighted to hear from private client specialists experienced in:

• Advising on and preparing Wills
• Assessing estates on potential tax liabilities
• 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
• Advising trustees
• Court of Protection advice and applications

Moving forward in your career, you will have the opportunity to lead the team whilst supervising and mentoring junior colleagues.

The quality of work is excellent in a firm that nurtures a sensible approach to work/life balance. Applications welcome from those looking for part-time, flexibility and hybrid working arrangements.

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.

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.

Equal Opportunities Statement

We are an equal opportunities employer and welcome applications from all qualified candidates.