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In house Wills and Probate Solicitor

Posted 14 March by CRA Consulting Easy Apply Ended

One of South Yorkshire's leading financial advisers and asset management business are looking to recruit a solicitor to work part time in their Private client team, ideally 3 days a week.

Specifically the role will sit within our Trust and Tax Planning Team providing estate administration services and advice on Wills, LPAs and tax planning to our existing and target clients.

Main function of the role:

  • Providing general tax planning advice
  • Preparing Wills of varying degrees of complexity
  • Drafting trust deeds, declarations of trusts, deeds of variation
  • Advising on and preparing and registering powers of attorney
  • Dealing with the administration of estates of varying complexities and the implementation of associated trust arrangements
  • Supporting business development initiatives for the team and the firm

Key roles and responsibilities:

  • Managing a busy caseload, under supervision as required, dealing with a wide range of tax and trust matters to include - lifetime tax planning (to cover Capital Gains, Inheritance and Income Tax advice); advising on existing trusts, to include drafting documents to terminate and vary trusts; the creation of new trusts; death and post death tax planning
  • Acting for and advising a wide range of private individuals but in particular those with high net worth, landed estate owners and owners of SMEs
  • Client liaison, both over the telephone and in person, taking instructions, providing progress updates and managing the financial affairs of the file
  • A keenness to participate in marketing initiatives

Do you have?

  • Been admitted as a Solicitor with the right to work in the UK and at least 2 years PQE in Private Client work in a respected regional practice
  • Previous Business Development experience and keenness to develop these skills further
  • Proven experience of being commercially aware
  • Clean driving licence - Essential
  • Experience of working a case management system would also be desirable
  • Solid IT skills with a good working knowledge of Word, Excel and Outlook
  • STEP qualification would be an advantage but is not essential
  • Good communication skills and the ability to work as part of a team not only in TTP but with internal teams across the business
  • A genuine interest in Private Client work with the desire to learn and develop your skills and expertise
  • Client focus; the ability to build and sustain relationships
  • Good numeracy skills in order to deal accurately with estate accounts
  • A good eye for detail, presentation and overall high work standards
  • Good time management skills and the ability to organise and handle a busy and varied caseload

For more information please contact Robert Addy on or click apply today

Reference: 34368875

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