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

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

England Full-Time 50000 - 70000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a supportive team advising clients on wills, trusts, and estate planning.
  • Company: A well-established practice in mid-Cheshire with a friendly culture and diverse clientele.
  • Benefits: Enjoy flexible working options, excellent work/life balance, and competitive salary.
  • Why this job: Lead a team while making a real impact on clients' lives through wealth protection.
  • Qualifications: 5+ years PQE in private client law, with expertise in estate planning and tax liabilities.
  • Other info: Part-time and hybrid roles available; all applications treated confidentially.

The predicted salary is between 50000 - 70000 £ per year.

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.

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Wills, Trusts & Estate Planning (5 yrs\' + PQE) employer: Actis Recruitment

Join a well-established mid-Cheshire practice that prides itself on a friendly and supportive culture, offering an excellent work/life balance. With a diverse client base and a strong reputation in private client services, you will have the opportunity to lead and mentor junior colleagues while engaging in meaningful estate planning and wealth protection work. The firm also supports flexible working arrangements, making it an ideal environment for professional growth and personal fulfilment.
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Contact Detail:

Actis Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wills, Trusts & Estate Planning (5 yrs\' + PQE)

✨Tip Number 1

Network with professionals in the Wills, Trusts & Estate Planning field. Attend local legal events or seminars in the North West to meet potential colleagues and learn more about the practice culture.

✨Tip Number 2

Research the firm’s reputation and recent cases they’ve handled. Being knowledgeable about their work will help you engage in meaningful conversations during interviews and demonstrate your genuine interest.

✨Tip Number 3

Prepare to discuss your experience with diverse clients, especially wealthy individuals and business owners. Highlight specific examples of how you've successfully navigated complex estate planning issues.

✨Tip Number 4

Familiarise yourself with the latest trends and changes in estate planning laws. Showing that you are up-to-date with current regulations can set you apart from other candidates.

We think you need these skills to ace Wills, Trusts & Estate Planning (5 yrs\' + PQE)

Expertise in Wills and Probate Law
Knowledge of Taxation and Estate Planning
Experience in Trusts Administration
Strong Client Relationship Management
Ability to Assess Tax Liabilities
Proficiency in Drafting Legal Documents
Understanding of Lasting Powers of Attorney
Experience with Court of Protection Applications
Excellent Communication Skills
Mentoring and Supervisory Skills
Attention to Detail
Problem-Solving Skills
Ability to Work Independently and as Part of a Team
Adaptability to Flexible Working Arrangements

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in Wills, Trusts, and Estate Planning. Focus on relevant roles and responsibilities that demonstrate your expertise in advising on and preparing Wills, assessing estates for tax liabilities, and administering estates.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client services. Mention specific experiences that align with the job description, such as your work with wealthy individuals or your approach to estate and wealth protection measures.

Highlight Leadership Skills: Since the role involves leading a team and mentoring junior colleagues, emphasise any previous leadership or supervisory experience you have. Provide examples of how you've successfully guided others in your field.

Showcase Flexibility: If you're interested in part-time or flexible working arrangements, mention this in your application. Highlight your ability to manage work/life balance while maintaining high-quality service delivery to clients.

How to prepare for a job interview at Actis Recruitment

✨Know Your Stuff

Make sure you're well-versed in the specifics of Wills, Trusts, and Estate Planning. Brush up on tax liabilities, estate protection measures, and the nuances of Lasting Powers of Attorney. Being able to discuss these topics confidently will show your expertise.

✨Showcase Your Experience

Prepare to discuss your previous roles and how they relate to the responsibilities outlined in the job description. Highlight any experience you have in mentoring junior colleagues, as this is a key aspect of the role.

✨Understand the Firm's Culture

Research the firm’s reputation for a friendly and supportive culture. Be ready to explain how you would contribute to this environment and support your colleagues, especially in a team-leading capacity.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to private client services and their expectations for the role. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.

Wills, Trusts & Estate Planning (5 yrs\' + PQE)
Actis Recruitment
Location: England
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  • Wills, Trusts & Estate Planning (5 yrs\' + PQE)

    England
    Full-Time
    50000 - 70000 £ / year (est.)
  • A

    Actis Recruitment

    50-100
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