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- Tasks: Lead a team in providing expert estate planning and wealth protection services.
- Company: Join a well-established, friendly practice with a stellar reputation in private client services.
- Benefits: Enjoy flexible working options, including part-time and hybrid arrangements, plus a great work/life balance.
- Why this job: Make a real impact while mentoring juniors in a supportive environment focused on quality work.
- Qualifications: 5+ years PQE in Wills, Trusts, and Estate Planning is essential.
- Other info: Applications from diverse backgrounds are encouraged; all inquiries are confidential.
The predicted salary is between 42500 - 59500 £ 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
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 clients, which can help you get noticed by firms like ours.
✨Tip Number 2
Showcase your expertise in estate planning during interviews. Be prepared to discuss specific cases where you've successfully advised clients on tax liabilities or estate protection measures, as this will demonstrate your value to our team.
✨Tip Number 3
Familiarise yourself with the latest developments in private client law, especially in the North West region. Being knowledgeable about recent changes can set you apart from other candidates and show your commitment to the field.
✨Tip Number 4
Consider reaching out to current or former employees of our firm for insights into the company culture and expectations. This can help you tailor your approach and demonstrate that you’re a good fit for our friendly and supportive environment.
We think you need these skills to ace Wills, Trusts & Estate Planning (5 yrs\' + PQE)
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 involvement in estate and wealth protection measures.
Highlight Relevant Qualifications: In your application, emphasise any qualifications or certifications that are pertinent to the role. This could include your PQE, any special training in estate planning, or memberships in relevant legal associations.
Showcase Leadership Skills: Since the role involves leading a team, be sure to mention any previous experience in mentoring or supervising junior colleagues. Highlight how you can contribute to a supportive culture within the firm.
How to prepare for a job interview at Actis Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and estate planning. Be prepared to discuss specific cases or scenarios you've handled in the past, as this will demonstrate your expertise and experience in the field.
✨Showcase Your Soft Skills
Since this role involves advising a diverse range of clients, it's crucial to highlight your communication and interpersonal skills. Be ready to share examples of how you've built relationships with clients and managed sensitive situations.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Since they pride themselves on a friendly and supportive environment, think about how your personal values align with theirs and be prepared to discuss this during the interview.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the firm, and it gives you a chance to assess if the firm is the right fit for you.
