8 months ago
Private Client Lawyer
West Sussex, East Sussex
£30,000 - £38,000
Private Client Lawyer - Based on the West Sussex Coast, our clients company is a small business within a larger Financial Services Group offering will planning/preparation, IHT mitigation and trust, estate and power of attorney administration services.
A vacancy has now arisen within the team for an Estate and Trusts Executive. This is a client facing role where the ideal candidate will offer advice on Wills and produce Will documents for clients to review and sign. The company also provides advice on Powers of Attorney and their preparation.
When a client dies, the E&T Executive is expected to meet their family and talk through the steps required to obtain a Grant of Probate, meet all taxation obligations and distribute the funds under the terms of the Will. Where that distribution is to a Trust, the E&T Executive will be expected to be able to administer that Trust taking care of liabilities to income Tax, capital gains tax and inheritance Tax, including minimising those liabilities, where possible. Support will be given from specialist staff on Estate and Trust Tax Returns as necessary. As well as a competitive salary, they can offer an excellent benefits package. Some UK travel will be anticipated.
On offer is a competitive salary package and the chance to join a forward thinking, progressive firm. Career prospects are therefore excellent. Please contact Gavin Sladden, Andrew Bishop or submit your CV as directed below. All applications are dealt with in the strictest of confidence and firms will not be approached without your consent. We will hold your details on our data base until such time as you ask us to remove them. Please note that our advertisements use PQE levels and salary levels purely as a guide.