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Candidates interested in this role will need to have gained a minimum of 3 + years post qualified experience
You will need experience and knowledge in the following area's:-
- Estate and care fee planning
- Wills and Will writing
- Lasting Powers of Attorney
- Court of Protection
- Trusts and Trust Administration
- Probate & Administration of Estates
- Inheritance Tax planning and investments
STEP is advantageous, however if any candidates are undertaking STEP then this would be considered as the company assists in career development / studying.
Candidates need to possess a strong knowledge of wills, trusts, estates and tax issues. This is a busy, demanding role, so you must be able to prioritise your own workload. Secretarial support is provided.
