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Junior Estate Planning Advisor
Leamington Spa
Are you looking to develop your career in estate planning while expanding your technical expertise?
We are seeking a highly motivated and enthusiastic Junior Estate Planning Advisor to join our Estate Planning Team. This is a fantastic opportunity to work alongside experienced private client practitioners, deepen your knowledge, and gain hands-on experience in a wide variety of estate planning areas. If you love research and have the confidence to advise a variety of Professionals read on.
About the Role:
In this varied and dynamic role, you will support professionals, clients, and in-house teams with a wide range of estate planning matters, including wills, trusts, taxation, and estate administration. With over 2,000 consultants nationwide relying on our technical expertise, your day-to-day responsibilities will include:
- Providing technical support to external partners and in-house teams.
- Advising on estate planning documentation, trust management, and the implications of buying and selling trust and estate assets.
- Acting as a professional trustee, chairing trustee meetings, and directly advising clients.
- Assisting with the drafting and review of complex legal documents, including Deeds of Variation and Trusts of Land.
- Delivering training courses to external partners on estate planning basics.
- Conducting research to provide insights on trust law and practical applications.
Why Join Us?Our Estate Planning Team offers:
- Access to regular training and development opportunities.
- Scheduled research time to consolidate and grow your knowledge.
- Exposure to a broad range of estate planning topics, including trusts, probate, taxation, and more.
- The chance to collaborate with highly skilled professionals and make a tangible difference to clients.
What We're Looking For:To succeed in this role, you'll need:
- Excellent communication, organisational, and administrative skills.
- High levels of attention to detail and the ability to adapt to new processes quickly.
- A motivated, enthusiastic approach to learning and problem-solving.
- A team-oriented mindset, combined with the initiative to take ownership of your work.
- Proficiency in Microsoft Office.
Most importantly, we value curiosity and a willingness to learn-don't be afraid to ask questions. That's how we all grow!
How to Apply:If you're ready to embark on a rewarding career in estate planning and want to join a team committed to technical excellence and professional development, we'd love to hear from you.
Start your journey today and make a meaningful impact on our clients and their legacies!
INDH
