- Experience in estate and tax planning, drafting wills, probate, and estate administration.
- Familiarity with relevant tax legislation and trust structures, including their establishment, administration, and taxation.
- Strong communication and autonomy in managing a caseload.
- A STEP qualification is preferred but not essential, with financial support available for obtaining it.
- Annual Leave: Minimum of 25 days, increasing with length of service, plus office closure between Christmas and New Year.
- Financial Security: Smart pension scheme, death-in-service benefit (3x salary), income protection (up to 75% of salary), and private medical insurance (with options to extend to family members).
- Work-Life Balance: Hybrid working, one-hour early finish one Friday per month, and access to an interest-free travel pass/parking loan.
- Wellbeing & Community: Two annual charity days, mental health support, employee assistance program, and a range of social clubs, sports teams, and events.
- Professional Development: STEP qualification support, annual promotions process, and encouragement for business development and networking.