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:
1. Providing technical support to external partners and in-house teams.
2. Advising on estate planning documentation, trust management, and the implications of buying and selling trust and estate assets.
3. Acting as a professional trustee, chairing trustee meetings, and directly advising clients.
4. Assisting with the drafting and review of complex legal documents, including Deeds of Variation and Trusts of Land.
5. Delivering training courses to exter...