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Lifetime Planning Solicitor

Bury St. Edmunds, Suffolk
Job Type
7 Sep 2022

My client is recruiting for a Lifetime Planning Solicitor to join their office in Bury St Edmunds, Suffolk.

The Role

3 years+ pqe solicitor (or CILEX) with private client experience Advising clients on and drafting Wills, powers of attorney and associated documents.Advising on family asset succession and protection

Must have

Proven experience in advising clients on lifetime issues: Wills, powers of attorney, inheritance tax

Nice to have

Experience of dealing with business structure (partnerships, LLPs, companies)Court of Protection experienceKnowledge of trusts/trust administration (including related compliance issues)Wider tax knowledgeProbate administration experienceSTEP & CTA qualified or part-qualified

Knowledge, skills and experience required

Manage own caseload / financial housekeeping.Conduct meetings with clients, either face to face or remotely.Assess legal issues and advise accordingly / Conduct legal research / able to advise on costs and scope of workDraft documents and letters of adviceKeep up to date with law and practiceExcellent communication & team skills

Salary and benefits:

They are a friendly firm with a flexible approach. This is a Full-Time position.

• Salary according to experience. • Strong bonus - To be discussed.• Pension.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.

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  • Job Reference: 706199263-2
  • Date Posted: 7 September 2022
  • Recruiter: Clear IT Recruitment Limited
    Clear IT Recruitment Limited
  • Location: Bury St. Edmunds, Suffolk
  • Salary: On Application
  • Sector: Legal
  • Job Type: Permanent