Private Client Associate
Salary:
£40,000 - £60,000

Ref:
57264//TML

Location:
Cheshire, Shropshire, Stoke Potteries

Areas of Law:
Private Client/Wills and Probate


Job Type:
Permanent


Level:
4-6 years qualified


Sector:
Private practice



0345 300 3577

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Prestigious firm looking to appoint an associate solicitor experienced in Wills, Estate Planning and Trusts.

 

There is an interesting mix of both old money clients (family trusts and inherited wealth) together with new money clients including entrepreneurs, professionals, owners & shareholders of private limited companies and SMEs. 

 

Whilst managing a varied caseload of quality instructions, you will work closely with the Head of Private Client Services providing support on client, business and team development issues. 

 

Typical instructions include all forms of wealth protection and estate distribution including:

 

  • Advising on and preparing Wills,
  • Estate & Wealth Protection measures,
  • Lasting Powers of Attorney,
  • Living Wills and Letters of Wishes,
  • Lifetime gifts and tax issues,
  • Elderly Client Advice,
  • Trusts advice, creation and administration,
  • Variation of Wills,
  • Obtaining Grants and administration of estates and probates,

 

 

This role requires strong technical skills in estate planning and wealth protection. Ideally you will be STEP accredited or certainly looking to complete this qualification.

 

The quality of work and career development path make this an excellent opportunity in what is a highly successful and sociable practice.

 

 

 

Actis Legal specialises in the North West legal market and with such a detailed knowledge of the region, we are able to provide tailored and bespoke advice to individuals we act for and identify suitable career moves.  All enquiries treated in the strictest of confidence.

 

** Please note that references to post qualification experience (PQE) are given as a guideline to the competences required for technical, client and case management skills, as well as budgeted salary for the role. We encourage you to apply for any job for which you feel you are a suitable candidate.

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