Location: Remote Work from home
*We welcome applicants from South Africa, Malaysia, Cyprus, Philippines, or where your qualifications and English proficiency are excellent.
Role Type: Full-time, Permanent
Experience Level: 5+ years PQE
Salary: Competitive, based on experience
About us
We are a multidisciplinary financial services firm specialising in estate planning, inheritance tax mitigation, and long-term wealth structuring for High Net Worth clients (HNW). We integrate legal, financial, and tax expertise to provide tailored solutions that protect wealth across generations.
As part of our growth, we are bringing wills and trusts planning in-house and seek an experienced TEP Practitioner and private client solicitor to lead this initiative.
The Opportunity
This senior role offers the chance to shape and expand a new legal function. The successful candidate will collaborate with financial advisers and tax specialists to design estate planning solutions for high-net-worth clients.
We have over 20 years of experience in this area and handle numerous cases monthly. Previously, we used external providers for drafting wills and trusts, but now aim to bring this in-house, ensuring plans align with and improve existing structures.
Key Responsibilities
* Lead the development of our in-house wills and trusts services
* Draft complex wills, trusts, deeds of variation, and powers of attorney
* Provide technical guidance to advisers and clients
* Oversee compliance and risk management
* Build and manage a high-performing team
* Maintain high standards of client care and confidentiality
Requirements
* Minimum 5 years' experience in wills, trusts, and estate planning
* Ability to handle complex HNW/UHNW cases
* Strong understanding of IHT, CGT, and trust taxation
* Commercially minded, collaborative, and independent
* Experience working within financial services
Why Join Us?
* Strategic leadership role in a growing firm
* Collaborate with experts in tax, accounting, and financial planning
* Flexible working options (remote/hybrid)
* Competitive pay and incentives
* Shape the future of estate planning services
Interested?
Apply via LinkedIn or send your CV and cover letter to [emailprotected]. All inquiries will be kept confidential.
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