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Inheritance and estate planning specialist

Chichester
beBee Careers
Planner
Posted: 16 June
Offer description

Job Title: Inheritance and Estate Planning Specialist

We are seeking a skilled professional to manage probate and estate administration, from non-taxable estates to those requiring IHT400 filings and relief claims.

This role involves handling cases involving intestacy, with solid knowledge of intestacy rules, as well as overseeing trust setup, administration and dissolution within estate planning and administration.

A strong client care and communication focus is required, along with the ability to manage clients across a diverse demographic, while working independently with support in a fast-paced environment.


Key Responsibilities:

* Manage complex probate and estate administration matters
* Handle intestacy cases with expertise in intestacy rules
* Oversee trust setup, administration, and dissolution within estate planning and administration

Required Skills and Qualifications:

* Minimum 3 years' PQE in private client work, ideally with STEP membership or an interest in pursuing it
* Experience with probate, estate administration, and working with simple and taxable estates

Benefits:

* Flexible working arrangements
* Supportive and friendly work environment
* Comprehensive benefits package
* Free parking


How to Apply:

Apply with your updated CV via our online application link. For immediate consideration, contact Robert Rowland at G2 Legal.

#INDMALS

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