Candidates interested in this role will need to have gained a minimum of 3 + years post qualified experience.
You will need experience and knowledge in the following areas:
Estate and care fee planning
Wills and Will writing
Lasting Powers of Attorney
Court of Protection
Trusts and Trust Administration
Probate & Administration of Estates
Inheritance Tax planning and investments
STEP is advantageous; however, if any candidates are undertaking STEP, then this would be considered as the company assists in career development/studying.
Candidates need to possess a strong knowledge of wills, trusts, estates, and tax issues. This is a busy, demanding role, so you must be able to prioritise your own workload. Secretarial support is provided.
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