STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, Sheffield, South Yorkshire
Overview
Location: Remote work from home (applicants from South Africa, Malaysia, Cyprus, Philippines, or where your qualifications and English are excellent are encouraged to apply)
Role Type: Full-time, Permanent
Experience Level: 5+ years PQE
Salary: Competitive, based on experience
About Us
We are a multidisciplinary financial services firm specializing in estate planning, inheritance tax mitigation, and long-term wealth structuring for High Net Worth clients. We integrate legal, financial, and tax expertise to provide tailored solutions that protect wealth across generations. We are now 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 develop and expand a new legal service within our firm. The successful candidate will work closely with financial advisers and tax specialists to create effective estate planning solutions for high-net-worth clients. We have over 20 years of experience in this field and process numerous cases monthly.
Previously, we used external providers for drafting wills and trusts. As we grow, we aim to bring this function in-house, ensuring plans align with and improve upon our existing structures and advice. This includes setting up wills and associated trusts.
Key Responsibilities
* Lead the development of our in-house wills and trusts service
* Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
* Provide technical guidance to financial advisers and clients
* Oversee compliance and risk management
* Build and manage a small, 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 client cases
* Strong understanding of IHT, CGT, and trust taxation issues
* Commercially minded, collaborative, and self-sufficient
* Experience working within financial services
Why Join Us?
* Strategic leadership role in a growing firm
* Collaboration with experienced tax, accounting, and financial planning professionals
* Flexible working options (remote/hybrid)
* Competitive pay and performance incentives
* Opportunity to shape 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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