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STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, Brighton
Location: Remote Work from home
*We will accept 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 strategy, we are bringing wills and trusts planning drafting and preparation in-house and are seeking an experienced TEP Practitioner and private client solicitor to lead this initiative.
The Opportunity
This senior role offers the potential to shape and expand a new legal function within our business. The successful candidate will collaborate with our financial advisers and tax specialists to design and implement estate planning solutions for high-net-worth clients.
We have over 20 years of experience in this field, handling a significant number of cases monthly.
Previously, we engaged external providers for drafting and finalising wills and trusts. Now, we aim to bring this function in-house to align with and enhance our existing client advice and structures.
The role involves setting up wills and associated pilot trusts.
Key Responsibilities
* Lead the development of our in-house wills and trusts services
* Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
* Provide technical guidance to advisers and clients
* Ensure compliance and manage legal risks
* Build and oversee a small, high-performing team
* Maintain high standards of client care and confidentiality
Requirements
* Minimum 5 years' experience in wills, trusts, and estate planning
* Proven ability to handle complex HNW/UHNW cases
* Strong understanding of IHT, CGT, and trust taxation
* Commercially minded, collaborative, self-sufficient
* Experience working within financial services
Why Join Us?
* Strategic leadership role in a growing firm
* Work alongside experienced tax, accounting, and financial planning professionals
* Flexible working arrangements (remote/hybrid)
* Competitive pay and performance incentives
* Shape the future of estate planning services
Interested?
We look forward to hearing from you. Apply via LinkedIn or send your CV and a brief cover letter to [emailprotected]. All inquiries will be treated confidentially.
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