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STEP-Qualified Private Client Lawyer – Head of Wills & Trusts Planning, Cardiff
Location: Remote Work from home
*We will accept people from South Africa, Malaysia, Cyprus, Philippines, or where your qualifications and your English 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 our clients with tailored solutions that protect their wealth across generations.
As part of our growth strategy, we are now 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 is a senior role with the potential to shape and scale a new legal function within our business. The successful candidate will work closely with our financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.
We have been specialists in this area for over 20 years and handle a significant number of cases monthly.
We have previously used external providers to draft and finalise our client’s wills and trusts. As the company has grown, we want to bring this function in-house. It is important for the Will and Trust plans to follow and improve our existing structures and client advice.
The Will planning structures involve setting up a Will and accompanying pilot Trusts.
Key Responsibilities
* Lead the development of our in-house legal wills and trusts offering
* Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney
* Provide technical guidance and support to financial advisers and clients
* Oversee compliance and risk management for legal outputs
* Build and manage a small, high-performing team as the service expands
* Maintain the highest standards of client care and confidentiality
Requirements
* Minimum 5 years' experience in wills, trusts, and estate planning
* Proven ability to handle complex HNW/UHNW client cases
* Strong understanding of IHT, CGT, and trust taxation issues
* Commercially minded, collaborative, and able to operate with minimal supervision
* Comfortable working within a financial services environment
Why Join Us?
* Strategic leadership role within an ambitious and growing firm
* Work alongside experienced professionals in tax, accountancy, and financial planning
* Flexible working arrangements (remote/hybrid)
* Competitive remuneration and performance-based incentives
* Opportunity to shape the future of estate planning services within the firm
Interested?
We’d love to hear from you. Apply via LinkedIn or send your CV and a brief cover letter to [emailprotected]. All enquiries will be treated in the strictest confidence.
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