Legal Advisor (Private Client)

Job Description

Our client is a well-established, genuine success story based in Warwickshire. Due to continued growth, this business is looking to appoint a Legal Advisor (Private Client) to join a thriving team, responsible for providing technical advice and support to external Estate Planning Consultants and their internal legal services team. The successful candidate will have prior experience working as either a solicitor, barrister, accountant, and/or IFA/Paraplanner within the Private Client field, so that they are able to confidently provide sound advice to their network.

You will be an integral part of a collaborative and dynamic team, within a stable, high performing company that can offer opportunities for learning, development, and future career progression.

Main Responsibilities:

• Providing technical support to the team administering estates
• Give advice around the implications of buying and selling trust and estate properties
• Consider the implications of transferring trust assets in and out of trusts
• Chairing trustees’ meetings
• All manner of trust administration, including trust tax returns, with the support of another team
• Assisting with the drafting of more complex documentation such as Deeds of Variation and Cross Option Agreements
• Handling Technical Queries from both external partners and internal teams
• Provide full Estate Planning Advice
• Provide advice on Existing Wills
• Report writing
• Ensuring that all marketing materials are up to date and current
• Assisting with the internal training of staff

Key Skills & Experience:

• Previous experience as a solicitor/barrister or holding the CILEx qualification, within private client work would be ideal for this role.
• If you are a newly qualified solicitor, your application would be welcomed.
• Accountants or IFA’s/Paraplanners or Trust Managers, with experience working within the private client field, who are looking to move in-house to a technical role rather than being ‘client facing’ would also be considered.
• Strong administration skills and attention to detail.
• Professionalism and integrity.
• Excellent communication skills with a team player ethos.
• PC literate – working knowledge of MS Outlook/Word and a basic level of MS Excel.

If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability / notice period. You can also call Joanna Middleton on 01926 699272 for a discreet and confidential discussion about the role.