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solicitor estate planning
Hays Specialist Recruitment
Associate/Senior Associate - Private Wealth
Hays Specialist Recruitment Exeter, Devon
Your new firm A highly respected law firm is seeking a talented Associate or Senior Associate to join its thriving Private Client team in Exeter. With a reputation for delivering practical, bespoke advice to a diverse client base-including families, individuals, trustees, and private wealth advisors - this firm offers a collaborative, intellectually stimulating environment and a proven track record of nurturing legal talent. Your new role This is a unique opportunity to work across a broad spectrum of private client matters, both domestic and international. You'll advise on estate and asset protection planning, draft tax-efficient wills and trusts, and manage probate and estate administration. You'll also support clients with Powers of Attorney, Court of Protection matters, and residence and domicile planning for cross-border families and trusts.You'll play a key role in mentoring junior legal staff, contributing to marketing initiatives, and ensuring compliance with Lexcel procedures. The role offers a balance of technical challenge, client engagement, and strategic input, with scope to shape your career within a growing and well-supported team. What you'll need to succeed You'll be an experienced and qualified solicitor (or equivalent) with practise of private client work and a strong grasp of estate planning, trust creation, and tax-efficient structuring. STEP membership or progress toward qualification is highly desirable. You'll bring excellent technical skills, commercial awareness, and a proactive approach to client service and business development.The ideal candidate will confidently manage files with accuracy and efficiency, communicate clearly with clients and colleagues, and bring experience in mentoring junior staff. A strong interest in marketing and client engagement is key, alongside a commitment to service excellence and sound financial management. What you'll get in return This is a rare opportunity to join a well-established team with a supportive culture and a clear Pathway for career progression. You'll benefit from first-class training, flexible working arrangements, and exposure to high-quality work across UK and international jurisdictions.The firm offers a competitive salary, hybrid working options, and access to a structured Career Development Framework. You'll be part of a vibrant, growing department where your contributions are valued and your ambitions supported. What you need to do now If you are interested in this role or are looking for further information, please do not hesitate to contact us. Please note that we offer £500 for successful referrals, so if you have any friends or colleagues who might be keen to hear more, please do pass on my details. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Sep 04, 2025
Full time
Your new firm A highly respected law firm is seeking a talented Associate or Senior Associate to join its thriving Private Client team in Exeter. With a reputation for delivering practical, bespoke advice to a diverse client base-including families, individuals, trustees, and private wealth advisors - this firm offers a collaborative, intellectually stimulating environment and a proven track record of nurturing legal talent. Your new role This is a unique opportunity to work across a broad spectrum of private client matters, both domestic and international. You'll advise on estate and asset protection planning, draft tax-efficient wills and trusts, and manage probate and estate administration. You'll also support clients with Powers of Attorney, Court of Protection matters, and residence and domicile planning for cross-border families and trusts.You'll play a key role in mentoring junior legal staff, contributing to marketing initiatives, and ensuring compliance with Lexcel procedures. The role offers a balance of technical challenge, client engagement, and strategic input, with scope to shape your career within a growing and well-supported team. What you'll need to succeed You'll be an experienced and qualified solicitor (or equivalent) with practise of private client work and a strong grasp of estate planning, trust creation, and tax-efficient structuring. STEP membership or progress toward qualification is highly desirable. You'll bring excellent technical skills, commercial awareness, and a proactive approach to client service and business development.The ideal candidate will confidently manage files with accuracy and efficiency, communicate clearly with clients and colleagues, and bring experience in mentoring junior staff. A strong interest in marketing and client engagement is key, alongside a commitment to service excellence and sound financial management. What you'll get in return This is a rare opportunity to join a well-established team with a supportive culture and a clear Pathway for career progression. You'll benefit from first-class training, flexible working arrangements, and exposure to high-quality work across UK and international jurisdictions.The firm offers a competitive salary, hybrid working options, and access to a structured Career Development Framework. You'll be part of a vibrant, growing department where your contributions are valued and your ambitions supported. What you need to do now If you are interested in this role or are looking for further information, please do not hesitate to contact us. Please note that we offer £500 for successful referrals, so if you have any friends or colleagues who might be keen to hear more, please do pass on my details. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Hays Specialist Recruitment
Tax - NQ-2 PQE Solicitor
Hays Specialist Recruitment Taunton, Somerset
Your new firm A leading national law firm is seeking an NQ-2 PQE Solicitor to join its highly regarded Private Capital Department in Taunton, specifically within the Tax and Trusts team. With a Tier 1 Legal 500 ranking for Personal Tax, Trusts and Probate in the South West, this is a rare opportunity to build your career in a nationally respected firm. Your new role In this role, you'll manage a varied caseload of trust matters, including administration, compliance, and tax reporting. You'll advise on the establishment and structuring of UK trusts, draft trust deeds and related documentation, and provide practical guidance on trust taxation - covering income tax, capital gains tax, and inheritance tax.You'll work alongside a diverse group of experienced professionals to deliver comprehensive guidance on trust and tax matters, applying your expertise to broader planning initiatives. Your responsibilities will include overseeing key documentation and compliance processes, while offering support on issues connected to personal wealth, estate arrangements, and related legal considerations. What you'll need to succeed To succeed in this role, you'll be a qualified Solicitor, Legal Executive, or Trust Advisor with ideally 0-2 years PQE. You'll have experience managing your own caseload and working directly with clients, demonstrating a proactive, organised, and detail-oriented approach. Strong drafting skills and a collaborative mindset are essential, along with the ability to work closely with stakeholders and anticipate client needs. You'll be committed to delivering first-class service and ensuring full compliance with firm policies and procedures. What you'll get in return This is a fantastic opportunity to develop your career within a dynamic and well-established Private Capital team, recognised for its collaborative spirit and technical excellence. The role offers the chance to grow professionally in a values-led firm that places mutual respect, diversity, and personal wellbeing at the heart of its culture.This role offers a flexible working environment designed to support productivity and personal balance, making it well-suited to individuals who value balance, autonomy, and meaningful engagement. You'll benefit from a comprehensive learning and development programme, tailored to support your career journey, alongside a range of wellbeing initiatives designed to help you thrive both personally and professionally. What you need to do now Please contact Harriet Chapman at Hays Legal for further information on this opportunity. If this job isn't right for you, but you are looking for a new job, please feel free to get in touch for a confidential discussion on your career. Please note that we offer £500 for successful referrals, so if you have any friends or colleagues who might be keen to hear more, please do pass on our details. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Sep 02, 2025
Full time
Your new firm A leading national law firm is seeking an NQ-2 PQE Solicitor to join its highly regarded Private Capital Department in Taunton, specifically within the Tax and Trusts team. With a Tier 1 Legal 500 ranking for Personal Tax, Trusts and Probate in the South West, this is a rare opportunity to build your career in a nationally respected firm. Your new role In this role, you'll manage a varied caseload of trust matters, including administration, compliance, and tax reporting. You'll advise on the establishment and structuring of UK trusts, draft trust deeds and related documentation, and provide practical guidance on trust taxation - covering income tax, capital gains tax, and inheritance tax.You'll work alongside a diverse group of experienced professionals to deliver comprehensive guidance on trust and tax matters, applying your expertise to broader planning initiatives. Your responsibilities will include overseeing key documentation and compliance processes, while offering support on issues connected to personal wealth, estate arrangements, and related legal considerations. What you'll need to succeed To succeed in this role, you'll be a qualified Solicitor, Legal Executive, or Trust Advisor with ideally 0-2 years PQE. You'll have experience managing your own caseload and working directly with clients, demonstrating a proactive, organised, and detail-oriented approach. Strong drafting skills and a collaborative mindset are essential, along with the ability to work closely with stakeholders and anticipate client needs. You'll be committed to delivering first-class service and ensuring full compliance with firm policies and procedures. What you'll get in return This is a fantastic opportunity to develop your career within a dynamic and well-established Private Capital team, recognised for its collaborative spirit and technical excellence. The role offers the chance to grow professionally in a values-led firm that places mutual respect, diversity, and personal wellbeing at the heart of its culture.This role offers a flexible working environment designed to support productivity and personal balance, making it well-suited to individuals who value balance, autonomy, and meaningful engagement. You'll benefit from a comprehensive learning and development programme, tailored to support your career journey, alongside a range of wellbeing initiatives designed to help you thrive both personally and professionally. What you need to do now Please contact Harriet Chapman at Hays Legal for further information on this opportunity. If this job isn't right for you, but you are looking for a new job, please feel free to get in touch for a confidential discussion on your career. Please note that we offer £500 for successful referrals, so if you have any friends or colleagues who might be keen to hear more, please do pass on our details. We would expect a lawyer with the given PQE to have gained the level of experience required, but this does not preclude applications from those with more or less PQE. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found on our website.
Infinity Recruitment Consultancy Limited
Junior Private Client Lawyer
Infinity Recruitment Consultancy Limited Newmarket, Suffolk
We are looking for a Junior Private Client Lawyer to join our client s reputable law firm in Newmarket working 9.00am - 5.00pm Monday to Friday. This is an excellent opportunity for a newly qualified (NQ) or junior lawyer with a passion for private client work. You will be responsible for managing a variety of private client matters, including wills, probate, trusts, and estate administration, while working closely with senior colleagues to develop your skills and knowledge. Key Responsibilities: Client Advice: Assist in advising clients on a range of private client matters, including wills, probate, estate administration, lasting powers of attorney, and trusts. Drafting Documents: Prepare legal documents such as wills, powers of attorney, and trust deeds. Assist with the administration of estates, including applying for probate and managing the distribution of assets. Client Communication: Communicate effectively with clients to gather information, explain legal concepts, and ensure their needs are met with care and attention. Legal Research: Conduct research into legal issues relevant to private client matters and provide informed advice based on current legislation and case law. Supporting Senior Lawyers: Work closely with senior lawyers to assist with more complex private client cases, gaining valuable experience and contributing to the success of the team. Compliance: Ensure all work is in line with legal and regulatory standards, including data protection laws, and adhere to best practices for client confidentiality and trust management. Required Skills and Qualifications: Experience: Newly qualified (NQ) or circa 2 years post-qualification experience in private client law, with a strong understanding of wills, probate, trusts, and estate administration. Legal Knowledge: A solid foundation in private client matters, including knowledge of the Wills Act, the Administration of Estates, and relevant tax laws. Client-Focused: Excellent interpersonal skills and the ability to provide high-quality client care, handling sensitive matters with empathy and professionalism. Organisational Skills: Strong attention to detail and ability to manage a varied caseload, ensuring that deadlines are met and client expectations are exceeded. Qualifications: Qualified Solicitor, Legal Executive, or equivalent in private client law. Desirable Skills: Experience with Case Management Systems: Familiarity with legal case management systems will be an advantage. Tax and Trusts Experience: An interest or basic experience in tax planning and trust work is desirable. Communication: Strong written and verbal communication skills, with the ability to explain legal terms clearly and concisely to clients. Benefits: Salary: Up to £45,000 per annum (depending on experience). 34 days paid annual leave inclusive of bank holidays, birthday day off & Christmas shut down, contributory pension scheme, onsite parking, hybrid working, Bupa health cover, social events, ongoing training and development opportunities. Send your CV now for consideration. Infinity Recruitment Consultancy Limited acts as an employment agency for permanent, contract and temporary recruitment. By applying you will be registered as a candidate with Infinity Recruitment Consultancy Limited, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.
Sep 02, 2025
Full time
We are looking for a Junior Private Client Lawyer to join our client s reputable law firm in Newmarket working 9.00am - 5.00pm Monday to Friday. This is an excellent opportunity for a newly qualified (NQ) or junior lawyer with a passion for private client work. You will be responsible for managing a variety of private client matters, including wills, probate, trusts, and estate administration, while working closely with senior colleagues to develop your skills and knowledge. Key Responsibilities: Client Advice: Assist in advising clients on a range of private client matters, including wills, probate, estate administration, lasting powers of attorney, and trusts. Drafting Documents: Prepare legal documents such as wills, powers of attorney, and trust deeds. Assist with the administration of estates, including applying for probate and managing the distribution of assets. Client Communication: Communicate effectively with clients to gather information, explain legal concepts, and ensure their needs are met with care and attention. Legal Research: Conduct research into legal issues relevant to private client matters and provide informed advice based on current legislation and case law. Supporting Senior Lawyers: Work closely with senior lawyers to assist with more complex private client cases, gaining valuable experience and contributing to the success of the team. Compliance: Ensure all work is in line with legal and regulatory standards, including data protection laws, and adhere to best practices for client confidentiality and trust management. Required Skills and Qualifications: Experience: Newly qualified (NQ) or circa 2 years post-qualification experience in private client law, with a strong understanding of wills, probate, trusts, and estate administration. Legal Knowledge: A solid foundation in private client matters, including knowledge of the Wills Act, the Administration of Estates, and relevant tax laws. Client-Focused: Excellent interpersonal skills and the ability to provide high-quality client care, handling sensitive matters with empathy and professionalism. Organisational Skills: Strong attention to detail and ability to manage a varied caseload, ensuring that deadlines are met and client expectations are exceeded. Qualifications: Qualified Solicitor, Legal Executive, or equivalent in private client law. Desirable Skills: Experience with Case Management Systems: Familiarity with legal case management systems will be an advantage. Tax and Trusts Experience: An interest or basic experience in tax planning and trust work is desirable. Communication: Strong written and verbal communication skills, with the ability to explain legal terms clearly and concisely to clients. Benefits: Salary: Up to £45,000 per annum (depending on experience). 34 days paid annual leave inclusive of bank holidays, birthday day off & Christmas shut down, contributory pension scheme, onsite parking, hybrid working, Bupa health cover, social events, ongoing training and development opportunities. Send your CV now for consideration. Infinity Recruitment Consultancy Limited acts as an employment agency for permanent, contract and temporary recruitment. By applying you will be registered as a candidate with Infinity Recruitment Consultancy Limited, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.
Gleeson Recruitment Group
Private Client Solicitor
Gleeson Recruitment Group
Private Client Solicitor West Midlands (Regional Law Firm) Full-time Flexible working options Competitive salary + benefits We're working with a respected regional law firm to recruit a Private Client Solicitor into their established and friendly team. This is a standout opportunity for a solicitor who wants to take ownership of their work, build strong client relationships, and progress within a firm that genuinely supports long-term development. You'll manage a broad and high-quality caseload including: Wills & Probate Estate Administration Lasting Powers of Attorney Trusts and Inheritance Tax Planning Court of Protection matters (desirable) What We're Looking For: Qualified Solicitor with 2+ years' PQE in Private Client Confident communicator with a client-first approach Passionate about delivering a personal, professional service Ambitious and ready to grow in a supportive team Why This Role? The firm is genuinely committed to career development and internal progression The hiring manager is a strong advocate for mentoring the next generation A collaborative team environment with high staff retention Hybrid/flexible working options and sensible targets Competitive salary and benefits package This is a fantastic opportunity to join a values-led firm that prioritises quality service, professional development, and work-life balance. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Sep 02, 2025
Full time
Private Client Solicitor West Midlands (Regional Law Firm) Full-time Flexible working options Competitive salary + benefits We're working with a respected regional law firm to recruit a Private Client Solicitor into their established and friendly team. This is a standout opportunity for a solicitor who wants to take ownership of their work, build strong client relationships, and progress within a firm that genuinely supports long-term development. You'll manage a broad and high-quality caseload including: Wills & Probate Estate Administration Lasting Powers of Attorney Trusts and Inheritance Tax Planning Court of Protection matters (desirable) What We're Looking For: Qualified Solicitor with 2+ years' PQE in Private Client Confident communicator with a client-first approach Passionate about delivering a personal, professional service Ambitious and ready to grow in a supportive team Why This Role? The firm is genuinely committed to career development and internal progression The hiring manager is a strong advocate for mentoring the next generation A collaborative team environment with high staff retention Hybrid/flexible working options and sensible targets Competitive salary and benefits package This is a fantastic opportunity to join a values-led firm that prioritises quality service, professional development, and work-life balance. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Ortus Psr
Financial Adviser
Ortus Psr Wakefield, Yorkshire
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Wakefield. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Wakefield. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Ortus Psr
Financial Adviser
Ortus Psr Cambridge, Cambridgeshire
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Cambridge. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Cambridge. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Ortus Psr
Financial Adviser
Ortus Psr Plymouth, Devon
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Plymouth. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Plymouth. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Ortus Psr
Financial Adviser
Ortus Psr Dundee, Angus
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 02, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Dundee. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Private Client Lawyer
Law Support Ltd
We are working alongside a well-established London based law firm and they are seeking a senior solicitor/partner to join on a permanent basis. The successful candidate will join the Private Client team and be required to attend the office in London or Brighton. This is a fantastic opportunity for a dynamic senior solicitor/partner to run a varied caseload ranging from tax planning, wills and lasting powers of attorney, court of protection as well as the administration of estates and trusts. Candidates from 3 years PQE up to partner level are encouraged to apply. Applicants will be highly organised, reliable and pragmatic, with first class communication skills coupled with a positive approach. An interest in networking and business development is paramount. Please get in touch with your CV for further details.
Sep 02, 2025
Full time
We are working alongside a well-established London based law firm and they are seeking a senior solicitor/partner to join on a permanent basis. The successful candidate will join the Private Client team and be required to attend the office in London or Brighton. This is a fantastic opportunity for a dynamic senior solicitor/partner to run a varied caseload ranging from tax planning, wills and lasting powers of attorney, court of protection as well as the administration of estates and trusts. Candidates from 3 years PQE up to partner level are encouraged to apply. Applicants will be highly organised, reliable and pragmatic, with first class communication skills coupled with a positive approach. An interest in networking and business development is paramount. Please get in touch with your CV for further details.
Private Client Solicitor
Absolute Law Recruitment
Absolute Law Recruitment are seeking a Private Client Solicitor 2yrs+ PQE up to Senior level to join an exceptional Legal 500 Law Firm in London. You will provide high quality legal advice on the full range of private client matters whilst acting as a trusted advisor to clients. The role requires the delivery of technically excellent advice with the ability to guide clients on long-term strategic planning, alongside changing economic and political environments. Upholding the highest level of client service at all times is essential. A detailed understanding of the legal intricacies of the following areas are required: Tax and trust Work Business succession planning Capital Gains Tax ( CGT ) advice Estate and succession planning Farm/agricultural property succession planning Inheritance Tax ( IHT ) planning All aspects of preparing Wills Post-death variations Trust creation and trust administration Trust tax and estate administration and tax compliance Person specification Ambitious and focused on developing a successful career to partner level Able to manage, motivate and mentor junior team members Desire to develop existing expertise, experience and skills with training, direction and appropriate supervision Effective time management and organisational skills and the initiative to work independently but also as part of a team Able to communicate and engage at all levels both internally and externally with clients and professional advisors Able to negotiate with and influence others Flexible, adaptable and positive attitude to work Able to identify priorities within a complex and demanding workload and sustain consistent quality performance when under pressure Analytical and problem-solving skills Confident in own abilities and self-motivated Friendly and approachable Displays a genuine commitment to the delivery of outstanding client service. The salary on offer will reflect PQE experience along with exceptional benefits. To join this exceptional Firm, and to discuss further, please apply today.
Sep 02, 2025
Full time
Absolute Law Recruitment are seeking a Private Client Solicitor 2yrs+ PQE up to Senior level to join an exceptional Legal 500 Law Firm in London. You will provide high quality legal advice on the full range of private client matters whilst acting as a trusted advisor to clients. The role requires the delivery of technically excellent advice with the ability to guide clients on long-term strategic planning, alongside changing economic and political environments. Upholding the highest level of client service at all times is essential. A detailed understanding of the legal intricacies of the following areas are required: Tax and trust Work Business succession planning Capital Gains Tax ( CGT ) advice Estate and succession planning Farm/agricultural property succession planning Inheritance Tax ( IHT ) planning All aspects of preparing Wills Post-death variations Trust creation and trust administration Trust tax and estate administration and tax compliance Person specification Ambitious and focused on developing a successful career to partner level Able to manage, motivate and mentor junior team members Desire to develop existing expertise, experience and skills with training, direction and appropriate supervision Effective time management and organisational skills and the initiative to work independently but also as part of a team Able to communicate and engage at all levels both internally and externally with clients and professional advisors Able to negotiate with and influence others Flexible, adaptable and positive attitude to work Able to identify priorities within a complex and demanding workload and sustain consistent quality performance when under pressure Analytical and problem-solving skills Confident in own abilities and self-motivated Friendly and approachable Displays a genuine commitment to the delivery of outstanding client service. The salary on offer will reflect PQE experience along with exceptional benefits. To join this exceptional Firm, and to discuss further, please apply today.
Ortus Psr
Financial Adviser
Ortus Psr Warrington, Cheshire
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Warrington. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Sep 01, 2025
Full time
We're partnered with one of the UK's most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Warrington. If you're driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the backing of a national brand that invests heavily in its advisers' success. You'll have the freedom to focus on winning and growing client relationships, with full paraplanning, administrative, and lead generation support behind you. What's in it for you? Validation is 1.2x basic with 25% bonus thereafter Full paraplanning and admin support so you can focus on clients Centrally generated leads and business development resources Sponsorship towards Chartered status Potential to inherit clients once growth is proven Work with a firm with the scale, brand, and infrastructure to help you achieve your full potential Your focus will be: Building and expanding your own client portfolio through networking, referrals, and professional connections Delivering seminars and events to attract new clients Forming strategic partnerships with solicitors, accountants, and other introducers Providing first-class financial planning across pensions, investments, protection, and estate planning What we're looking for: Diploma qualified (Level 4) with CAS and SPS Proven ability in winning new clients and growing revenue Entrepreneurial mindset with a desire to take your career to the next level Strong communication skills and a passion for delivering outstanding client service If you're ready to accelerate your earnings, grow your client base, and work with a firm that rewards success, apply now.
Hunter Dunning Limited
Block Manager
Hunter Dunning Limited
Block Manager Job in NW London Block Manager job available with a privately held property management business with an extensive residential and mixed-use portfolio valued in excess of 600M across London and the South East. This is a new opening for an experienced Block Manager to join the team and oversee the current portfolio which includes a new build 9-storey building in North London. Offering a salary of up to 50,000. A well-established property management company based in North West London, this firm oversees a substantial portfolio of residential and commercial assets valued at over 600 million. With a team of around 50 professionals, including property managers, surveyors, legal specialists, and finance staff, they provide a full-service management offering tailored to both private landlords and investment clients. Known for their hands-on approach and in-house expertise, they manage everything from day-to-day maintenance and compliance to strategic asset planning. Their longstanding presence in the sector and diverse portfolio across London and the South East reflect a stable, experienced operation with a broad understanding of the local market. Role & Responsibilities Managing reactive maintenance issues, including site visits, liaising with contractors, raising purchase orders, and updating lessees Responding to leaseholder and tenant queries, including those from externally managed blocks Handling queries related to alterations, sub-letting, lease variations, and derogations, appointing solicitors where necessary and overseeing the process Managing breaches of lease and liaising with the legal department when required Administering the Section 20 process: issuing notices, appointing surveyors, collecting funds, and managing works through to completion Ensuring compliance obligations are met by arranging necessary inspections and reports for the in-house managed portfolio Assisting with arrears management across both in-house and externally managed properties Supporting the preparation of annual service charge budgets for in-house managed properties Liaising with managing agents, lessees, and landlords to review budgets, service charge demands, and approve expenditure where appropriate Handling insurance-related queries and, when applicable, managing claims and overseeing associated works. Required Skills & Experience Proven experience in a similar role as a Block Manager MTPI qualified or on track to achieve the qualification Experience with Section 20 processes and completing LPE1's Strong communication skills and ability to communicate with a variety of leaseholders Full UK driving licence and own car. What you get back Salary of 40,000 - 50,000 20 days annual leave plus bank holidays Mileage and travel reimbursement. Apply If you meet the criteria above, send us your CV and portfolio. We receive a large number of applications so if you do not hear back within 7 days consider your application unsuccessful this time. We will keep a copy of your details on file for future vacancies. In accordance with GDPR, by applying for this position you give us your consent to process your data in-line with our Privacy and Data Protection Policies which can be read on the privacy policy page on our website. Referral Did you know we run a referral scheme? We pay a 1000 referral bonus if you introduce us to anyone who we then successfully place in a new job role. Just send us their information and we'll do the rest. Terms: A candidate is deemed to have been successfully placed once they have started a new job as a result of an introduction made by Hunter Dunning and when they've successfully completed the probation period. See website for full terms & conditions. Block Management Job in NW London - Your Property Recruitment Specialists (Job Ref: 15366)
Sep 01, 2025
Full time
Block Manager Job in NW London Block Manager job available with a privately held property management business with an extensive residential and mixed-use portfolio valued in excess of 600M across London and the South East. This is a new opening for an experienced Block Manager to join the team and oversee the current portfolio which includes a new build 9-storey building in North London. Offering a salary of up to 50,000. A well-established property management company based in North West London, this firm oversees a substantial portfolio of residential and commercial assets valued at over 600 million. With a team of around 50 professionals, including property managers, surveyors, legal specialists, and finance staff, they provide a full-service management offering tailored to both private landlords and investment clients. Known for their hands-on approach and in-house expertise, they manage everything from day-to-day maintenance and compliance to strategic asset planning. Their longstanding presence in the sector and diverse portfolio across London and the South East reflect a stable, experienced operation with a broad understanding of the local market. Role & Responsibilities Managing reactive maintenance issues, including site visits, liaising with contractors, raising purchase orders, and updating lessees Responding to leaseholder and tenant queries, including those from externally managed blocks Handling queries related to alterations, sub-letting, lease variations, and derogations, appointing solicitors where necessary and overseeing the process Managing breaches of lease and liaising with the legal department when required Administering the Section 20 process: issuing notices, appointing surveyors, collecting funds, and managing works through to completion Ensuring compliance obligations are met by arranging necessary inspections and reports for the in-house managed portfolio Assisting with arrears management across both in-house and externally managed properties Supporting the preparation of annual service charge budgets for in-house managed properties Liaising with managing agents, lessees, and landlords to review budgets, service charge demands, and approve expenditure where appropriate Handling insurance-related queries and, when applicable, managing claims and overseeing associated works. Required Skills & Experience Proven experience in a similar role as a Block Manager MTPI qualified or on track to achieve the qualification Experience with Section 20 processes and completing LPE1's Strong communication skills and ability to communicate with a variety of leaseholders Full UK driving licence and own car. What you get back Salary of 40,000 - 50,000 20 days annual leave plus bank holidays Mileage and travel reimbursement. Apply If you meet the criteria above, send us your CV and portfolio. We receive a large number of applications so if you do not hear back within 7 days consider your application unsuccessful this time. We will keep a copy of your details on file for future vacancies. In accordance with GDPR, by applying for this position you give us your consent to process your data in-line with our Privacy and Data Protection Policies which can be read on the privacy policy page on our website. Referral Did you know we run a referral scheme? We pay a 1000 referral bonus if you introduce us to anyone who we then successfully place in a new job role. Just send us their information and we'll do the rest. Terms: A candidate is deemed to have been successfully placed once they have started a new job as a result of an introduction made by Hunter Dunning and when they've successfully completed the probation period. See website for full terms & conditions. Block Management Job in NW London - Your Property Recruitment Specialists (Job Ref: 15366)
Office Angels
Wills and Probate Fee Earner
Office Angels Market Harborough, Leicestershire
Location: Market Harborough Team Size: Small, collaborative team Salary: Competitive, based on experience About the Role: We are seeking an experienced and motivated Wills and Probate Fee Earner to join our friendly and supportive team in Market Harborough. You will manage your own caseload of private client matters, providing high-quality legal services with a personal touch. Key Responsibilities: Drafting wills, trusts, and lasting powers of attorney (LPAs) Advising clients on estate planning and inheritance tax Handling the full probate process from initial instruction to estate distribution Managing a varied caseload independently with minimal supervision Liaising with clients, beneficiaries, and third parties in a professional and empathetic manner Ensuring compliance with all regulatory and firm policies Requirements: Qualified Solicitor, Chartered Legal Executive, or experienced non-qualified fee earner Minimum 2 years' experience in wills and probate Strong technical knowledge of private client law Excellent communication and client care skills Ability to work independently and as part of a small team Proficient in case management systems and Microsoft Office What We Offer: Flexible working days (any 3 days per week) Supportive and close-knit team environment Modern office in a central Hinckley location Opportunities for continued professional development Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 01, 2025
Full time
Location: Market Harborough Team Size: Small, collaborative team Salary: Competitive, based on experience About the Role: We are seeking an experienced and motivated Wills and Probate Fee Earner to join our friendly and supportive team in Market Harborough. You will manage your own caseload of private client matters, providing high-quality legal services with a personal touch. Key Responsibilities: Drafting wills, trusts, and lasting powers of attorney (LPAs) Advising clients on estate planning and inheritance tax Handling the full probate process from initial instruction to estate distribution Managing a varied caseload independently with minimal supervision Liaising with clients, beneficiaries, and third parties in a professional and empathetic manner Ensuring compliance with all regulatory and firm policies Requirements: Qualified Solicitor, Chartered Legal Executive, or experienced non-qualified fee earner Minimum 2 years' experience in wills and probate Strong technical knowledge of private client law Excellent communication and client care skills Ability to work independently and as part of a small team Proficient in case management systems and Microsoft Office What We Offer: Flexible working days (any 3 days per week) Supportive and close-knit team environment Modern office in a central Hinckley location Opportunities for continued professional development Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Purely Recruitment Solutions
Associate Solicitor, Tax and Trusts Specialist
Purely Recruitment Solutions Devizes, Wiltshire
Associate Solicitor, Tax and Trusts Specialist Devizes Full Time Salary is dependent on experience We are currently recruiting for an Associate Solicitor, Tax and Trusts Specialist to join our client based in their Devizes office. Specific Roles and Responsibilities: Specific Areas of Law : You will be required to develop, conduct and deliver your own workload across the following areas of expertise within the team: Tax and Tax efficient Wills Probate and estate administration LPAs Life Time Tax Planning Court of Protection IPFD Claims Trusts File Management: You will be responsible for the maintenance of WIP at or below target level. You will be responsible for the maintenance of Debtors at or below target level. All filing is to be kept up to date and in order, in compliance with the Lexcel practice management standards. You will be responsible for maintaining your section of the diary of key events. Targets: Client Development and Marketing: To be active in promoting the services of the firm and the ALE (Agriculture and Landed Estates) team, its image and ethos (in liaison with the Team Leader) through local marketing activities e.g. forums, trade groups, professional bodies etc. Management: Supervision of a secretary. Potential supervision of a trainee. Providing input and direction to the Partners as required concerning the management of the team. Person Specification: Experience and knowledge: 5-7 years post qualification experience In depth experience and understanding of Inheritance Tax and Capital Gains Tax planning in the context of individuals and trusts with emphasis on family businesses, landed estates and farming enterprises and knowledge of other taxes relevant to these areas (other than VAT) and keen interest in expanding experience and knowledge in these areas. In depth understanding of the use of trusts and settlements within tax planning and asset protection Ability to draft related bespoke documents and a significant enjoyment of this aspect of the work An 'expert' in matters of tax efficiency and planning and the use of trusts, and a real passion to work in this area of the law. Experience of managing own work load effectively, particularly in a pressurised environment Strong organisational skills Flexible approach to work Excellent written and verbal communication skills Ability to demonstrate commitment to high quality and a customer service focus Ability to travel to, clients etc Strong ICT skills. Need experience of Agriculture and Landed Estates Professional Qualifications: At least a degree of 2:1 or evidence of a similar ability Recognised professional qualification as a Solicitor entitling the role-holder to practice in England & Wales. Current practising certificate (or entitlement to obtain one) from the Law Society Evidence of continuing professional development in the areas of expertise outlined above. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Sep 01, 2025
Full time
Associate Solicitor, Tax and Trusts Specialist Devizes Full Time Salary is dependent on experience We are currently recruiting for an Associate Solicitor, Tax and Trusts Specialist to join our client based in their Devizes office. Specific Roles and Responsibilities: Specific Areas of Law : You will be required to develop, conduct and deliver your own workload across the following areas of expertise within the team: Tax and Tax efficient Wills Probate and estate administration LPAs Life Time Tax Planning Court of Protection IPFD Claims Trusts File Management: You will be responsible for the maintenance of WIP at or below target level. You will be responsible for the maintenance of Debtors at or below target level. All filing is to be kept up to date and in order, in compliance with the Lexcel practice management standards. You will be responsible for maintaining your section of the diary of key events. Targets: Client Development and Marketing: To be active in promoting the services of the firm and the ALE (Agriculture and Landed Estates) team, its image and ethos (in liaison with the Team Leader) through local marketing activities e.g. forums, trade groups, professional bodies etc. Management: Supervision of a secretary. Potential supervision of a trainee. Providing input and direction to the Partners as required concerning the management of the team. Person Specification: Experience and knowledge: 5-7 years post qualification experience In depth experience and understanding of Inheritance Tax and Capital Gains Tax planning in the context of individuals and trusts with emphasis on family businesses, landed estates and farming enterprises and knowledge of other taxes relevant to these areas (other than VAT) and keen interest in expanding experience and knowledge in these areas. In depth understanding of the use of trusts and settlements within tax planning and asset protection Ability to draft related bespoke documents and a significant enjoyment of this aspect of the work An 'expert' in matters of tax efficiency and planning and the use of trusts, and a real passion to work in this area of the law. Experience of managing own work load effectively, particularly in a pressurised environment Strong organisational skills Flexible approach to work Excellent written and verbal communication skills Ability to demonstrate commitment to high quality and a customer service focus Ability to travel to, clients etc Strong ICT skills. Need experience of Agriculture and Landed Estates Professional Qualifications: At least a degree of 2:1 or evidence of a similar ability Recognised professional qualification as a Solicitor entitling the role-holder to practice in England & Wales. Current practising certificate (or entitlement to obtain one) from the Law Society Evidence of continuing professional development in the areas of expertise outlined above. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
i2i Recruitment Consultancy
Trainee Mortgage Advisor
i2i Recruitment Consultancy Gloucester, Gloucestershire
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Sep 01, 2025
Full time
What's in it for you? Training & Development Career Progression Support for Qualifications Bonus Opportunities Competitive Holiday Allowance Free Parking Work with a Reputable Team Must-haves: Strong planning and organisational skills. Excellent communication skills and a desire to be in a sales-based role in the future. Reliable, committed, and proactive approach to work. Comfortable with data entry and general administration duties. Either minimum CeMAP 1 or currently studying for CeMAP. Nice-to-haves: Previous experience in financial services or administration. Exposure to customer liaison with lenders, solicitors, or providers. Experience handling incoming calls, emails, and correspondence efficiently. Interest in Mortgage & Protection products. About: This is an incredibly rare and unique opportunity to join one of our best clients in their training academy programme. You'll start your career within the financial services administration team, learning the ropes and back-office elements to the industry, then progressing into an adviser once you're ready. My client is one of the busiest and more reputable estate agents in the southwest, and for the right person could offer a successful, progressive and lucrative career. Interested? Send your most up-to-date CV to Fran at i2i recruitment today! Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
Private Client Solicitor - Remote
Clear IT Recruitment
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Sep 01, 2025
Full time
My client is recruiting for experienced Private Client Solicitors, Legal Executives or Paralegals to join their team on a fully remote basis. My clients award-winning firm stands apart from other practices; they are incredibly entrepreneurial, creative and offer great flexibility to their staff. They have a family friendly feel throughout the practice, they invest heavily in their staff and due to continued growth; they can offer strong prospects. They have acquired several businesses over recent years which have enabled them to become one of the UKs largest probate providers. Due to this unparalleled growth, they are able to provide a fast-track route for fee-earners to become Salaried Directors within three years, just by hitting your target in 3 non consecutive years. Their approach to business and their clients has put them ahead of competitors. They have core values that define who they are, how they operate and the services they offer. Their success is down to their people and the strong relationship they have built with their clients. The team Due to expansion they are recruiting for an experienced and highly skilled Private Client Lawyer to join the department. Everyone works in a cohesive environment but with the autonomy to run and develop their caseload and build client relationships. Many lawyers within the team are STEP members but everyone shares their expertise, knowledge and experience to support one another. The role You will take on an already existing case load of varied Private Client work which will consist of Wills, Probate, Administration of Estates, LPA s, Inheritance Tax Planning and Trusts. There is plenty of opportunity to grow and develop the work and you will be encouraged and given the independence to build relationships with other departments and external referrers. You will also be given the option to be actively involved with supporting and mentoring junior members of the department. Salary and Benefits • Fully remote working • Bonus scheme • Opportunity for quarterly and annual salary increases through our employee incentive scheme • Company pension scheme • Death in service benefit • Exclusive employee discounts • SMART health program • Significant career progression opportunities, including STEP certification and potential advancement to Director level Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Private Client Lawyer
Edwards Legal Recruitment LP Fareham, Hampshire
Are you a Private Client Solicitor, CILEX or Fee Earning Paralegal? Our client is a 4 office high street practice based in West Sussex and Hampshire offering a range of legal services to its clients which includes Private Client, Property, Commercial law, Family law and Litigation advice. You will be joining a team of 6 lawyers spread across 4 different offices in the Wills Trusts & Estates team. Individuals will be dealing with an existing workload as well as playing a key role managing/supervising more junior member of the team. A wide breadth of experience will be considered including Probate & Estate matters, Wills & LPAs, Trusts, and ability to advise on Tax planning issues. You should be IT literate and be confident working with Case Management systems. This role would suit either an experienced FILEX or Solicitor (3yrs+ PQE) or perhaps a more junior fee earning Paralegal/lawyer (trainee SQE) able to draft Wills, LPAs and/or deal with Probate & Estate matters. Position offers the flexibility to be based at any of the firms high street offices along the West Sussex/Hampshire coast. A generous salary, WFH (2 days), 25 days annual leave entitlement, free parking and private medical insurance are just a few staff benefits on offer. An experienced Private Client Locum will also be considered in the interim (to start from April 2025)
Sep 01, 2025
Full time
Are you a Private Client Solicitor, CILEX or Fee Earning Paralegal? Our client is a 4 office high street practice based in West Sussex and Hampshire offering a range of legal services to its clients which includes Private Client, Property, Commercial law, Family law and Litigation advice. You will be joining a team of 6 lawyers spread across 4 different offices in the Wills Trusts & Estates team. Individuals will be dealing with an existing workload as well as playing a key role managing/supervising more junior member of the team. A wide breadth of experience will be considered including Probate & Estate matters, Wills & LPAs, Trusts, and ability to advise on Tax planning issues. You should be IT literate and be confident working with Case Management systems. This role would suit either an experienced FILEX or Solicitor (3yrs+ PQE) or perhaps a more junior fee earning Paralegal/lawyer (trainee SQE) able to draft Wills, LPAs and/or deal with Probate & Estate matters. Position offers the flexibility to be based at any of the firms high street offices along the West Sussex/Hampshire coast. A generous salary, WFH (2 days), 25 days annual leave entitlement, free parking and private medical insurance are just a few staff benefits on offer. An experienced Private Client Locum will also be considered in the interim (to start from April 2025)
Ideal Personnel & Recruitment Solutions Limited
Private Client Solicitor
Ideal Personnel & Recruitment Solutions Limited Bletchley, Buckinghamshire
Our client has a vacancy for a Private Client Solicitor. This is a fantastic opportunity to be exposed to a large portfolio of business-owning clients and HNW private clients. The ability to provide an efficient and business like service is key to their clients who are often still working or have recently sold significant business assets. Key Responsibilities Core Wills and Probate work Estate Planning Exit Planning for owner-managed businesses Trusts Qualifications You must be at least 5 years PQE Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Sep 01, 2025
Full time
Our client has a vacancy for a Private Client Solicitor. This is a fantastic opportunity to be exposed to a large portfolio of business-owning clients and HNW private clients. The ability to provide an efficient and business like service is key to their clients who are often still working or have recently sold significant business assets. Key Responsibilities Core Wills and Probate work Estate Planning Exit Planning for owner-managed businesses Trusts Qualifications You must be at least 5 years PQE Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Michael Page
Private Client Paralegal
Michael Page Inverness, Highland
Our client is looking for a Private Client Paralegal in Inverness Client Details A leading law firm Description Drafting wills, powers of attorney, and basic trust documentation Assisting in the administration of estates, including preparing inventory, confirmation (Scottish probate), and inheritance tax forms Liaising with clients, beneficiaries, executors, and other professionals Preparing and submitting applications for guardianship and intervention orders Conducting legal research and staying up to date with relevant Scottish legislation and case law Assisting with inheritance tax planning and asset protection strategies Maintaining accurate case files and ensuring compliance with Law Society of Scotland and internal protocols Supporting solicitors in client meetings and taking notes as required Handling client communications in a professional, empathetic, and timely manner Ensuring confidentiality and data protection compliance at all times Profile Minimum 1-2 years of experience in a private client role within a Scottish legal setting Sound understanding of Scottish succession law and executry procedures Excellent written and verbal communication skills Strong attention to detail and ability to manage multiple files efficiently High level of discretion and empathy when dealing with clients in sensitive situations Proficient in case management systems and Microsoft Office Job Offer A competitive salary and great benefits!
Sep 01, 2025
Full time
Our client is looking for a Private Client Paralegal in Inverness Client Details A leading law firm Description Drafting wills, powers of attorney, and basic trust documentation Assisting in the administration of estates, including preparing inventory, confirmation (Scottish probate), and inheritance tax forms Liaising with clients, beneficiaries, executors, and other professionals Preparing and submitting applications for guardianship and intervention orders Conducting legal research and staying up to date with relevant Scottish legislation and case law Assisting with inheritance tax planning and asset protection strategies Maintaining accurate case files and ensuring compliance with Law Society of Scotland and internal protocols Supporting solicitors in client meetings and taking notes as required Handling client communications in a professional, empathetic, and timely manner Ensuring confidentiality and data protection compliance at all times Profile Minimum 1-2 years of experience in a private client role within a Scottish legal setting Sound understanding of Scottish succession law and executry procedures Excellent written and verbal communication skills Strong attention to detail and ability to manage multiple files efficiently High level of discretion and empathy when dealing with clients in sensitive situations Proficient in case management systems and Microsoft Office Job Offer A competitive salary and great benefits!
Private Client Solicitor
Talk Staff Group Limited City, Sheffield
We are delighted to be recruiting on behalf of our growing client, a leading regional law firm with a reputation for exceptional client service and a supportive, forward-thinking culture. Our client is seeking a talented and personable Private Client Solicitor to join their well-regarded team. This role offers a fantastic opportunity to handle high-quality work, build long-term relationships with clients, and develop your expertise in a collaborative environment. The firm can be described as progressive and client-centric, committed to making the legal process straightforward and supportive. Their Private Client team is known for its compassionate approach, technical excellence, and ability to deliver bespoke solutions, whether assisting high-net-worth individuals, business owners, or vulnerable clients. This is a key appointment for someone with solid experience in Private Client matters, particularly Trusts and Complex Estates, Inheritance Tax Planning, and Court of Protection work. You ll be joining a vibrant team that shares knowledge across multiple offices and enjoys a strong reputation both regionally and nationally. To be considered for the role, you ll require the following essentials: A qualified Solicitor or Lawyer with knowledge and experience within Private Client law, with a strong focus on estate administration and trusts Strong expertise in estate administration and working with elderly or vulnerable clients STEP/SFE membership (or willingness to work towards it) Excellent interpersonal and communication skills A proactive, thoughtful approach with a genuine interest in client care and long-term planning Within this position, you ll also be: Managing a varied caseload of trusts, estates, wills, probate, powers of attorney, and succession planning Handling complex estate administrations, including those involving agricultural or business assets Advising on tax efficiency, capacity issues, and drafting key legal documents (e.g. deeds of variation, declarations of trust) Supporting and mentoring junior colleagues Collaborating across the firm on lifetime planning matters Engaging in business development and client relationship-building initiatives Salary This role attracts a salary between £40,000 - £68,000pa depending on experience. Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support. Talk Staff Recruitment act as a Recruitment Agency in relation to this vacancy. See our website for more details and jobs available - (url removed)
Sep 01, 2025
Full time
We are delighted to be recruiting on behalf of our growing client, a leading regional law firm with a reputation for exceptional client service and a supportive, forward-thinking culture. Our client is seeking a talented and personable Private Client Solicitor to join their well-regarded team. This role offers a fantastic opportunity to handle high-quality work, build long-term relationships with clients, and develop your expertise in a collaborative environment. The firm can be described as progressive and client-centric, committed to making the legal process straightforward and supportive. Their Private Client team is known for its compassionate approach, technical excellence, and ability to deliver bespoke solutions, whether assisting high-net-worth individuals, business owners, or vulnerable clients. This is a key appointment for someone with solid experience in Private Client matters, particularly Trusts and Complex Estates, Inheritance Tax Planning, and Court of Protection work. You ll be joining a vibrant team that shares knowledge across multiple offices and enjoys a strong reputation both regionally and nationally. To be considered for the role, you ll require the following essentials: A qualified Solicitor or Lawyer with knowledge and experience within Private Client law, with a strong focus on estate administration and trusts Strong expertise in estate administration and working with elderly or vulnerable clients STEP/SFE membership (or willingness to work towards it) Excellent interpersonal and communication skills A proactive, thoughtful approach with a genuine interest in client care and long-term planning Within this position, you ll also be: Managing a varied caseload of trusts, estates, wills, probate, powers of attorney, and succession planning Handling complex estate administrations, including those involving agricultural or business assets Advising on tax efficiency, capacity issues, and drafting key legal documents (e.g. deeds of variation, declarations of trust) Supporting and mentoring junior colleagues Collaborating across the firm on lifetime planning matters Engaging in business development and client relationship-building initiatives Salary This role attracts a salary between £40,000 - £68,000pa depending on experience. Talk Staff Recruitment is an established division of Talk Staff Group and works with companies throughout the East Midlands and UK with roles including many areas such as: Accountancy & Finance, Human Resources, Marketing, Contact Centre and Office Support. Talk Staff Recruitment act as a Recruitment Agency in relation to this vacancy. See our website for more details and jobs available - (url removed)

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