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T

Head of Private Client

The City Recruiter Group Ltd Kidderminster
55,000 to 65,000
32 - 40 hour


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    T

    Head of Private Client

    The City Recruiter Group Ltd Kidderminster
    55,000 to 65,000
    32 - 40 hour
    Status Open
    Apply now

    Apply on the employer's website


    What we ask

    Education

    No minimum education required

    What we offer

    Salary
    £55,000 to £65,000
    Hours
    32 to 40 hours per week
    Employment type
    permanent

    Job description

    The Role

    To join a busy private client department as it restructures. The successful candidate will be responsible for helping build and manage a lasting team as well as handling estate administration, will drafting, tax planning, creation & management of trusts and preparation of lasting powers of attorney.

    Main tasks

    Candidates must have knowledge of and provide advice in respect of the following:

    * Administration of deceased estates, both taxable and non-taxable

    * Drafting and preparation of both standard and complex wills, including wills that contain trusts for more complex situations, in particular, life interest trusts and discretionary trusts

    * Knowledge of IHT and CGT and how those taxes have an impact on planning for private client situations

    * Drafting and preparation of powers of attorney, LPAs, including registration of EPAs

    * Deputyship applications to the Court of Protection

    * Deeds of Variation

    * Establishment and administration of trusts

    * Supporting others in the department and working as a team

    * Liaising with existing and new clients

    * Involvement with business development activities in the firm

    Essential attributes

    * Strong team leading skills with prior experience in a similar role

    * Good drafting skills across a wide range of legal documents, placing particular importance on accuracy and attention to detail

    * Good listening and problem solving skills

    * Excellent communication skills, both in written and spoken form, and ability to communicate technical and complex subjects

    * Passion for client care and service

    * Motivated and organised

    * Be able to deal with work proactively and to work on own initiative; problem solving abilities

    * Team working skills are essential

    * Good time management and ability to meet deadlines

    * Self-motivated and genuinely interested in career progression within the firm

    * Proficient in use of IT, all MS Office, email and internet

    Firm benefits

    * 23 days holiday plus UK bank holiday; plus ex gratia days (birthday and Christmas)

    * Pension scheme (after probation period met)

    * Parking provided.

    * Sick pay

    * Discount on some legal fees (subject to qualifying conditions being met)

    ‍

    The successful candidate will be committed and with an ambition to progress to potential partnership level opportunities
    Salary description

    £55000.00 - £65000.00 per year

    Apply now

    Apply on the employer's website

    Apply now

    Apply on the employer's website


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    Kidderminster England

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