vacancy

Wealth Management Solicitor (721)

Ref: 721
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Summary:

Our client, a renowned, pioneering Law Firm, is looking to recruit a Solicitor or Chartered Legal Executive to join their Wealth Management team on a full-time, permanent basis. Based in Newton Abbot, your duties will be centered around providing technical advice to families, business-owners, farmers and high net worth individuals. You will be a technically skilled solicitor or Chartered Legal Executive who has ideally already successfully achieved a STEP Diploma qualification.

 

What will you be doing as a Wealth Management Solicitor?

  • Managing complex and high value estates, requiring the successful application of reliefs and exemptions surrounding Inheritance Tax.
  • Communicating with HMRC in order to achieve the best possible client solutions.
  • Advising business owning families about the tax implications of passing their business down through the generations, in particular with regards to Wills and Trusts.
  • Taking the opportunity to shape not only your own legal career but also the future of your team by providing input into their growth and development plan.

 

Skills/Qualifications of a Wealth Management Solicitor:

  • You should be a skilled Solicitor or Chartered Legal Executive who has either successfully achieved a STEP Diploma qualification or equivalent, or is instead working towards it.
  • You should be around 6 years qualified with sound experience in Wealth Management work.
  • You should be eager to take on a supervisory role and make yourself the first point of contact for other members of the team.
  • You should be ambitious and eager to build your future with the firm. 
  • You should possess a business development mindset with a desire to help expand and develop the firm’s client base.

 

The Benefits:

  • Flexible Working
  • 25 days holiday plus bank holidays
  • Access to a Company Pension
  • Enhanced maternity and paternity pay
  • Reduced costs of legal services
  • Eyecare vouchers

 

 

Ref: 8455

 

Recruitment Consultant: Sophia Damshenas.