Overview
Junior Estate Planning Advisor Jobs in Old Milverton, England, UK at Brellis Recruitment
Location: Old Milverton
Junior Estate Planning Advisor
Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.
Leamington Spa
Are you looking to develop your career in estate planning while expanding your technical expertise?
We are seeking a highly motivated and enthusiastic Junior Estate Planning Advisor to join our Estate Planning Team. This is a fantastic opportunity to work alongside experienced private client practitioners, deepen your knowledge, and gain
hands-on experience
in a wide variety of estate planning areas. If you love research and have the confidence to advise a variety of Professionals read on.
About the Role:
In this varied and
dynamic
role, you will support professionals, clients, and in-house teams with a wide range of estate planning matters, including wills, trusts, taxation, and estate administration. With over 2,000 consultants nationwide relying on our technical expertise, your day-to-day responsibilities will include:
Providing technical support to external partners and in-house teams.
Advising on estate planning documentation, trust management, and the implications of buying and selling trust and estate assets.
Acting as a professional trustee, chairing trustee meetings, and directly advising clients.
Assisting with the drafting and review of complex legal documents, including Deeds of Variation and Trusts of Land.
Delivering training courses to external partners on estate planning basics.
Conducting research to provide insights on trust law and practical applications.
Why Join Us?
Our Estate Planning Team offers:
Access to regular
training and development
opportunities.
Scheduled research time to consolidate and grow your knowledge.
Exposure to a broad range of estate planning topics, including trusts, probate, taxation, and more.
The chance to collaborate with highly skilled professionals and make a tangible difference to clients.
What We’re Looking For:
To succeed in this role, you’ll need:
Excellent
communication
, organisational, and administrative skills.
High levels of
attention to detail
and the ability to adapt to new processes quickly.
A motivated, enthusiastic approach to learning and
problem-solving
.
A
team-oriented
mindset, combined with the initiative to take ownership of your work.
Proficiency in Microsoft Office.
Most importantly, we value curiosity and a willingness to learn-don’t be afraid to ask questions. That’s how we all grow!
How to Apply:
If you’re ready to embark on a rewarding career in estate planning and want to join a team committed to
technical excellence
and
professional development
, we’d love to hear from you.
Start your journey
today and make a meaningful impact on our clients and their legacies!
INDH
Title: Junior Estate Planning Advisor
Company: Brellis Recruitment
Location: Old Milverton, England, UK
Category: Law/Legal, Real Estate/Property
