Estate & Legal Advisor – Chesterfield
Seeking an experienced Estate & Legal Advisor to join our client, a dynamic company based in Chesterfield. This is an exciting opportunity for a dedicated professional to work alongside experienced tax and legal advisors, helping safeguard assets and structure wills and trusts in a tax-efficient manner.
Key Responsibilities:
- Manage a caseload of Estate projects, including drafting Wills, LPAs, Trusts, and other essential legal documents.
- Assist senior colleagues on complex Estate matters.
- Ensure accuracy and compliance with legal standards, maintaining a strong attention to detail.
- Prioritise workloads effectively, meeting deadlines while maintaining high standards.
- Provide mentorship and leadership to junior members of the team.
- Manage projects from start to completion, ensuring client satisfaction.
About You:
- Proven experience working with Trusts and Estates is essential.
- STEP qualification or equivalent experience.
- Strong organisational and influencing skills.
- Excellent attention to detail with the ability to work independently and within a team.
- Strong communication skills at all levels.
Why Join Us?
Become part of a progressive and supportive firm based in Chesterfield, where you will play a key role in securing clients’ futures and protecting their assets.
In return, you will benefit from ongoing personal and professional development, as well as an exceptional benefits package, including:
- Negotiable salary based on skills and experience.
- Flexible working hours: 7.5 hours per day between 8 am and 6 pm.
- 25 days holiday, increasing with service, plus the ability to buy up to 5 extra days per year.
- Free onsite parking.
- Easily accessible by public transport.
- Social events, including a Christmas party and summer outings.
- Enhanced maternity/paternity/adoption leave.
- Death in service (2x salary).
- And much more!
If you are ready to take the next step in your career, we would love for you to join a firm where your expertise will make a real difference.
Job Types: Full-time, Permanent
Pay: £18,509.80-£32,000.00 per year
Experience:
- Legal Secretary: 1 year (preferred)
Work Location: In person
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