Life Planner - 1087492

Norwich, ENG

Our Client is a profitable and professionally managed, full-service law firm.


The private client team is well established and offers a wealth of expertise across all areas. For many years, it has acted for wealthy clients with family trusts and inherited wealth, as well as private individuals, professionals, entrepreneurs and SME business owners.


Working as part of a cohesive and friendly team, a new opportunity has arisen requiring an Estate Planner with 2 years plus experience in the same/similar role. The focus of this role will be advising wealthier clients on asset protection and estate planning using tax efficiency in wills and use of trusts.


We would be delighted to hear from private client specialists experienced in:


• Advising on and preparing Wills,

• Assessing estates on potential tax liabilities,

• Estate & wealth protection measures,

• Lasting Powers of Attorney,

• Living Wills and Letters of Wishes,

• Lifetime gifts and tax issues,

• Elderly Client Advice,

• Trusts administration

• Advising trustees


This a key and pivotal role in the team providing excellent prospects. As well as managing your own cases, you will be responsible for providing support and supervision to wider team members and enjoy a client facing role.


The quality of work is excellent in a firm that nurtures a sensible approach to work/balance. As well as attractive remuneration packages including a host of benefits, the firm provides autonomy and flexibility.


Please do not hesitate to apply.