Wealth Management Solicitor or Chartered Legal Executive

Wealth Management Solicitor or Chartered Legal Executive HOURS:
Flexible
CONTRACT:
Permanent
TEAM:
Private Client (Wealth Management) High Net Worth Our Wealth Management Team has built a strong reputation for advising families, including business-owners, farmers and high net worth individuals, with complex succession-planning needs.We are seeking a driven and ambitious lawyer to help us build on this reputation and to develop their own career in a supportive and busy team.What you’ll be doingWe are a team renowned for our technical expertise and dedication to providing accurate, effective and pragmatic, solutions to our clients.You will work mainly within our High-Net-Worth sub-team within Tozers’ Wealth Management Team. As part of that sub-team, you will work on client matters alongside Tozers’ Wealth Management Team Leader, with paralegal and administrative support.Your role will include advising families on the succession planning tools available to them including, wills, trusts and powers of attorney. You will also undertake the day-to-day management of complex and high value estates which require the successful application of Inheritance Tax reliefs and exemptions. This will include direct negotiations with HMRC to achieve the best results for our clients when necessary.This work will be carried out under the supervision of the team leader and senior associates within the team with the aim of working towards developing your skills in this complex area and much sought-after area of law.There will be a particular focus on assisting business owning families with the tax implications of passing their business down the generations, both generally and when crafting Wills and trusts for succession-planning.What we’re looking forWe are looking for a motivated lawyer who wants to take the next step in their career and to build their future with us.You will be as passionate as we are about delivering the highest standards of client care and will be able to work as part of the team with the aim of achieving this aim.You will be a technically skilled solicitor or Chartered Legal Executive who, may either have either recently qualified or who has some experience and is looking for their next career move. You may also have either already successfully achieved a STEP Diploma qualification or equivalent or be working towards it.What you’ll haveIdeally, you will have had some exposure to estates involving Agricultural Business Property Relief from Inheritance Tax. You will also be able to demonstrate a track record of meeting or surpassing the financial targets set for you or for your wider team and a commercial approach to the work you carry out.What we haveWe believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff, and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits below.
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