Overview
In this role you join a respected regional private client team in Northampton, supporting comprehensive estate work and advisory services. You will handle estates administration end-to-end, draft wills and trusts, and provide tax guidance with a view to efficient mitigation. The role includes client instruction-taking, LPAs, and Court of Protection matters, with opportunities to develop business through the firm’s client network. You will work in a supportive culture with clear progression paths and cross-functional collaboration.
Responsibilities
- Administer estates from start to finish
- Draft, prepare and attest Wills
- Advise on Inheritance Tax, Income Tax, Capital Gains Tax and Tax Mitigation
- Draft Trust documents
- Take instructions and advise on Lasting Power of Attorney
- Draft Powers of Attorney
- Handle Court of Protection matters
- Demonstrate business development experience
Key requirements
- Proven experience in private client work
- SFE and STEP membership an advantage
- confident, friendly approach and keenness to progress
- confident and friendly demeanor
- client-focused
- ambitious for progression
- Wills and estate administration
- Tax advisory (Inheritance Tax, Capital Gains Tax, Income Tax)
- Trust drafting
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