Candidates interested in this role will need to have gained a minimum of 3 + years post qualified experience
You will need experience and knowledge in the following area's:-
Estate and care fee planning
Wills and Will writing
Lasting Powers of Attorney
Court of Protection
Trusts and Trust Administration
Probate & Administration of Estates
Inheritance Tax planning and investments
STEP is advantageous, however if any candidates are undertaking STEP then this would be considered as the company assists in career development / studying.
Candidates need to possess a strong knowledge of wills, trusts, estates and tax issues. This is a busy, demanding role, so you must be able to prioritise your own workload. Secretarial support is provided.
