Head of Estate Planning Services

2 days ago

Kanpur, Uttar Pradesh, India beBeeLegal Full time US$ 80,000 - US$ 1,40,000

About Us

We are a multidisciplinary financial services organization specializing in estate planning, inheritance tax mitigation, and long-term wealth structuring for High Net Worth individuals.

The Opportunity

This is a senior role with the potential to shape and scale a new legal function within our business. The successful candidate will work closely with our financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.

Key Responsibilities:

  • Lead the development of our in-house legal wills and trusts offering.
  • Draft complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorney.
  • Provide technical guidance and support to financial advisers and clients.
  • Oversee compliance and risk management for legal outputs.
  • Build and manage a small, high-performing team as the service expands.
  • Maintain the highest standards of client care and confidentiality.

Requirements:

  • Full TEP Practitioner.
  • Minimum 5 years' experience in wills, trusts, and estate planning.
  • Proven ability to handle complex HNW/UHNW client cases.
  • Strong understanding of IHT, CGT, and trust taxation issues.
  • Commercially minded, collaborative, and able to operate with minimal supervision.
  • Comfortable working within a financial services environment.

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