Senior Estate Planner

1 week ago


Pune, Maharashtra, India beBeeEstateplanner Full time ₹ 1,80,00,000 - ₹ 2,16,00,000
About the Opportunity

We are seeking an experienced legal professional to lead the development of our in-house wills and trusts offering.

This is a senior role with significant potential for growth and impact within our business. The successful candidate will work closely with our financial advisers and tax specialists to design effective estate planning solutions for high-net-worth clients.

Job Responsibilities
  • Develop and implement our in-house wills and trusts strategy
  • Draft complex wills, discretionary 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 high-performing team as the service expands
  • Maintain the highest standards of client care and confidentiality
Requirements
  • Full TEP Practitioner qualification
  • A minimum of 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
  • Commercial acumen and ability to operate with minimal supervision
  • Comfortable working within a financial services environment


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