
Head of Estate Planning Solutions
1 week ago
We are seeking a skilled Senior Estate Planning Specialist to lead the development of our in-house legal wills and trusts offering. The successful candidate will work closely with financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.
About the Role:This is a senior role with the potential to shape and scale a new legal function within our business.
Key Responsibilities:- Lead the development of our in-house legal wills and trusts service
- 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
- Full TEP Practitioner certification
- 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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SAP Real Estate Solutions Expert
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Financial Planning Solutions Expert
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Real Estate Financial Specialist
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Regional Sales Head – Eastern India
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