Expert Estate Planner for Senior Position

9 hours ago


India beBeeEstate Full time ₹ 2,00,00,000 - ₹ 3,50,00,000

Senior Estate Planning Specialist - Head of Wills

About the Role

This is a senior position with opportunities for professional growth and development. The successful candidate will be responsible for leading the development of our in-house estate planning services, working closely with financial advisers and tax specialists to design and implement effective solutions for high-net-worth clients.

We have a proven track record in this area, having successfully completed numerous cases over the years. We are now seeking an experienced professional to take on this key role and help shape the future of our estate planning services.

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
Why Choose Us?
  • Strategic leadership role within a growing firm
  • Work alongside experienced professionals in tax, accountancy, and financial planning
  • Flexible working arrangements (remote/hybrid)
  • Competitive remuneration and performance-based incentives
  • Opportunity to shape the future of estate planning services within the firm


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