Private client solicitor Work, Jobs in Epping, Ess (with Salaries)

Private Client Solicitor
Octopus Legacy —London
- Hybrid work
- Communication skills
- Tax experience
- Employee discount
- Life insurance
Quick apply
Private Client Associate
Buckles Solicitors LLP —London
- Hybrid work
- Microsoft Office
- Business development
- Travel
- Annual leave
Private Client Associate
Buckles Solicitors —London
- Hybrid work
- Microsoft Office
- Business development
- Travel
- Annual leave
Private Client Solicitor - Probate
Octopus Legacy —London
- Hybrid work
- Communication skills
- Employee discount
- Life insurance
Quick apply
Private Client Solicitor (Director)
Duncan Lewis —London
- Microsoft Office
- Analysis skills
- Supervising experience
Private Client Senior Associate / Partner
Enable —London
- £80,000 - £95,000 a year
- Full-time
- Hybrid work
- Supervising experience
- Bachelor's degree
- Mentoring
Quick apply
Family Office & Private Client Senior Solicitor
KPMG —London
- Full-time
- Business development
- Team management
- Communication skills
Criminal Litigation Solicitor
Chancery Court Tax Chambers —London
- £80,000 - £130,000 a year
- Full-time
- English
- Analysis skills
- Bachelor's degree
Quick apply
Senior Family Solicitor | Private Client | (U)HNW Matrimonial Finance
Lex Exec —London
- Hybrid work
4d
Immigration Solicitor
Magpie Recruitment —London
- Full-time
- Supervising experience
- Mentoring
- Communication skills
- Annual leave
Quick apply
4d
Associate Solicitor - Real Estate
Horwich Farrelly Solicitors —London
- Banking
- Annual leave
- Employee assistance programme
Senior Commercial Counsel
Kaluza —London
- £120,000 - £140,000 a year
- Full-time
- Hybrid work
- Employee discount
Quick apply
Solicitor
Slater Gordon —London
- Full-time
- Organisational skills
- Communication skills
- Time management
- Employee assistance programme
- Employee discount
6d
Associate - Tax
Freshfields —London
- Business development
- Communication skills
- Tax experience
Charity & Social Enterprise Associate
Bates Wells —London
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Negotiation
Quick apply
Associate - Private Client Offshore (3-5 PQE)
Wedlake Bell —London
- Full-time
- Hybrid work
- English
- Annual leave
- Employee assistance programme
Probate Lawyer - Private Client
Holmes and Hills LLP —Braintree
- Part-time
- Tax experience
- Employee assistance programme
- Life insurance
WBD InHouse Consultants
Womble Bond Dickinson —London
- Full-time
- Hybrid work
- Hospitality
Family & Children Solicitor (x3)
Duncan Lewis —London
- £42,500 - £52,000 a year
- Childcare
- Microsoft Office
- Business development
Solicitor
Ellis Jones Solicitors —London
- Leadership
- Gym membership
- Flexible schedule
14h

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Private Client Solicitor

Octopus Legacy -
London

Quick apply

Job details

Benefits

Cycle to work scheme
Company pension
Employee discount
Life insurance

Qualifications

Legal drafting
Estate planning
Communication skills
Tax experience

Full job description

The Company

We're Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK's most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.

We're on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.

But we can't do it alone, and that's why we're assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

We are seeking a dedicated Private Client Solicitor to join our growing team. You will be responsible for crafting bespoke wills, providing IHT guidance, and advising on, establishing and administering trusts for clients who require tailored solutions that accurately reflect their wishes regarding the distribution of their assets. This role involves working closely with clients to understand their unique circumstances, including complex family structures, business ownership, and other considerations.

You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Your expertise in trusts will allow you to provide strategic advice on wealth preservation, inheritance tax planning, and asset protection. Experience in probate and estate administration is a plus.

Key Responsibilities:

Engage with clients to understand their estate planning needs and objectives.
Analyse complex family and financial situations to determine appropriate estate planning and trust strategies.
Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances.
Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements.
Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency.
Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law.
Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients.
Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors' intentions.
Maintain confidentiality and discretion when handling sensitive client information.
Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery.

Who Are You?

Solicitor with a minimum of 3+ years PQE
Experience in drafting and advising on complex wills, trusts, and estate structures
Experience in trust administration
Full TEP membership (preferable)
Excellent verbal and written communication skills
Confidence and passion to develop our offerings in this area
Ability to explain complex legal concepts in a clear and understandable manner
High levels of compassion, discretion, and care
Strong active listening skills to understand clients' unique needs
Ability to thrive in a dynamic and fast-paced start-up environment

Our Mission

When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, and recipes. Shape a legacy that connects you while you're here. And after you're gone.

Founded by Sam after his mum died suddenly, we're a group of people who work in death because we've been affected by it. We know the difference a good plan makes, and what it's like when there isn't one.

Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We're here to make that world happen.

Benefits:

Octopus share incentive scheme.
Hybrid working (London Bridge).
Flexible holiday + extra day off for your Birthday.
Work from anywhere in the world for up to 4 weeks per year.
Vitality Health & Life Insurance.
Pension scheme.
Enhanced parental leave.
Free Will & LPAs + discounts on other Octopus services.
Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
Octopus Giving: we match any charitable fundraising that you do up to £500.
Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
Dog friendly office.
Breakfast every day, snacks and wellness activities.

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

Quick apply

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