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Tozers, Exeter - Solicitor or Legal executive to join Wealth Management Team

Our Wealth Management Team has built a strong reputation for advising families, including business-owners, farmers and high net worth individuals, with the most complex succession-planning needs. We are seeking a driven and ambitious lawyer to help us build on this reputation and to develop their own career in a supportive and energetic team.

What you’ll be doing

We are a team renowned for our technical expertise and dedication to providing accurate, effective and pragmatic, solutions to our clients.

You will manage complex and high value estates requiring the successful application of Inheritance Tax reliefs and exemptions. This will include direct negotiations with HMRC to achieve the best results for our clients when necessary.

Advising families on the Inheritance Tax planning tools available to them will form part of your responsibilities. There will be a particular focus on assisting business owning families with the tax implications of passing their business down the generations, both generally and when crafting Wills and trusts for succession-planning.

You will be offered a high-quality, balanced and varied caseload from the outset, including Wills, Lasting Powers of Attorney and the administration of our complex estates and establishment of lifetime trusts.

Undertaking the supervision of other lawyers within your team, with the aim of supporting them to provide the quality of advice and service we are known for, will be one of your ongoing responsibilities.

You will also have the ability to help shape the future of your team. Working directly with the Wealth Management Team Leader, Gráinne Staunton, and your fellow senior Wealth Management lawyers, you will provide input into the design and delivery of the growth plan for the team and in initiatives to set the future direction of the department.

What we’re looking for

We are looking for a motivated lawyer who wants to move towards taking the next step in their career and to build their future with us.

You will be a technically skilled solicitor or Chartered Legal Executive who, ideally, has already successfully achieved or is working towards a STEP Diploma qualification or equivalent.

You will have experience of, or a wish to step into, a supervisory role. You will be comfortable with other members of the team reporting directly to you in the first instance and will be confident in your ability to motivate and encourage those who work alongside you.

You will have business development experience or a willingness to get stuck in to bring in and develop our client base, to help keep moving our team in the right direction and plan for the future.

You will be able to demonstrate a track record of meeting or surpassing the financial targets set for you or for your wider team and a commercial approach to the work you carry out.

What you’ll have

You will be roughly six+ years qualified with significant experience in Wealth Management work.

We are looking for someone with proven technical abilities and a track record of excellent client service. You will be dedicated, ambitious and willing to build your future with us.

Excellent communication skills are expected along with an ability to demonstrate your strong client relationships.


To apply please go to https://www.tozers.co.uk/careers/application-form

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