Wills & Estate Planner Job at Placing Faces (Canvey Island)

Legal Director - Private Client

We have a fabulous opportunity for an experienced and highly motivated Private C...

Location

United Kingdom , Leicester or Nottingham

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Minimum of 10 years PQE
Solicitor or FCILEx qualification
Good solid background in all areas of private client work including the production of Trust and Estate Accounts and Tax Returns
Developed a particular strength and reputation in the work area demonstrating technical excellence
Commercially aware with strong business development skills
Excellent written and verbal communication skills
Self-starter able to demonstrate high levels of initiative and motivation
Willing to work closely with other team members
Demonstrable track record of managing assigned tasks in an assertive, efficient and timely manner with excellent attention to detail
Able to multitask and keep calm under pressure

Job Responsibility

Provide high-quality private client advice on inheritance tax and succession planning
Prepare Balfour type reviews of businesses to ascertain trading status and advise on improvements
Draft wills, trusts, letters of wishes and powers of attorney including business powers of attorney
Develop and maintain good client relationship skills
Supervise and mentor junior Solicitors
Participate in the growth and development of the department/firm by attracting additional business
Undertake legal research to ensure accuracy of advice and procedures
Support internal procedures and systems including file/case management and time recording
Work without significant supervision
Work outside normal office hours from time-to-time

What we offer

Agile working
Blended approach to where and how we work

Fulltime

Private Client Solicitor

A senior role for an experienced Private Client Solicitor (8+ PQE) involving com...

Location

United Kingdom , Bolton

Salary:

50000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Minimum 8 years’ post-qualification experience in private client law
Extensive experience advising on complex probate, trusts, tax planning, and estates
A confident and trusted adviser with excellent technical knowledge and strategic thinking
Demonstrated leadership ability, with experience mentoring junior colleagues
Strong interpersonal skills with a client-first attitude and commercial awareness
A proactive approach to networking and business development, helping to drive growth in the team.

Job Responsibility

Leading on complex estate planning, drafting Wills, managing the full administration of estates, and advising on inheritance tax and trust structures
Acting for high-net-worth individuals, families, and business owners on wealth preservation and succession planning
Providing bespoke, expert advice with a sensitive and client-focused approach
Supervising and supporting junior solicitors and paralegals, contributing to mentoring and team development
Working closely with external advisers – including financial planners and tax experts – to deliver holistic legal solutions
Actively participating in business development and client relationship management to help grow the department and enhance the firm’s market presence.

What we offer

Hybrid working options
Genuine scope for further advancement
High-quality workload
Progressive and supportive firm.

Fulltime

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

Senior Project Manager

We are excited to be growing our economic development and planning team and are ...

Location

United States , Brooklyn

Salary:

115000.00 - 135000.00 USD / Year ▼

MIG

Expiration Date

Until further notice

Requirements

5–7 years of experience in consulting, applied policy, real estate, or economic development planning
Proven project management experience, including client interaction and managing scopes, budgets, and teams
Bachelor’s degree in urban planning, economics, business, public policy or related field (Master’s preferred)
Strong writing, analytical, and visual communication skills
Comfortable facilitating meetings and presenting findings
Familiarity with key data tools: Microsoft Excel, PowerPoint, InDesign, ArcGIS, and core public datasets (Census/ACS, BLS, LEHD, BEA)
Local to or willing to relocate to the New York City area

Job Responsibility

Lead Projects: Manage scopes, budgets, schedules, and deliverables for projects focused on downtown revitalization, economic strategy, and implementation planning
Guide Clients: Serve as a primary contact, helping public agencies, regional partnerships, nonprofits, and the private sector clients shape actionable, data-informed solutions
Integrate Analysis and Strategy: Oversee and interpret data analyses (economic, demographic, real estate, and workforce) to guide strategic decisions
Develop Deliverables: Direct the production of reports, presentations, graphics, and implementation frameworks that translate findings into action
Collaborate Across Disciplines: Work with planners, designers, economists, and communications specialists to craft compelling and implementable solutions
Mentor and Grow Talent: Support analysts and junior staff in building their technical and consulting skills
Contribute to Business Development: Lead or co-develop proposals, scopes, and budgets for new opportunities

What we offer

Flexible work schedule
Rewarding work environment
Creative atmosphere that allows for professional development and career advancement opportunities
Comprehensive benefits program including paid time off (PTO)
10 paid holidays
Medical, dental, vision, FSA, and HRA with employer contributions
401K matching

Fulltime

Wealth Advisor

The Wealth Advisor focuses on deepening relationships with an established base o...

Location

United States , New York City

Salary:

200000.00 - 250000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
At least 7 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of investments, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

New

Senior Geopolitical Analyst

Energy Aspects is seeking an experienced Geopolitical Analyst to join our indust...

Location

United Kingdom , London

Salary:

Not provided

Energy Aspects

Expiration Date

Until further notice

Requirements

Experience of analysing geopolitical developments related to the global energy markets
An understanding of the key energy-producing regions i.e. Middle East, Latin America, Former Soviet Union and Africa
The ability to produce reports and summaries in a well-structured manner that communicates key information effectively
Attention to detail is a prerequisite for this role in both handling data and written English
Proven track record in publishing and presenting analysis for the energy sector
The ability to meet deadlines and work effectively with others, including colleagues in different time zones to deliver timely insight and analysis will be critical
Strong Excel and data analysis skills
A good network of references and sources in key-producing regions

Job Responsibility

Develop robust and defensible geopolitical forecasts with a focus on the implications for energy flows and prices
Write scheduled and ad-hoc reports on geopolitical developments, providing tailored input to reports that cover specific energy markets (oil, gas, power etc.)
Present our views to clients through presentations, conferences and email responses
Brief colleagues on key geopolitical developments and work closely with them to ensure all research coverage aligns with house views
Monitor and interpret political, military and policy developments, identifying relevant implications across specific energy markets
Analyse the near-term market implications of new geopolitical developments such as military escalation, sanctions, announcements and diplomatic breakthroughs
Evaluate relevant long-term trends, including great-power competition, shifting regional political dynamics and the role of energy security in foreign policy

What we offer

Annual bonuses
Comprehensive private health insurance
Substantial pension contributions
Company share options
Subsidised gym memberships
Generous holiday policy

Fulltime

Wills & Estate Planner

Placing Faces

Location:
United Kingdom , Canvey Island

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 04, 2026

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Placing Faces

Location:United Kingdom , Canvey Island

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 04, 2026

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