Details.
Sterling & Law is seeking an experienced estate planner or inheritance tax adviser based in London, the Home Counties or the South of England. The role involves providing strategic estate planning and comprehensive inheritance tax advice, developing strategies involving wills, trusts, gifts, business succession, charitable planning and asset protection, and reviewing plans to ensure legal and regulatory compliance. Applicants should have a proven track record in estate planning and inheritance tax advice, exceptional communication skills, the ability to meet diverse client needs, drive and determination, experience cultivating client relationships, a business-oriented and solution-focused approach, commitment to professional development, and willingness to follow a business plan and support the firm's growth. The Level 4 Diploma in Financial Services or equivalent is required. Benefits include remuneration allowing advisers to retain over 80% of gross fees, hardware and software, business development and financial training, marketing and administrative support, flexible working, and paraplanning and compliance support.