Private Client Wills & Estate Planning Supervisor

About the role

We are seeking a Private Client Wills & Estate Planning Supervisor to join our estate‑planning team. The role is focused on supervising the preparation of wills, trusts and lasting powers of attorney, with no billable targets, offering a strong work‑life balance.

Key responsibilities

• Review and ensure the legal and technical accuracy of wills, trusts and LPAs.
• Provide feedback and guidance to the estate‑planning team to meet client objectives.
• Collaborate closely with solicitors and technical professionals on case progression.
• Maintain compliance with regulatory standards and internal quality procedures.
• Support ad‑hoc queries and contribute to service development.

Required profile

• Qualified solicitor, CILEX or STEP member, or equivalent experience.
• Strong technical knowledge of estate planning and wills drafting.
• Experience with tax planning related to lifetime planning.
• High attention to detail and accuracy.
• Excellent written and verbal communication skills.

Required skills

• Legal qualification (Solicitor, CILEX, STEP)
• Estate‑planning technical expertise
• Wills and trusts drafting
• Tax planning for private clients

What we offer

• Salary starting from £33,000 per year (range £30,001‑£45,000).
• Flexible working: full‑time (37.5 h) or part‑time (minimum 22.5 h).
• Remote work option or office‑based in Sheffield.
• No billable or chargeable hour targets.
• Supportive, ethical legal environment.