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Estate Planning Executive

Realm Recruit
Closing date
10 Jul 2024

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Job Details

  • 4+ PQE
  • Significant career progression across the private client team
  • Proactive role in a supportive, growing environment with excellent rewards
Join a thriving business based in Birmingham, where your skills in will writing and business development can shine.

This unique role encompasses both business development and will writing responsibilities. You'll spearhead the successful launch of a new employee benefit scheme, utilising robust business connections to bring it to the forefront of companies.

With an experience of 4+ years of will writing, you will handle simple wills, trust wills, providing inheritance tax advice and more. Your proactive, confident nature and ideally, previous sales experience makes you comfortable in a forward-facing role such as this.

In return for your expertise and dedication, you'll benefit from vast progression opportunities including the potential to head the developing estate planning team. You'll also have access to the firm's strong connections with financial advisors and accountants to help you thrive.

The firm takes pride in its personal approach. As a part of a smaller team, you won't be lost in a crowd, but instead recognised for your individual contributions. They appreciate professionalism, offering hands-on experience and the chance to make impactful changes.

Eager to contribute to unparalleled growth and leverage your expertise for innovative changes? This might just be the role for you.

How to apply for this role

If this sounds like the job for you, you can apply via this website by clicking ‘Apply’.

Alternatively, contact Jen Crowther at Realm Recruit to learn more about this opportunity or to register your interest.

Jen is a Consultant at Realm and specialises in recruiting private client solicitors across the West Midlands. She works with private client departments at firms of all shapes and sizes in Birmingham, Coventry, Stoke-on-Trent and Shrewsbury, and across the West Midlands. If you are looking for a new position, Jen is ready to help you make a move.

Know someone else who'd fit the role perfectly?

If so, let us know - if we help your referral secure a role, we'll reward you with up to £500 in vouchers of your choice.

Please note: the salary and experience levels mentioned are intended as a guide only. Realm is dedicated to supporting disabled applicants throughout the recruitment process. Applicants who require additional support when applying are encouraged to contact Realm.


We are Realm - the most specialised legal attraction, retention and recruitment consultancy, helping to develop legal careers and sustainably grow law firms by matching the right lawyers with the right firms through our refreshing approach to legal recruitment.

We know that when this happens, lawyers are happier, more motivated and enjoy better careers, while law firms are more likely to reach their growth aims.

We’re incomparably specialist: Lawyers specialise in one area to become true experts in their field – and our recruiters are no different. With each of our consultants covering just one practice area in a focused region, we know pretty much every lawyer you might want to recruit and every law firm you might want to join. We build close, long-term relationships with our engaged communities of lawyers and are therefore better able to connect the right people to the right firms.

We’re consultative: We’re not just here for lawyers when they are looking to move. We partner with legal professionals throughout their careers and provide advice on everything from salary benchmarking to helping you smash an upcoming appraisal. 

We are brand ambassadors: We are your megaphone in the legal talent market. Whether by representing a lawyer in their search for a new opportunity or utilising our in-house marketing team to help a law firm build their employer brand, we're experts in building a presence and helping the right lawyers and law firms find each other.

Company info
+44 (0) 3300 24 56 06
Charter House
Woodlands Road
WA14 1HF
United Kingdom

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