Estate planning jobs in ChorleyCreate job alerts

We are currently looking to recruit an experienced and ambitious Senior Property Manager to join our Property Management team in a full time, permanent basis. The right candidate for this role will have previous experience in commercial property and the ability to work effectively both in a team environment and own initiative. Why choose us? Do you want to join one of the UK’s most established names in commercial property and asset management? Then look no further… With decades of experience in the industry, the group is growing from strength to strength and has a real presence in the commercial and industrial property market. People are in the heart of everything we do and we understand that our talented workforce is at the core of our achievements. We are looking for ambitious and hardworking individuals who are seeking a rewarding career. To anyone who joins us we provide opportunities to develop and the benefit of being trained and supported by an experienced team. With a vast portfolio of commercial and industrial real estate spanning over 15 million sq ft and an additional 4.5 million sq ft in the pipeline, we’re constantly growing and are actively seeking driven individuals to join our team. Your key duties as Senior Property Manager will be… · Take a proactive role in the day-to-day property management of the portfolio, with a strategic approach. · Carry out regular property inspections. · Ensuring lease data is regularly updated and maintained on the property management database and deal with the reading and summarising of leases. · Take a proactive approach in terms of asset management opportunities and the exploiting of potential initiatives. · Advance planning for critical lease event dates such as reviews, lease expiries and break options · Dealing with the tenant queries in a timely and efficient manner and building key strategic relationships with tenants. · Dealing with any dilapidation claims, licence to alters, assignments etc in a timely and efficient manner. · Confidently set and reconcile service charge budgets in line with the RICS service charge code. · Manage service charge expenditure effectively, working closely with the facilities and asset management team. · Work closely with the finance team to ensure rents are collected in a timely manner and outstanding debts are collected as quickly as possible. · Liaise with the building and facilities managers to ensure that buildings are well maintained at all times. · Working closely with the facilities and procurement team to ensure that the correct contracts are in place across the portfolio. · In conjunction with the facilities management team, manage health and safety across the portfolio, making sure that all properties are compliant. · Where necessary, manage and assist with insurance issues and claims associated with the portfolio. · Overseeing refurbishments and minor refits and carry out full handover process to incoming tenants. · Work with asset management and development team to ensure streamlined and straightforward handover of new build properties. Personal requirements • High attention to detail and an organised and methodical approach to processing., • A minimum of 3 year’s previous commercial property management experience together with landlord and tenant knowledge will be considered., • Ideally you will be MRICS qualified, although not essential. Previous experience of setting service charge budgets is essential alongside creative property management initiatives., • IT and software skills, particularly Microsoft Outlook and Microsoft Excel. Knowledge of PM software (Qube) desirable but not essential., • Good communication skills, written and verbal. Benefits and Hours · 25 Holidays per year, plus UK bank holidays · Monday to Friday, 9:00am to 17:30pm · Dress down day and free lunch (last Friday of each month) · Company Healthcare Scheme · Company Sick Pay · Employee Assistance Programme · Long Service Holiday Entitlement · Free on-site parking · Company Pension Scheme · Social evenings and team events To apply for this position, please click on ‘APPLY’ and attach your most recent CV.

Overview Here at FI Real Estate Management we are seeking a highly organised and proactive Personal Assistant to support our Asset Managers in our offices in Chorley. This role involves providing comprehensive administrative assistance to ensure smooth daily operations and effective management of assets. The ideal candidate will possess excellent organisational skills, proficiency in relevant software, and professional communication abilities. This position is to assist the Asset Managers in the day-to-day management of the property portfolio. Key Duties & Responsibilities • Proactively support the Asset Managers (AMs) to progress new leases and renewals to completion, • Draft documentation including Heads of Terms, New Leases and Lease Renewal Approvals, Rent Review Memorandums and Assignment approvals, • Liaising with tenants to secure signatures on agreements, • Carry out credit checks using Experian, • Draft CapEx and Purchase Order forms, • Record status updates on the CRM system (HubSpot) relating to new deals and renewals, • Ensure the timely completion of tasks on the property management system, Yardi, • Assist AMs with managing emails, chasing up replies to queries and requesting updates from solicitors, • Arrange business travel and accommodation, • Arrange external / internal meetings and book meeting rooms, • Assist with the preparation of presentations, board reports and management reports, extracting data from the Yardi system, as required, • Process incoming and outgoing telephone calls, • Assist with any other administrative tasks, as required Competencies • Team player who is also able to work on their own initiative, • Excellent communication skills, • Planning and organisation skills, • A demonstrable understanding of the importance of confidentiality, • A strong understanding of IT systems and Microsoft Office applications Desired but not essential, • Experience in using Yardi and / or HubSpot, • Experience of property transactions, particularly commercial Company Benefits • 25 days holidays, plus bank holidays, • Modern Offices, • Company Pension, • Company Sick pay, • EAP - Employee Assistance Programme, • Referral Scheme, • Discretionary Holiday Buying Scheme (after probation), • AXA Healthcare (after probation), • Free on site parking This position offers an excellent opportunity for individuals seeking to enhance their administrative skills while supporting senior management within a professional setting. If you are interested in the role and you feel that your experience aligns with it, then click 'Apply' and send us your up to date CV.

We Offer (Estate Planning ConsultantBenefits): Earn Big: £50k £100k OTE, self-employed with uncapped commission. Are You the IdealEstate Planning Consultant? Consultative sales approach and entrepreneurial spirit. Ability to get out of your comfort zone KeyResponsibilities of an Estate

A leading legal services provider is looking for a Regional Manager to join their Estate Planning team. In this role, you'll manage and support a team of estate planning consultants while ensuring delivery on targets.

A well-established law firm in the UK is seeking a Private Client Solicitor to handle a varied caseload with a strong focus on inheritance tax planning and estate administration.

The ideal candidate will own complex paraplanning cases, offering detailed advice on pensions, investments, and estate planning. This role requires several years' experience in financial planning and a Diploma in Financial Planning. A leading private bank in London is seeking a Senior Paraplanner to

This key strategic role involves leading the private client practice, providing high-quality advisory services to high net worth individuals and families, and collaborating with corporate teams on estate planning.

Join a team that aims to change the legal landscape around death planning and deliver empathetic support to clients.

A leading UK estate planning firm is seeking a Self-employed Estate Planning Consultant to provide expert legal guidance and assistance to clients. Ideal candidates will have proven experience in estate planning and interpersonal skills to effectively communicate complex legal concepts.

A growing tech company in London seeks a Private Client Solicitor to craft bespoke wills and advise on trusts and estate planning. You will engage with clients to understand their needs and provide expert guidance on wealth preservation and inheritance tax planning.

A leading UK law firm is looking for a Managing Associate to join their Real Estate – Infrastructure, Planning, and Parliamentary team in London. Candidates must be qualified solicitors with strong analytical and organizational skills, as well as a robust background in real estate and infrastructu

A rapidly growing tech company in Greater London seeks a General Manager to drive its estate planning services towards becoming a leading brand.

A leading tax and advisory firm in the UK is looking for a Tax Manager to provide expert advice in UK and Isle of Man taxation.The ideal candidate will have at least 5 years’ experience in tax, relevant qualifications such as ACA or ACCA, and the ability to mentor junior staff.Responsibilities inc

Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in Camberley with additional new offices opening in Hartley Wintney later in the year.

A prominent Thames Valley law firm is seeking a senior Private Client lawyer with over 7 years of experience in tax and succession planning.

The role involves managing a varied caseload focused on inheritance tax planning, estate planning, and administration for mass affluent clients.

Self-employed Estate Planning Consultant. We're looking for experienced estate planning consultants to cover various locations across the UK. Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services.

Estate planning, including inheritance tax advice and setting up trusts. Drafting and advising on probate applications and administering estates. Strong technical knowledge of probate and estate administration.

A leading legal firm in East Midlands is seeking a Private Client Solicitor to manage a varied caseload, including IHT planning and estate administration.

Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery. You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are pr

This opportunity offers significant exposure to complex real estate issues in an agile and inclusive workplace. A leading independent law firm in Greater London is looking for a dedicated professional to join their planning team. The role involves advising clients on various planning law matters, in

Portfolio Analytics and Planning Lead, EMEA & APAC page is loaded## Portfolio Analytics and Planning Lead, EMEA & APAClocations: Londontime type: Full timeposted on: Posted Todayjob requisition id: JR2600791Join us as a Portfolio Analytics and Planning Lead, EMEA & APAC to take your career t

Stanford Real Estate Partners are working with a leading real estate and asset management business to hire a Financial Planning Analyst. Financial Planning Analyst will be responsible for budgeting, forecasting and financial planning cycles across business units/asset portfolios. Support annual plan

An established industry player is seeking an experienced Private Client Solicitor to join their Brighton office.This role offers the opportunity to deliver exceptional legal services to a growing clientele while engaging in marketing events and fostering client relationships.The firm emphasizes a fl

A luxury real-estate development group in the United Kingdom is seeking a proactive and detail-oriented Project Manager to join their Real Estate team. The role involves planning, coordinating, and executing construction projects in tropical environments.

A strong private wealth advisory firm in Greater London seeks a Senior Private Client lawyer to provide expert advice on wills, trusts, probate, and estate planning.

This role offers the opportunity to work with a small, dedicated team, providing comprehensive legal services in areas such as Wills, Probate, and Estate Planning.

The firm enjoys an excellent reputation in the delivery of private client services including all aspects estate planning, wealth protection, family & matrimonial services, property investment and residential conveyancing. Obtaining Grants and administering Estates. Acting for a diverse range of clie

A technology-driven estate planning firm in London is seeking a Paralegal - Will Drafter. The ideal candidate has 1+ years of experience in estate planning, preferably holds a STEP qualification, and is skilled in using will-writing software.

The candidate will provide expert knowledge in planning law within the Real Estate practice. A leading law firm in Greater London is seeking a Senior Associate/Senior Counsel (7PQE+) to head its Planning team. Responsibilities include advising on real estate projects and leases, collaborating with c

This role involves managing a diverse caseload focused on probate and estate administration while offering the chance to shape processes in a dynamic environment.

Self-employed Estate Planning Consultant. We’re looking for experienced estate planning consultants to cover various locations across the UK. Estate Planning Assistant software.

A respected law firm in the Cotswolds seeks a Part-Time Private Client Lawyer to advise high net worth clients on wills, probate, tax planning, and elderly client matters.

The role will involve advising clients on all aspects of planning including the drafting and negotiation of section 106 agreements, permitted development rights, certificates of lawfulness, compulsory purchase orders, objecting to planning applications, planning appeals and challenges, enforcement a

Ideal candidates will have experience in estate planning and a genuine passion for client service. The role involves advising high-net-worth individuals on complex estate and tax matters, providing a varied caseload from the start.

A leading estate planning provider is seeking self-employed Estate Planning Consultants across the UK. Ideal candidates will have proven experience in estate planning, excellent interpersonal skills, and a full UK driver's license. Responsibilities include discussing the benefits of legal planning p

A leading sales organization in Greater London is looking for motivated individuals for an Estate Planning Sales role.

A leading legal firm in Greater London is seeking a Planning Solicitor with over 3 years PQE. Responsibilities include managing a caseload, drafting agreements, and advising clients on planning law matters.

A leading law firm in the UK is seeking a Private Client Solicitor to provide legal advice to high-net-worth clients.The ideal candidate should have 1-10+ years of experience in private client law and strong communication skills.Responsibilities include managing probate cases, drafting legal documen

A boutique estate planning firm in Greater London seeks a Mortgage Advisor to provide expert advice during estate planning consultations.

This Estate and Tax Planning Partner role will encompass the process of tax planning;. Estate & Tax Planning | Partner | Tunbridge Wells | Competitive Salary. Are you a highly experienced Estate and Tax Planning lawyer? If you’re nearing Partner level, this could be the ideal role for you to furth

Fast Food Delivery Driver - Lancashire.Takeaway Delivery Driver - Full Driving License.Full-Time / Part-Time / Seasonal.Join our One Great Team here at Haven as a Takeaway Delivery Driver you'll be the face of our service out on the road, connecting our kitchens with our customers.We are seeking a

This Estate and Tax Planning Solicitor role will encompass the process of tax planning;. Estate & Tax Planning | Associate Solicitor | Tunbridge Wells | 55k+ (DOE). Join this prestigious regional firm as the newest Associate Solicitor in their Estates & Tax Planning team, based in Tunbridge Wells.

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Job Title: Driver (Self-Employed).Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.Pay: £28,000 - £32,000 per annum Start-up bonus of £1k.Shift: Early Morning (03:00 am - 09:00 am) 7 days a week.Requirements: Valid UK/Euro