You will join a thriving private client department where you will have a varied mix of cases relating to Wills and Probate.
You will be responsible for assisting with allocation of work within your department as well as assisting with training and supervision of junior team members.
In order to be considered for this role your application must reflect that you have a minimum of 5 years experience of handling a range of Wills and Probate cases from start to finish including advising on and drafting of the following: Wills Probate Powers of Attorney Court of Protection Trusts Estate Planning Wealth Management and Inheritance Tax HR/2024 Requirements HR/2024 The successful candidate will be: IT literate with ability to work effectively on a case management system.
Able to work well as a team as well as being able to work on your own initiative.
Willing to participate in business development activities.
You will have excellent client care and interpersonal skills Benefits The Company offers a range of staff incentives including: Competitive salary based on experience Flexible working including working from home days and working core hours between 7am 7pm Performance bonus Pension scheme 25 days annual leave plus bank holidays and Christmas week closure.
In addition staff can bank additional hours worked to accrue further holiday days Funding for training and/or subscriptions Staff discounts Employee social events Employee health and welling events Longservice awards Casual dress down days Bring your pet to work days Onsite parking You will join a thriving private client department, where you will have a varied mix of cases relating to Wills and Probate.
You will be responsible for assisting with allocation of work within your department, as well as assisting with training and supervision of junior team members.
In order to be considered for this role, your application must reflect that you have a minimum of 5 years experience of handling a range of Wills and Probate cases from start to finish, including advising on and drafting of the following: Wills Probate Powers of Attorney Court of Protection Trusts Estate Planning Wealth Management and Inheritance Tax