This role is responsible for managing a personal caseload of Wills, Probate, Tax & Trust matters whilst also supporting on more complex matters with senior members of the team.
Responsible for liaising directly with clients and ensuring a high level of client care is provided at all times.
This role reports directly to the Head of Wills, Probate, Tax & Trusts.
- Manage a varied caseload of Wills, Probate, Tax & Trust matters that will include:
- Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes.
- Preparing lasting powers of attorney.
- Preparing deputyship orders.
- Dealing with estate administration.
- Advising on risks of death, divorce or bankruptcy in respect of lifetime gifting.
- Advising on obtaining grants of probate.
- Advising on letters of administration.
- Settling estate liabilities.
- Administering estates in accordance with the correct procedures.
- Obtaining deputyship orders from the Court of Protection as required.
- Acting on behalf of court-appointed deputies.
- As well as managing a personal caseload of WPTT matters, this role is responsible for supporting on more complex matters alongside senior members of the team.
- Ensure matters are kept up to date in systems and new advancements are communicated to the relevant team members.
- Record all time in the Tikit system, including non-billable activities.
- Take responsibility for managing the client experience. Attend client meetings where necessary.
- Takes a keen interest in business development for the department and contributes where required.
- Supports departmental audits as and when required.
- Take on additional tasks as reasonably required by the Head of Wills, Probate, Tax & Trusts.
You will:
- You will have a minimum of 2 years PQE in a wills, probate, tax and trusts role.
- Possess exceptional client care skills.
- Have intermediate knowledge of Microsoft Office.
- Be highly motivated and able to add value to the role.
- Be able to demonstrate proactive management of matters with a minimum of supervision.
- Be a team player and able to get on with others.
- Possess networking and client development skills.
Disclosure will be required in the event that a position is offered.
Financial checks will be required in the event that a position is offered.
What we offer?
- Competitive salary
- Bonus potential
- Great working environment at our Derby head offices
- Car parking provided by the firm
- Career development opportunities
- 27 days holiday plus bank holidays
- Options to buy & sell 1 week’s holiday
- 1 week’s holiday carry over
- Extra day off for your birthday
- Staff card discount scheme for local shops
- Social days and evenings on the firm
- Staff discounts on legal services
