Job Title: Wills, Trust & Probate Lawyer
Reporting: Reports to Head of Department
Office Location: Kendal & Windemere
Contract: Permanent, open to both full time and part time
Overall purpose: Delivering a professional, responsive, high quality service to our clients ensuring full compliance with policies and procedures laid out by the Firm and by regulatory bodies. To act as an ambassador for the Firm at all times, actively promoting its services.
Key accountabilities:
* Manage a varied client caseload including advising on aspects of probate, will drafting, tax planning and estate administration, including powers of attorney, advising on all aspects of trusts, including lifetime, will trusts and elderly client trusts, draft, administration and taxation issues.
* Deal directly with clients, their families, and carers along with other third parties such as medical experts and case managers.
* Deliver high quality and sympathetic client care and build a good rapport with existing clients and attract new clients.
Ideal candidate:
* 3+ years PQE in Private Client
* STEP Qualified – Desirable but not essential
* Able to commute to Kendal and Windemere
* Friendly & Approachable
* Wanting to make a positive difference through their legal work
What’s in it for you:
With a competitive salary, a varied and interesting caseload, generous holiday, pension contributions, a group-wide earning and development programme, volunteering days and much more, this could be the new role you are looking for to create the new life you want!
Job Types: Full-time, Part-time, Permanent
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* No weekends
Experience:
* Private Client: 3 years (required)
Licence/Certification:
* STEP Qualification (preferred)
Work Location: In person
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