ABOUT US
The JNF UK Legacy Department offers a unique combination of wills advice and executorship services together with a high level of pastoral care to 100s of clients throughout the UK. We pride ourselves on the ongoing engagement with our clients sharing with them the impact their legacies, through our parent charity JNF UK, have on the state of Israel.
We are seeking a solicitor or legal executive to join a team of wills, probate and estate administration lawyers. You will be responsible for handling a varied caseload of matters, including the administration of estates and Lasting Powers of Attorney. Assisting the Director of Legacies, you will also having sole conduct of estate administration files dependent upon your level of experience.
The successful candidate will have excellent inter-personal skills and able to represent the department to the highest of standards. You should be self-driven and proactive.
RESPONSIBILITIES
* Executor of legacies
* Responsible for legacy validation and accuracy from law perspective
* Managing the legacies and estates
* Maintaining relationship with clients along the process until they sign on the legacy
* Responsible for immediate Post-Death Matters such as registration of death, liaising with relatives and visiting the homes of deceased persons to collect documentations and valuables
* Administration of ongoing Will Trusts
* Probate Applications
* Inheritance tax calculation
* Post- death tax planning
* Dealing with all issues regarding the burial
* Completion of income tax and capital gains tax forms
* Drafting and advising upon Lasting Power of Attorney
* Dealing with the preliminary aspects of contentious probate matters and obtaining advice thereupon
* Maintaining relationship with clients to keep them on board
* Liaising with other beneficiary charities
* Maintenance of Department’s legal library
* Keeping abreast of developments in Wills, Trusts and (related) taxation law
* Participation in the marketing activities of the Department as and when requested.
OTHER INFORMATION
* This is an office-based role with hybrid working flexibility and some travel required.
* Office opening hours are 9.00 – 17.30 with early closing on Fridays.
* Twenty eight days holiday (20 holiday days and 8 statutory bank holidays), plus Jewish festivals when they fall during normal working days.
Application Process
Please submit your CV through our LinkedIn job posting.
Whilst the job posting is open, potential candidates will be invited to submit a cover letter outlining their interest in, and suitability for the role.
When the job posting closes, a longlist of potential candidates will be invited to introduce themselves to the Director of Legacies in an online 15 minute 1-1 conversation, during which you will be asked some administrative questions, and you will be able to ask any questions you may have.
A shortlist of potential candidates will then be called back for interview, where you will be asked a series of competency based questions and may be required to deliver a short (pre-prepared) presentation and field questions on the topic. Details will be provided prior to the interview.