Our client’s private client department offers expert advice on wills, probate, estate planning and trusts. They are seeking a motivated and detail-orientated Private Client Fee-earner with Trusts experience to join their team in Dorking and contribute to their continued success.
Ideally, they are looking at NQ level in Cobham and 5 years + PQE in Dorking.
Company Benefits:
* 25 days Holiday
* 3 Days Christmas / New Year Leave
* Private Medical Cover
* Cash Plan
* DIS & Pension
* Competitive salary and benefits package.
* Opportunity to work with a team of dedicated and experienced professionals.
* Professional development and continuing education opportunities.
* Supportive and inclusive work environment.
Key Responsibilities:
* Provide advice and assistance to clients on various private client matters, including wills, probate, estate administration, trusts, and powers of attorney.
* Manage a caseload, ensuring each case is handled with professionalism and efficiency. Maintain detailed and accurate records of all client interactions and case progress.
* Prepare legal documents, such as wills, lasting powers of attorney, and trust deeds. Ensure all documentation is thorough, accurate, and compliant with legal standards.
* Assist clients with estate planning, including inheritance tax planning and advising on the creation and management of trusts.
* Support the administration of estates, inclu...