Lifetime Planning Assistant – West Kirby
Posted November 20
Opportunity Available
Job Role: Assistant – Lifetime Planning
Hours: 9.00am-5.00pm, Monday-Friday.
Location: West Kirby Office (34 Grange Road CH48 4EF)
We are seeking applications from candidates who have general secretarial and administration skills to assist Fee Earners with legal work in relation to Lifetime Planning matters.
The type of work you will assist with includes Wills, Lasting Powers of Attorney, Grant of Probate and Estate Administration. Ideally, we are looking for candidates with at least 3 years’ experience working as a Legal Secretary/Assistant. Experience, or interest in, private client is advantageous.
To succeed in this role, you will need effective administration and communication skills as well as good time management including the ability to work under pressure. In addition, a caring and empathetic approach towards both clients and colleagues is required. The successful candidate will also need to be organised, motivated and be proactive. Attention to detail and good teamwork and cooperation are also vital.
Main Duties
* Attend upon clients and others to take instructions and information.
* Open new files on the case management system and prepare initial client care documentation.
* Type dictated letters, documents, and notes.
* Obtain ID from clients and complete ID checks in accordance with Anti-Money Laundering Procedures.
* Liaise with third parties such as HMRC, Estate Agents, OPG, Probate Registry, Beneficiaries and Attorneys etc.
* Attend home visits with Fee Earners as and when required.
* Assist with progression of matters such as general chasers for documents.
* Prepare and send costs information including bills to clients.
* General administration duties such as scanning post onto the system.
Salary and Benefits
The salary for this role is up to £24,000 per annum depending on experience.
Annual holiday entitlement in a full calendar year is 20 days, increasing yearly to 25 days by 5 years’ service. This is in addition to bank holidays and an extra 3 days to be used between Christmas and New Year.
Furthermore, we offer paid sick leave, dependent’s leave, and birthday leave. We have a health benefit in place with Medicash, which new starters can join after 6 months’ service. In addition, we offer staff wellbeing and social events as well as annual teambuilding. There are different opportunities for reward and recognition throughout the year including a Bonus Policy, Employee Referral Programme, employee recognition whereby colleagues can nominate each other as well as a client care quarterly reward. We have a formal appraisal/performance review process and salaries and bonuses are reviewed in June of each year.
Equality, Diversity, and Inclusion
We are committed to ensuring our working practices and job roles are inclusive to meet a wide variety of needs. Therefore, should you require any reasonable adjustments or have access requirements, please make us aware when applying for the position so that we can arrange a suitable interview. Successful candidates will be asked about reasonable adjustments for their employment at Maxwell Hodge when they are formally offered the position, so that we can ensure the role meets their requirements.
About Maxwell Hodge
Maxwell Hodge is an independent firm of solicitors with 7 offices across Merseyside and Wirral. We were established over 150 years ago and our focus is on providing the best legal service and advice for our clients.
With a solid reputation, well ingrained in the local community, we offer an excellent working environment where you will thrive in an open and supportive culture. Our values are Team, Support, Guidance and Resilience, which we expect our people to demonstrate both in their professional and personal lives.
We are committed to providing employees with meaningful opportunities and therefore welcome applications from those looking for prospects of career development. You will be asked about your motivations and career aspirations at your interview. Beyond this, you will have opportunities to discuss training, development, and your goals/objectives at your probation review meetings and annual appraisal.
We look forward to hearing from you.
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