Overview
We are seeking a highly motivated and skilled STEP qualified Probate Executive to join our dynamic team. The ideal candidate should be an experienced probate practitioner with a minimum of 3 years experience in probate.
Duties
1. Provide legal advice and assistance to clients for Probate matters, but not exclusively.
2. Assess clients' legal issues, analyse applicable laws and regulations, and offer guidance on legal rights, obligations and potential courses of action.
3. Meet annual billing and performance targets.
4. Prepare and file court documents and other legal documents related to probate and estate administration.
5. Advise clients on the best course of action to take in probate and estate administration matters.
6. Maintain client files and records.
7. Maintain client confidentiality, and act in accordance with applicable rules and regulations.
Skills
1. A thorough understanding of the law and practice surrounding Estate and Tax Planning, Estate Administration, LPAs, Wills, Trusts, Disputes, Probate to include dealing with IHT and income tax.
2. Be STEP qualified.
3. The confidence and the ability to react to change whilst working within a pressurised environment.
4. The ability to work on a paperless case management system.
5. The ability to be an enthusiastic team player, with great people skills.
6. Good organisational, time management and IT skills.
7. The ability to multi-task under pressure with a keen eye for detail.
8. Track record of reviewing files, leading a team with juniors, and ensuring high compliance standards.
9. Excellent communication skills with an ability to create and nurture relationships at all levels.
10. Dynamic approach to be able to work individually and within a collective team environment.
11. Excellent standards of client care and great communication skills.
12. Ability to identify and handle clients who may have mental capacity issues.
Job Type: Full-time
Pay: £28,000.00-£30,000.00 per year
Benefits:
* Company pension
Schedule:
* Monday to Friday
Work Location: In person
Reference ID: Probate Executive
#J-18808-Ljbffr