Job Description
You will join a thriving private client department, where you will have a varied mix of cases
relating to Wills and Probate. You will be responsible for assisting with allocation of work
within your department, as well as assisting with training and supervision of junior team
members.
In order to be considered for this role, your application must reflect that you have a minimum
of 5 years’ experience of handling a range of Wills and Probate cases from start to finish,
including advising on and drafting of the following:
➢ Wills
➢ Probate
➢ Powers of Attorney
➢ Court of Protection
➢ Trusts
➢ Estate Planning
➢ Wealth Management and Inheritance Tax
HR/2024
Requirements
HR/2024
The successful candidate will be:
• IT literate with ability to work effectively on a case management system.
• Able to work well as a team, as well as being able to work on your own initiative.
• Willing to participate in business development activities.
• You will have excellent client care and interpersonal skills
Benefits
The Company offers a range of staff incentives, including:
• Competitive salary based on experience
• Flexible working, including working from home days and working “core hours”
between 7am – 7pm
• Performance bonus
• Pension scheme
• 25 days annual leave plus bank holidays and Christmas week closure. In addition, staff
can “bank” additional hours worked to accrue further holiday days
• Funding for training and/or subscriptions
• Staff discounts
• Employee social events
• Employee health and welling events
• Long-service awards
• Casual dress down days
• Bring your pet to work days
• On-site parking
Requirements
You will join a thriving private client department, where you will have a varied mix of cases relating to Wills and Probate. You will be responsible for assisting with allocation of work within your department, as well as assisting with training and supervision of junior team members. In order to be considered for this role, your application must reflect that you have a minimum of 5 years’ experience of handling a range of Wills and Probate cases from start to finish, including advising on and drafting of the following: ➢ Wills ➢ Probate ➢ Powers of Attorney ➢ Court of Protection ➢ Trusts ➢ Estate Planning ➢ Wealth Management and Inheritance Tax