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Private Client Fee Earner

3 months ago

Leeds, Leeds, United Kingdom SaccoMann Full time
Sacco Mann are recruiting for a private client fee earner to join a leading private client team in Leeds.

The role would suit a highly competent fee earner with upwards of 2 years experience handling their own mixed bag private client caseload to include wills, probate, tax and LPAs.


Responsibilities:

  • Provide expert legal advice and assistance to clients in matters related to wills, trusts, estate administration, probate, lasting powers of attorney, and inheritance tax planning.
  • Manage a diverse caseload, ensuring that all matters are progressed efficiently and effectively.
  • Conduct client meetings, gather relevant information, and provide tailored solutions based on individual client needs.
  • Draft and review legal documents, including wills, trusts, powers of attorney, and other relevant documents.
  • Liaise with clients, beneficiaries, and external parties, maintaining clear communication throughout the process.
  • Maintain accurate and uptodate case management records and documentation.
  • Stay informed about changes in relevant laws and regulations that may impact private client matters.
  • Collaborate with other team members to share knowledge, experiences, and best practices.
  • Contribute to the development and growth of the Private Client department through networking, business development, and maintaining strong client relationships.
Salary to £40,000