Wills and Probate
3 weeks ago
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
Longservice awards
Casual dress down days
Bring your pet to work days
Onsite parking
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
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