Wills and Probate

3 weeks ago


Lincolnshire, United Kingdom Connectment Full time

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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