Estate Planning Manager
2 weeks ago
Sue Ross Legal are delighted to be working with South Yorkshire’s most established and respected Solicitors in the recruitment of an Estate Planning Manager.
This role will involve running a caseload and supporting the Estate Planning team with general queries, and ad hoc requests from the Private Client Advisors. This is a great opportunity to build on your management skills within an innovative and progressive business.
To conduct complex estate planning matters on behalf of clients
* Work with Private Client advisors to support the quality and active progression of files
* Provide feed-back to Private Client Advisors to ensure we meet a client’s estate planning objectives.
* Provide quality assurance to make sure all compliance and regulatory standards and processes are met within the estate planning team.
* To adhere to agreed practice procedures as determined from time to time, especially as related to quality standards.
* To achieve agreed financial targets, both in respect of fee income, recording of chargeable hours and credit and disbursement control
* To ensure the estate planning team achieves agreed financial targets, both in respect of fee income, recording of chargeable hours and credit and disbursement control
* To achieve any additional targets as specified in the business plan.
* To provide advice and guidance to other private client staff as directed by the divisional / departmental leader.
Strong technical knowledge in estate planning with solid legal and wills writing experience.
* For more information about the above vacancy or for a confidential chat about our other vacancies throughout Yorkshire, Derbyshire, Nottinghamshire, Lincolnshire, the Northwest and the North East, please send your details to us and one of our dedicated legal consultants will contact you.
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Associate Director
Found in: Jooble UK C2 - 2 weeks ago
Sheffield, United Kingdom The University of Sheffield Full timeThe University of Sheffield is seeking to recruit to the role of Associate Director of EFM: Property, Strategy and Business Support. We want Sheffield to be an international centre of excellence for centuries to come, so we recruit ambitious, creative people from across the globe and we nurture their talent. The Department of Estates and Facilities...
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Associate Director
2 weeks ago
Sheffield, United Kingdom The University of Sheffield Full timeThe University of Sheffield is seeking to recruit to the role of Associate Director of EFM: Property, Strategy and Business Support. We want Sheffield to be an international centre of excellence for centuries to come, so we recruit ambitious, creative people from across the globe and we nurture their talent. The Department of Estates and Facilities...
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Service Manager
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Senior Estates Surveyor
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Head of Estate Services/hard Fm
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Found in: Talent UK C2 - 6 days ago
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Cost Manager
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Senior Cost Manager
Found in: Talent UK C2 - 1 week ago
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