Private Client Fee Earner

4 months ago


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 up-to-date 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



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