Wills, Trusts and Probate

2 weeks ago

Matlock, United Kingdom Job Board Direct Full time

Wills, Trusts and Probate - Fee Earner
Matlock, Bakewell or Wirksworth.
Salary £30-40k depending on experience.

PLEASE NOTE: THIS CAN BE A WORK FROM HOME ROLE

Contract: Full-Time or Part-Time, Permanent

Our client is a leading local law firm with a fantastic reputation within the area. Due to the continued success of this department they are now looking to recruit a Wills, Trust and probate fee earner.

This is a fantastic opportunity for either an experienced fee earner looking for an move that will allow for a team to be built around you or for an experienced wills, trusts and probate paralegal looking for the next step into a fee earning capacity.
The role will be instrumental in developing and driving growth in the department.

As Wills and Probate Fee Earner you will be a confident, proactive, structured individual who will be experienced in a broad range of Wills, Trusts and General Probate matters including, but not limited to:

-
Preparation of Wills, including those utilising trusts to assist with more complex family situations;
IHT/CGT Planning
Preparation of Powers of Attorney to include registration of EPAs and LPAs
Court of Protection practice;
Administration of taxable and non taxable estates
Trust administration

Core Responsibilities:

To provide an ongoing exceptional service to existing clients
To work with the Dispute Resolution Team Manager to develop new business
Develop and enhance the Wills, Trusts, and Probate offering within the department
Manage your own broad caseload of wills, probate and trust matters
Consistently achieve KPIs and individual objectives and targets whilst understanding the commercial needs of the business
To produce fee income in line with targets and agreed objectives
To keep informed of all changes in the Law and Practice in your own area of work
To maintain and enhance up to date legal skills
Financial control with particular regard to cash flow control through collection of monies on account and billing procedures
Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures

Qualifications & Experience:

At least 1 year Wills, Trusts and Probate experience;
Experience in all mainstream private client matters to include wills, power of attorney, tax planning, Court of protection practice, special needs trusts, and estate administration
Clear understanding of Money Laundering Regulations and Solicitors Accounts Rules
Ability to identify and deal with clients who may have issues with mental capacity
Ability to create and nurture relationships with key clients at all levels
Desire and ability to provide a high quality service
Excellent written and numeracy skills
Excellent time management and organisational skills, and meeting deadlines
An incredible eye for detail with an ability to think outside the box
Proficiency in case management and management tools such as MS Word and Excel
Expert communicator and collaborator, with exceptional client care skill
High levels of integrity and empathy
Thrives in fast-paced environments and demonstrates a bias for action with an ability to multi-task and pivot while working on varying deadlines & scopes
Enthusiasm for personal and team marketing opportunities

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