Head of Wills and Probate

3 weeks ago


Gloucester, United Kingdom G B Solutions Full time

Head of Wills and Probate

Gloucester

£Competitive

One of the leading law firms in Gloucestershire is looking for a Head of Wills and Probate to join their senior leadership team.

**Responsibilities**
- To inspire and motivate team members
- Review workload and progress of the department
- Attend and conduct team meetings
- Attend HOD meetings
- Deliver fee targets and ensure team members do so
- Responsibility for unpaid costs, unbilled disbursements and review WIP
- Initial consultations
- Preparation of Wills, advice on Trusts, capacity, Inheritance Tax
- Advising with respect to Trusts and preparation of appropriate Trust Documents
- Advising and liaising with clients on contentious probate matters and deputyships
- Ongoing case management
- Management and development of departmental precedents
- Ongoing Will bank management
- Client relationship management
- Mediation and Negotiation on contested matters
- Networking and business development for contentious workflows
- Reviewing and managing WIP and client financing in relation to ongoing matters
- To achieve fees to meet monthly and year-end targets
- Attend team meetings and courses where appropriate
- Keep files well organised and property updated in accordance with the firm's policies

**Skills/ Experience**:

- A proven record of accomplishment in organising their own personal workload as well as motivating and leading others.
- The ability to determine priorities and consistently meet deadlines.
- Strong negotiation skills.
- Pro-active with good interpersonal skills and an ability to communicate effectively, both orally and in writing.
- Inspiring and motivational to others.
- High level of attention to detail and an enquiring mind
- The ability to manage time effectively, prioritising tasks to ensure that deadlines are met
- The ability to understand clear and concise instructions
- A keen team member, with the ability to accept responsibility and work on their own initiative
- Excellent client relationship skills
- Personal Characteristics
- Friendly and communicative
- Experienced ins working in a business team environment
- Confidential and discreet
- Ability to maintain absolute discretion when dealing with confidential data
- Excellent oral communication, interpersonal skills and telephone manner, able to motivate and enthuse others in their tasks
- Excellent IT and systems skills and a highly proficient and experienced user of all Microsoft Office programmes, with excellent numeracy and spreadsheet skills
- Experience of collating and analysing data

**Benefits**:
Comprehensive benefit package including flexible working and an innovative and supportive environment in which to develop your career



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