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Senior Wills and Probate Specialist
2 months ago
About the Role:
We are seeking a highly skilled and experienced Wills and Probate Fee Earner to join our team at Talent Network Partners Ltd. As a key member of our Private Client department, you will be responsible for providing expert advice and guidance to clients on a range of Wills, Trusts, and General Probate matters.
Key Responsibilities:
- Provide proactive and structured support to clients on Wills, Trusts, and General Probate matters
- Develop and maintain a deep understanding of the commercial needs of the business and consistently achieve KPIs and individual objectives
- Stay up-to-date with changes in the Law and Practice in your area of work and maintain and enhance your legal skills
- Exercise financial control, including cash flow control, through the collection of monies on account and billing procedures
- Perform fee-earning work accurately, reliably, and in accordance with the firm's quality and risk procedures
- Develop expertise in all mainstream private client matters, including Wills, Power of Attorney, Tax Planning, Court of Protection Practice, Special Needs Trusts, and Estate Administration
- Ensure compliance with Money Laundering Regulations and Solicitors Accounts Rules
- Provide a high-quality service to clients, demonstrating excellent time management and organisational skills, and meeting deadlines
- Utilise case management and management tools, such as MS Word and Excel, to enhance productivity and efficiency
Requirements:
- Proven experience in Wills and Probate matters
- Strong understanding of the commercial needs of a business
- Excellent communication and interpersonal skills
- Ability to work accurately and reliably in a fast-paced environment
- Proficiency in case management and management tools
What We Offer:
Talent Network Partners Ltd offers a competitive salary and benefits package, as well as opportunities for professional development and growth.