Private Client Associate
2 weeks ago
Job Summary:
We are seeking a highly motivated and experienced Private Client Associate to join our team at Pearson Whiffin Recruitment Ltd. As a Private Client Associate, you will be responsible for providing exceptional client service and support in all aspects of Wills and probate work.
Key Responsibilities:
- Engage with prospective clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others)
- Produce (or manage the delegated production of) timely, well-considered, written advice to clients and the required legal documents to progress and conclude their matter
- Ensure all aspects of the matter are fully recorded
- Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly
- Exercise high standards of client care in a professional and pleasant manner at all times
- Ensure effective financial management on files
- Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas
Requirements:
- Prior experience working in a busy Private Client department
- Knowledge of Wills, Powers of Attorney, and estate administration
- Ability to manage your workload
- A confident communicator with excellent client service skills
- A high degree of efficiency and accuracy
- Experience in marketing initiatives and promoting services
Package:
- Up to £60,000 (dependent on experience)
- Discretionary bonus scheme
- Excellent additional benefits
- Hybrid working options
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