Probate and Estate Planning Director

3 weeks ago


Skegness, Lincolnshire, United Kingdom Reflect Recruitment Group Full time

We are seeking a Probate and Estate Planning Director to join our thriving private client department in Skegness. This senior role will involve leading a team of professionals and overseeing the allocation of workload within the department.

The successful candidate will have a strong background in handling Wills and Probate cases, with a minimum of 5 years' experience. Key responsibilities will include:

  • Overseeing the handling of Wills and Probate cases from start to finish
  • Advising on and drafting various documents, including Wills, Probate, Powers of Attorney, Court of Protection, Trusts, Estate Planning, and Wealth Management and Inheritance Tax

In addition, the candidate will be required to:

  • Train and supervise junior team members
  • Participate in business and development activities

The key skills and qualifications for this role include:

  • IT literacy with ability to work effectively on a case management system
  • Excellent client care and interpersonal skills
  • Ability to work well as a team and independently

Benefits of this role include:

  • Competitive salary up to £45,000 per annum
  • Flexible working arrangements with potential to work from home 2 days per week


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