Private Client Legal Specialist

4 weeks ago


Epping, Essex, United Kingdom Reed Full time

Job Title: Private Client Legal Specialist

Job Summary: We are seeking a skilled Private Client Legal Specialist to join our team in Epping. The successful candidate will be responsible for onboard new clients, completing probate applications, and assisting in creating legal documents.

Key Responsibilities:

  • Onboard new clients by collecting necessary information, verifying identities, and conducting anti-money laundering (AML) checks.
  • Complete and submit forms required for probate applications, which involve handling the estate of a deceased person.
  • Assist in creating legal documents related to wills (testamentary documents) and Lasting Powers of Attorney (LPAs) that grant someone else the authority to make decisions on behalf of the client.

Requirements:

  • Must possess a minimum of 1 year's experience working within a similar position.
  • Law degree desirable.
  • Empathetic and patient personality type.
  • Excellent communication skills.

Benefits:

  • Working in a family-friendly firm within a nice town/environment.
  • Lucrative bonus scheme for qualified staff.
  • Flexibility.
  • Free parking.
  • Training potentially provided to those wishing to qualify.


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