Private Client Specialist

20 hours ago


Sheffield, Sheffield, United Kingdom Clear IT Recruitment Full time
About the Role: We are currently seeking a Private Client Specialist to join our team in Sheffield, South Yorkshire. As a Private Client Specialist, you will be responsible for advising clients on various aspects of private client law, including Wills, probate, trusts, and elderly client matters. You will also be required to manage a full caseload of existing files and build your own workload.

Responsibilities:
  • Advising clients on various aspects of private client law.
  • Managing a full caseload of existing files and building your own workload.
  • Supervising junior staff within the team.


Requirements:
  • Good working knowledge and experience of Wills, probate, trusts, and elderly client practice.
  • Knowledge and experience of Microsoft Office, including Word and Excel.
  • Experience preparing Estate or Trust Accounts and distribution of the same.
  • Good English, grammar, and spelling skills.
  • Numerical skills.
  • Excellent communication skills, with experience dealing with clients via telephone and face-to-face.


About Us: Our company is a leading recruitment agency specializing in the legal sector. We pride ourselves on providing exceptional service to our clients and candidates. With a strong presence in Sheffield, we offer a supportive and dynamic work environment. If you're looking for a challenging and rewarding role, please apply now.

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