Wills and Probate Specialist

4 weeks ago


Lincoln, Lincolnshire, United Kingdom Connectment Full time
Job Title: Wills and Probate Specialist

About the Role:

We are seeking a highly skilled Wills and Probate Specialist to join our thriving private client department. As a key member of our team, you will be responsible for assisting with the allocation of work within the department, as well as providing training and supervision to junior team members.

Key Responsibilities:

Handling a range of Wills and Probate cases from start to finish
Advising on and drafting Wills, Probate, Powers of Attorney, Court of Protection, Trusts, Estate Planning, and Wealth Management and Inheritance Tax
Assisting with business development activities

Requirements:

Minimum 5 years' experience in handling Wills and Probate cases
IT literacy with ability to work effectively on a case management system
Excellent client care and interpersonal skills

Benefits:

Competitive salary based on experience
Flexible working, including working from home days and core hours between 7am – 7pm
Performance bonus
Pension scheme
25 days annual leave plus bank holidays and Christmas week closure
Funding for training and/or subscriptions
Staff discounts
Employee social events
Employee health and welling events
Long-service awards
Casual dress down days
Bring your pet to work days
On-site parking

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