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Probate Executive

2 weeks ago

Waltham Cross, United Kingdom Talentspa Full time

Are you experienced in Wills, Trusts, and Probate Administration? You are keen to move forward in your career and feel that you would thrive in an energetic environment rather than beneath the slow ticking clock of a traditional law firm. Then come and joinour clients team in Waltham Cross.

The purpose of the role is to provide legal services to clients in relation to Wills, Lasting Powers of Attorney, Trusts, estate administration and capacity issues including deputyship.

They are a forward-thinking law firm with a proven track record of delivering high quality legal services to local communities since 1986. With offices in Solihull, Wolverhampton, Manchester, and Waltham Cross, we are truly a local firm with national reach.Our operating structure takes all the administrative headache away from the lawyers and leave them to look after day to day legal matters.

They are expanding their business and need individuals who are customer focused, resourceful, go getters to be the driving force behind their business ensuring that they achieve the best results possible for their clients. This role is primed for an individualwho is self-motivated and able to work equally well on their own or as part of a team.

**Salary**: £35,000 - £40,000 dependant on experience

**Hours**:37.5 hours per week

**Probate Executive Responsibilities**
- Preparation of Wills, advice on Trusts, capacity, Inheritance Tax
- Advising with respect to Trusts and preparation of appropriate Trust Documents.
- Advising and liaising with clients on probate matters; deputyships.
- To work within a team to develop the department.
- Networking and business development for contentious workflows.
- Reviewing and managing WIP and client financing in relation to ongoing matters.
- To achieve fees to meet monthly and year-end targets.
- Keep files well organised and properly updated in accordance with the firm’s policies.
- Compliance with Company standards and procedures.
- Pro-active with good interpersonal skills and an ability to communicate effectively, both orally and in writing.
- High level of attention to detail and an enquiring mind.
- The ability to manage time effectively, prioritising tasks to ensure that deadlines are met.
- The ability to understand clear and concise instructions.
- A keen team member, with the ability to accept responsibility and work on their own initiative.

**Probate Executive Requirements**:

- Strong background within private client legal services
- Independently manage own large case load with the support of a legal team
- Mentor a team of legal practitioners to develop, enrich and grow a team with a strong skillset
- Advance transactions in the best interest of the client, communicating where necessary, following up on information and action accordingly to update the team

**Probate Executive Benefits**:

- Competitive salary with potential for greater rewards
- A fun office with likeminded individuals who offer a strong supportive network
- An environment where your perspective matters and your development is at the forefront
- An opportunity to have a voice in the business and be a part of business-critical decisions
- A secure, progressive working environment
- Comprehensive training within your role speciality, leading to development and progression
- 20 days holiday excluding bank holidays
- Various lifestyle benefits