Legal Advisor Wills & Probate Job at 360 Resourcing Solutions (Newark-on-Trent)

Legal Advisor Wills & Probate

A new opportunity has arisen for an experienced Legal Advisor to join our succes...

Location

United Kingdom , Newark-on-Trent

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience in Wills, Probate, Lasting Powers of Attorney and Deputyship applications to the Court of Protection
Knowledge of trusts
Willingness to work towards STEP
Professional image
Confident
First class communication skills
Hard working
Ability to work empathetically and sympathetically with bereaved clients
Flexible team player
Reliable and trustworthy

Job Responsibility

Actively promote the firm's full range of services but concentrate primarily on Wills, Probate and Private Client matters
Manage all client work allocated by Head of Department or other fee-earners
Ensure all client work is progressed expeditiously and client is kept informed on outcomes, progress and costs
Exercise high standards of client care
Ensure confidentiality and security of firm's and client documentation
Achieve agreed levels of billing and time recording
Maintain clear communications with other personnel
Ensure good working relationships with internal and external organisations
Attend to self-development
Comply with training requirements

What we offer

Highly competitive salary
Bonus scheme
Minimum of 25 days annual leave plus bank holidays
Staff discount
Wellbeing culture including access to paid counselling sessions
Annual Holiday Sale/Purchase scheme
Benefit platform membership
Life assurance
Flexible working options
Volunteering days

Fulltime

Legal Advisor Wills & Probate

A new opportunity has arisen for an experienced Legal Advisor to join our succes...

Location

United Kingdom , Lincoln

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Exposure during or post training to Wills, Probate, Lasting Powers of Attorney and Deputyship applications to the Court of Protection
Knowledge of trusts would also be helpful
A willingness to work towards STEP
Present a professional image
Well presented, confident
First class communication skills
Hard working
Able to work in an empathetic and sympathetic manner
A welcoming, positive and charismatic personality
Confident ability to interact and develop relationships

Job Responsibility

To actively promote the firm’s full range of services but to concentrate primarily on Wills, Probate and Private Client matters generally
To manage all client work allocated by the Head of Department or other fee-earners and in accordance with detailed procedures and quality standards contained in the firm’s Office Manual
To ensure that all client work is progressed expeditiously and that the client is kept regularly informed on realistic outcomes, progress and on costs
At all times to exercise high standards of client care in a professional and pleasant manner
To ensure the confidentiality and security of all of the firm’s and client documentation and information
To achieve agreed levels of billing and time recording per annum
To maintain clear and precise communications with other personnel of the firm
To ensure good working relationships with internal and external institutions and organisations
To take responsibility for and attend to self-development
In conjunction with the firm, to comply with the relevant training requirements

What we offer

Highly competitive salary
Bonus Scheme
Minimum of 25 days annual leave plus bank holidays
Staff discount
Wellbeing culture including access to paid for counselling sessions
Annual Holiday Sale/Purchase scheme
Benefit platform membership
Life Assurance
Flexible working options
Volunteering days

Fulltime

Legal Advisor Wills & Probate

A new opportunity has arisen for an experienced Legal Advisor to join our succes...

Location

United Kingdom , Newark-on-Trent

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Exposure during or post training to Wills, Probate, Lasting Powers of Attorney and Deputyship applications to the Court of Protection
Knowledge of trusts
Willingness to work towards STEP
Present a professional image
Well presented
Confident
First class communication skills
Hard working
Able to work in an empathetic and sympathetic manner
A welcoming, positive and charismatic personality

Job Responsibility

Actively promote the firm's full range of services but concentrate primarily on Wills, Probate and Private Client matters
Manage all client work allocated by the Head of Department or other fee-earners in accordance with procedures and quality standards
Ensure all client work is progressed expeditiously and that the client is kept regularly informed on outcomes, progress and costs
Exercise high standards of client care in a professional and pleasant manner
Ensure confidentiality and security of firm's and client documentation
Achieve agreed levels of billing and time recording
Maintain clear and precise communications with other personnel
Ensure good working relationships with internal and external institutions
Take responsibility for self-development
Comply with relevant training requirements

What we offer

Highly competitive salary
Bonus Scheme
Minimum of 25 days annual leave plus bank holidays
Staff discount
Wellbeing culture including access to paid for counselling sessions
Annual Holiday Sale/Purchase scheme
Benefit platform membership
Life Assurance
Flexible working options
Volunteering days

Fulltime

Legal Advisor Wills & Probate

A new opportunity has arisen for an experienced Legal Advisor to join our succes...

Location

United Kingdom , Newark-on-Trent; Nottingham

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Exposure during or post training to Wills, Probate, Lasting Powers of Attorney and Deputyship applications to the Court of Protection
Knowledge of trusts
Willingness to work towards STEP
Professional image
Well presented, confident and have first class communication skills
Hard working
Able to work in an empathetic and sympathetic manner when dealing with the bereaved and those facing a loss of mental capacity
A welcoming, positive and charismatic personality
Confident ability to interact and develop relationships with a variety of people
Desire and ability to make an impact with our client and the firm as a whole

Job Responsibility

Actively promote the firm’s full range of services but to concentrate primarily on Wills, Probate and Private Client matters generally
Manage all client work allocated by the Head of Department or other fee-earners and in accordance with detailed procedures and quality standards contained in the firm’s Office Manual
Ensure that all client work is progressed expeditiously and that the client is kept regularly informed on realistic outcomes, progress and on costs
At all times to exercise high standards of client care in a professional and pleasant manner
Ensure the confidentiality and security of all of the firm’s and client documentation and information
Achieve agreed levels of billing and time recording per annum
Maintain clear and precise communications with other personnel of the firm
Ensure good working relationships with internal and external institutions and organisations
Take responsibility for and attend to self-development
In conjunction with the firm, to comply with the relevant training requirements

What we offer

Highly competitive salary
Bonus Scheme
Minimum of 25 days annual leave plus bank holidays
Staff discount
Wellbeing culture including access to paid for counselling sessions
Annual Holiday Sale/Purchase scheme
Benefit platform membership
Life Assurance
Flexible working options
Volunteering days

Fulltime

Wills & Probate Solicitor Or Equivalent

A new opportunity has arisen for a qualified Legal Advisor to join our successfu...

Location

United Kingdom , Peterborough

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Qualified Legal Advisor
exposure during or post training to Wills, Probate, Lasting Powers of Attorney and Deputyship applications to the Court of Protection
knowledge of trusts would be helpful
willingness to work towards STEP
professional image
well presented
confident
first class communication skills
hard working
able to work in an empathetic and sympathetic manner when dealing with the bereaved and those facing a loss of mental capacity

Job Responsibility

To actively promote the firm's full range of services but to concentrate primarily on Wills, Probate and Private Client matters generally
To manage all client work allocated by the Head of Department or other fee-earners and in accordance with detailed procedures and quality standards contained in the firm's Office Manual
To ensure that all client work is progressed expeditiously and that the client is kept regularly informed on realistic outcomes, progress and on costs
At all times to exercise high standards of client care in a professional and pleasant manner
To ensure the confidentiality and security of all of the firm's and client documentation and information
To achieve agreed levels of billing and time recording per annum
To maintain clear and precise communications with other personnel of the firm
To ensure good working relationships with internal and external institutions and organisations
To take responsibility for and attend to self-development
In conjunction with the firm, to comply with the relevant training requirements

What we offer

Highly competitive salary
Bonus Scheme
Minimum of 25 days annual leave plus bank holidays (prorated for part time staff)
Staff discount
Wellbeing culture including access to paid for counselling sessions
Annual Holiday Sale/Purchase scheme
Benefit platform membership
Life Assurance
Flexible working options
Volunteering days

New Business Advisor - Probate

As a New Business Advisor for Probate, your primary responsibility is to handle ...

Location

United Kingdom , Wigan

Salary:

22800.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

5 GCSEs at grade C / 4 or above (or equivalent)
Experience dealing with high‑volume inbound calls
Customer service experience (phone‑based or face‑to‑face)
Experience within a sales or conversion‑focused role
Excellent telephone manner and strong listening skills
Good IT and keyboard skills
Strong organisation and time‑management skills
Ability to work calmly and productively amidst interruptions

Job Responsibility

Responding promptly and professionally to inbound Wills & Probate enquiries
Identifying client needs quickly and providing clear, accurate information
Offering quotes and guiding clients through the next steps of the process
Delivering exceptional customer service on every call
Building positive relationships with prospective clients
Proactively contributing to sales conversion and cross‑selling opportunities
Recording all new enquiries accurately on the case management system
Managing your workload effectively to ensure timely follow‑up and continuity
Ensuring compliance with all client care and quality procedures
Assisting with setting up new cases after instruction

What we offer

Generous annual leave (increasing with service)
Salary sacrifice pension scheme
Early monthly pay scheme
Life assurance
Hybrid working
Holiday sale & purchase scheme*
Wellbeing package (financial, physical & mental health support)
Free parking
Enhanced maternity & paternity pay*
Will writing service*

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Select Country

Legal Advisor Wills & Probate

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Legal Advisor Wills & Probate

Legal Advisor Wills & Probate

Legal Advisor Wills & Probate

Legal Advisor Wills & Probate

Legal Advisor Wills & Probate

Wills & Probate Solicitor Or Equivalent

New Business Advisor - Probate

Estate Planning Attorney

Estate Planning Attorney

Our AI answers in your language