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

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

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
Present a professional image at all times to clients
Well presented, confident and have first class communication skills
Hard working and 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
Outstanding communication skills and written skills

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, 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

Wills & Probate Solicitor or equivalent

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

Location

United Kingdom , Peterborough; Boston

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 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

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
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
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

Trusts & Estates Legal Assistant (Private Wealth Group)

A nationally recognized law firm with a sophisticated Private Wealth practice is...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience as a legal assistant, preferably within trusts & estates, private wealth, or estate planning
Strong knowledge of estate planning documents and terminology (wills, trusts, probate processes, etc.)
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and deadlines effectively
Strong written and verbal communication skills with a client-service mindset
Proficiency in Microsoft Office (Word, Outlook, Excel)
experience with document management systems is a plus
Professional demeanor and ability to handle confidential information with discretion

Job Responsibility

Supporting attorneys in the preparation and drafting of estate planning documents including wills, trusts, powers of attorney, and related instruments
Assisting with trust and estate administration, including probate filings and asset coordination
Managing attorney calendars, deadlines, and client communications with a high level of professionalism
Preparing correspondence, engagement letters, and maintaining organized client files
Coordinating with clients, financial advisors, and outside professionals to gather documentation and information
Handling e-filing and court filings, as needed
Performing general administrative and legal support duties in a fast-paced, detail-oriented environment

What we offer

robust health coverage
retirement plan
PTO
additional firm perks
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

New

Trusts & Estates Paralegal

Our client, a successful & growing law firm, is seeking a Trusts & Estates Paral...

Location

United States , Boston

Salary:

95000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience in trusts & estates
Strong experience supporting estate planning, probate, and trust administration matters
Knowledge of Massachusetts probate and trust administration procedures
Excellent written and verbal communication skills, proofreading ability, and attention to detail
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to interact professionally with clients, families, fiduciaries, and professional advisor
Experience working with Microsoft Office Suite and legal document management systems
Ability to maintain confidentiality and handle sensitive information
Paralegal certificate preferred but not required

Job Responsibility

Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing
Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence
Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts
Assist with the preparation and filing of estate tax and gift tax returns
Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties
Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents
Prepare assignments of interest documents
coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions
Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings
Maintain organized client files and assist with ongoing matter management

What we offer

bonuses
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

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Legal Advisor Wills & Probate

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