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An opportunity to join Adviser Legal, dealing specifically with private client matters. We are looking for those of you who wish to join a new, fast expanding law firm offering Private Client services. The work will include obtaining Grants of Probate and dealing with estate administration, will drafting and drafting of Lasting Powers of Attorney applications with a particular focus on probate work.
Job Responsibility
Onboard new clients ensuring compliance with legislation
Enter and maintain client data onto the case management system
Prepare legal statements
Prepare inheritance tax returns
Liaise with our clients and ensure clients are kept up to date on case progress
Work with effective time management to ensure that all deadlines are achieved and client needs met
Ensure accurate and timely billing of all files
Liaise with HMRC and the Probate Registry
Maintain knowledge of private client law
Requirements
Experience of working in wills and probate (preferred)
Understanding of the probate process (preferred)
Ability to work independently
Excellent client care and communication skills
Ability to prioritise work
Excellent attention to detail
Understanding of case management systems (preference)
Friendly and compassionate
Ability wo work as part of a team
Nice to have
Experience of working in wills and probate
Understanding of the probate process
Understanding of case management systems
What we offer
Flexible working & holidays - Enjoy flexible working and 28 days holiday
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals