Key Responsibilities
• Manage your own caseload of Private Client matters from instruction through to completion.
Advise clients on:
• Wills
• Lasting Powers of Attorney (LPAs)
• Probate and Estate Administration
• Court of Protection matters
• Testamentary trusts and related estate planning matters
• Draft Wills, LPAs and other Private Client documentation.
• Prepare and submit Probate Registry applications.
• Support and supervise members of the team, providing guidance and mentoring where appropriate.
• Deliver a compassionate, professional service to elderly, vulnerable and bereaved clients.
• Attend client appointments at the office, in care homes and at clients' homes where required.
• Maintain accurate case records and ensure effective file management.
• Prepare correspondence and legal documentation to a high standard.
• Ensure work is completed efficiently and within agreed timescales.
• Contribute to the continued development and success of the department.
• Take an active role in your own professional development and continuous learning.
About You
• Qualified Solicitor or CILEX status.
• A minimum of 3 years' PQE (or equivalent experience).
• Strong technical knowledge of Wills, LPAs, Probate and Estate Administration.
• Knowledge of the Mental Capacity Act.
• Experience advising on testamentary trusts and wider estate planning matters.
• STEP qualification or working towards STEP accreditation would be advantageous but is not essential.
• Experience supervising or mentoring colleagues.
• Excellent organisational and time management skills.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
Salary description
£35000.00 - £55000.00 per year