The Role:
The successful candidate will work alongside the Managing Partner at my clients New Mills office to support the growing Private Client case load. Applicants need to have had at least 5 years’ experience in dealing with Private Client matters.
This will be a varied role including numerous tasks to ensure the smooth running of matters but some of the main duties will include
Key Responsibilities:
• Dealing with the preparation of initial Client Onboarding
• Liaising with Clients and other Third Parties
• Dealing with all aspects of Client Matter Compliance
• Taking new instructions for Wills, Lasting Powers of Attorney, Administration of Estates, Tax Returns, IHT Planning
• Will writing and creating Lasting Powers of Attorney
• Full Administration of Estates including the preparation of documents such as Deeds of Variation, Deed of Appointment, Appropriation and Renunciation
• Assisting on complex Probate cases such as foreign assets and Trusts
Benefits:
• Additional annual leave.
• Employee discounts.
• Parking pass.
• Support for further qualifications and ongoing professional development.
• Modern case management system and IT support.
• Friendly and supportive team culture.
• Opportunities for progression to senior roles and management.
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
£40000.00 - £70000.00 per year