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- Wills
- Trusts
- Probate and power of attorney matters
- Court of protection
- General elderly client services
- To establish and maintain excellent relationships with clients
- To undertake administrative tasks in accordance with company procedures, including:
- Responding promptly to all enquiries from new and existing clients, fully completing client opening details on the relevant system
- Closing matters in an efficient and timely manner, including following up all cases with client satisfaction questionnaires
- To achieve billing and time recording targets
- To maintain financial control of own ledgers (cash flow control and ensuring profitability of the department)
- To participate in marketing and networking activities
- To ensure the confidentiality of the firm’s and client’s documentation and information
- Willingness to attend networking and business development events
- Flexible attitude to hours and nature of work
- Hybrid working schemes
- 25 days annual leave plus bank holidays.
- Contribution to legal fees
- Death in service benefit
- Birthday off
- Christmas and profit share bonus
- Access to ‘cycle to work’ scheme
- Medicash Health Plan
- Private Medical Insurance, to name a few
