- To provide an ongoing exceptional service to existing clients;
- To work with the Directors to develop new business;
- Develop and enhance the Wills, Trusts, and Probate offering within the department;
- Manage your own broad caseload of wills, probate and trust matters;
- Consistently achieve KPIs and individual objectives and targets whilst understanding the commercial needs of the business;
- To produce fee income in line with targets and agreed objectives;
- To keep informed of all changes in the Law and Practice in your own area of work;
- To maintain and enhance up to date legal skills;
- Financial control with particular regard to cash flow control through collection of monies on account and billing procedures;
- Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures;
- You may be required to perform any other duties and to work in any other areas as requested by the Company if necessary, which may include other offices and those of clients.
- At least 3 years Wills, Trusts and Probate experience;
- Experience in all mainstream private client matters to include wills, power of attorney, tax planning, Court of protection practice, special needs trusts, and estate administration;
- Clear understanding of Money Laundering Regulations and Solicitors Accounts Rules;
- Ability to identify and deal with clients who may have issues with mental capacity;
- Ability to create and nurture relationships with key clients at all levels;
- Desire and ability to provide a high quality service;
- Excellent written and numeracy skills;
- Excellent time management and organisational skills, and meeting deadlines;
- An incredible eye for detail with an ability to think outside the box;
- Proficiency in case management and management tools such as MS Word and Excel;
- Expert communicator and collaborator, with exceptional client care skills;
- High levels of integrity and empathy;
- Thrives in fast-paced environments and demonstrates a bias for action with an ability to multi-task and pivot while working on varying deadlines & scopes;
- Enthusiasm for personal and team marketing opportunities;
- Monday to Friday – Office Hours – 9.00am – 5.00pm with 1 hour’s lunch break.
- Industry leading training.
- Competitive starting salary DOE.
- Access to on demand CPD.
- Additional Annual Leave entitlement for long service.
- Opportunities for you to progress and develop further in line with our expansion strategy.
- Pension Scheme.
- Lucrative ‘Refer a friend scheme’.
- Free Costco Card.
- Employee Assistance Programme.
- Death in service benefit.
- Annual Summer and Christmas Parties.
- Award Events.