Wills, Trusts and Probate - Fee Earner

Job Description

Wills, Trusts and Probate - Fee EarnerSalary £30-50k depending on experiencePLEASE NOTE: THIS CAN BE A WORK FROM HOME ROLEContract: Full Time (Part-Time Considered), PermanentOur client is a leading local law firm with a fantastic reputation within the area. Due to the continued success of this department they are now looking to recruit a Wills, Trust and Probate fee earner.This is a fantastic opportunity for either an experienced fee earner looking for a move that will allow for a team to be built around you or for an experienced Wills, Trusts and Probate paralegal looking for the next step into a fee earning capacity.The role will be instrumental in developing and driving growth in the department.As Wills and Probate Fee Earner you will be a confident, proactive, structured individual who will be experienced in a broad range of Wills, Trusts and General Probate matters including, but not limited to:-

• Preparation of Wills, including those utilising trusts to assist with more complex family situations;
• IHT/CGT Planning
• Preparation of Powers of Attorney to include registration of EPAs and LPAs
• Court of Protection practice;
• Administration of taxable and non taxable estates
• Trust administration

Core Responsibilities:

• To provide an ongoing exceptional service to existing clients
• To work with the Dispute Resolution Team Manager 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

Qualifications & Experience:

• At least 1 year 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 skill
• 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

Keyskills :
Dispute ResolutionMoney LaunderingTax PlanningWills