Solicitor - Private Client

 

Due to the expansion of our clients Private Client/Probate department, a new position has arisen for a qualified Probate/Private Client Solicitor.

 

Roles and Responsibilities
Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases. Working autonomously to proactively take on areas of file handling with minimum supervision and always providing excellent client care.

 

A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services with at least 4 years’ experience managing estate administration cases.

 

Knowledge of private client work and a willingness to proactively develop technical expertise and keep up to date with legal developments.

 

•    Strong communication skills
•    Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
•    Communicating and maintaining a relationship with clients and associates via letter, email and telephone
•    Collecting relevant financial information for our solicitor to submit the probate application
•    Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates
•    Collection or transfer of assets to the beneficiaries
•    Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors
•    Completing and submitting relevant income tax returns
•    Reconciling Executor accounts
•    Drafting and completing estate accounts, reconciled to the Executor account
•    Obtaining Executor approval of estate accounts
•    Completing adequate searches in order to settle the estate upon completion of the administration
•    Ensuring deadlines are being met on own files and files within team
•    Ensuring policies and procedures are being followed

 

•    25 Days Annual Leave
•    Birthday Day off
•    Eyecare scheme
•    Christmas shutdown
•    Long Service Awards