Job Title: Wills, Trusts and Probate Lawyer
Location: West Yorkshire
Experience: 3 years in Wills, Trusts and Probate
Are you looking to join an employer that is forward thinking, innovative and that can offer you endless opportunities for you to progress and develop?
Or client is a specialist and dedicated business offering Conveyancing, Wills, Trusts and Probate, Employment Law and Dispute Resolution Services.
Our clients operate on a national basis offering an array of legal services. Their roots were established over 30 years ago, meaning that they have decades of experience in their respective fields.
Join our clients prestigious law firm where excellence meets opportunity. They pride themselves on delivering unparalleled legal services with a focus on integrity, innovation, and client satisfaction. With a team of seasoned professionals and a commitment to fostering a supportive and inclusive workplace culture, they strive to empower their employees to reach their full potential.
As the newly appointed 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.
Role responsibilities:
- 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.
What is needed from you:
- 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;
What is offered to you:
Their offices have been designed to be a high quality and pleasant working environment. In addition to a competitive salary and benefits package they offer:
- 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.
Our clients are offering more than a job, they offer a rewarding career where you can make a meaningful impact and grow both personally and professionally. As a member of their team, you will have the opportunity to work alongside talented professionals in a dynamic and collaborative environment.
They believe in investing in their employees and supporting their career development through training, mentorship, and advancement opportunities.
Send your CV today and be part of a firm that values diversity, equality, and inclusion, and is committed to making a difference in the lives of their clients and our community.
If you would like to hear more about this opportunity, please contact Emma Hall at QED Legal via the details provided.