Sector | Legal
Vacancy Type | Hybrid Working
Job Type | Permanent
Location | Wirral
Wills & Probate Fee Earner
Ref: CS825
Salary: Circa £30-45k Neg. DOE
What’s in it for you!
• Salary circa £30-45k negotiable DOE.
• Full time hours (Monday – Friday 9am – 5pm)
• 20days holiday plus bank holidays and 4days Christmas shut down
• Benefits include Perkbox and Medicash
• Workplace pension (Employee 5%, Employer 4%)
• Hybrid working (50/50) model after at least 1 month (could be longer depending on training)
• Free parking available
Why we’d work there!
Hybrid Working model
Friendly team and working culture
Good staff retention levels
What you’ll do
To run caseload of Estate Administration, Probate and Trust administration cases which may include:
• Communication with clients and third parties by telephone, e-mail, video call and post.
• Providing legal advice.
• Identifying upselling / cross selling opportunities.
• Legal research.
• Obtaining the file after client care pack is received and running to conclusion.
• Legal drafting including deeds of variation, affidavits, legal statements and estate accounts.
• Identifying entitlement to Grants and assessing will validity.
• Advising clients on Inheritance tax, and filing Inheritance Tax Returns.
• Identification of liability for income tax and Capital Gains tax.
• CREDAS Identification checks.
• Maintaining organised and well-maintained files.
• Assist other members of the immediate and wider department as required.
• Review of files with solicitors, senior team members and head of department with technical issues.
• Report to head of department with any complaints, conflict of interest or high risk matters.
• Recording time and preparing bills.
• Delegating to team admin assistants to progress matters.
• Working with paralegals across the whole team in relation to Wills and LPAs.
• Use of case management system.
• Accurately maintain client records and correspondence, making sure that all compliance and regulatory standards are met.
• Some trust drafting, complex will drafting cases may be required.
Experience you need
Qualified Solicitor or equivalent
Proven ability in numeracy and verbal and written communication
Sound theoretical knowledge of probate processes and procedures from start to end of a transaction
Ability to work under own initiative whilst managing all aspects of caseload
Communicate clearly and effectively both written and verbally
Ability to work proactively and effectively under pressure
Be confident in decision making and exercise of judgement
Accuracy and attention to detail
Computer literate/keyboard skills
Data entry skills
How you apply!
Email your CV to admin@jfrecruit.co.uk
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