Wills, Trusts & Probate Fee Earner
| Role | Wills, Trusts & Probate Fee Earner |
|---|---|
| Location | Ware (Hybrid) |
| Salary | £DOE |
Our client, a leading regional firm recognised for its full range of legal services for individuals and businesses, are seeking a qualified solicitor/CILEX to join their growing WTP (Post-Death) team. The ideal candidate will be NQ-3 years PQE, and either hold a STEP membership or be keen to work towards this accreditation.
Key Responsibilities:
- Some taking of instructions and preparation of Wills, LPAs and general PoAs.
- Workload will predominately involve Probate and administration of estates, from the basic (below IHT threshold) to the more valuable/taxable estates involving IHT400’s.
- Ability to administer estates where the deceased has died intestate and a good understanding of the intestacy rules and procedures.
- Understanding of trusts and basic principles of tax affecting trusts upon creation and during the lifetime of the trust
- Basic understanding of the set up and administration of Life Interest trusts and Discretionary trusts following a death where such trusts are to be found in a deceased Will
- Awareness and experience of issues affecting the older client in particular and understanding the Court of Protection and Deputy ship work
Requirements:
- NQ-3 years PQE (Solicitor of CILEX).
- STEP membership is highly desirable, but not essential.
- Good team player, self-sufficient, and self-supporting.
- Ability to deal with clients from a broad demographic from the more modest to the high net worth.
- Willingness to get to get involved in networking and business development activities where the opportunity presents itself and be a great ambassador for the hiring firm, in general.
- Awareness of opportunities to cross-refer work within the department and also to other departments within the firm.
- Ability to work calmly and methodically under pressure.
- Car owner beneficial.
Benefits:
Financial Benefits:
- Competitive Salary
- Firm-wide and fee- earner bonus schemes
- Contributory pension scheme
- Annual season ticket loans
- Referral rewards for successfully referring new recruits
Health and Wellbeing Benefits:
- Generous annual leave entitlement
- Flexible and Hybrid working
- Enrolment into healthcare cash plus
- Employee Assistance Scheme- which provides free advice to employees struggling with personal problems that are impacting their work, health or wellbeing
- Designated mental health first aiders
- Access to wellbeing webinars
- Free fruit for all employees
Social Benefits:
- Annual summer social
- Annual Christmas party
- Lunchtime social events such as social walks, picnics, charity bake off
- Quarterly staff lunches
- Annual online staff quiz
Career Development:
- A clear path to promotion with objectives and competencies for those looking to progress into more senior positions
- Six-monthly appraisal scheme
- Monthly one-to-ones and departmental meetings
- Support for various panel memberships and legal accreditations
- Ongoing regulatory and compliance training
- Business development, marketing and networking opportunities
Categories: Wills and Probate,