Wills, Probate, Tax & Trusts Solicitor Department: Wills, Probate, Tax & Trusts Employment Type: Permanent - Full Time Location: Derby, UK Description This role is responsible for managing a personal caseload of Wills, Probate, Tax & Trust matters whilst also supporting on more complex matters with senior members of the team. Responsible for liaising directly with clients and ensuring a high level of client care is provided at all times. This role reports directly to the Head of Wills, Probate, Tax & Trusts. Key Responsibilities * Manage a varied caseload of Wills, Probate, Tax & Trust matters that will include; * Providing general advice to clients on all aspects of Wills, Probate, Tax & Trust processes. * Preparing lasting powers of attorney. * Preparing deputyship orders. * Dealing with estate administration. * Advising on risks of death, divorce or bankruptcy in respect of lifetime gifting. * Advising on obtaining grants of probate. * Advising on letters of administration. * Settling estate liabilities. * Administering estates in accordance with the correct procedures. * Obtaining deputyship orders from the Court of Protection as required. * Acting on behalf of court-appointed deputies. * As well as managing a personal caseload of WPTT matters, this role is responsible for supporting on more complex matters alongside senior members of the team. * Ensure matters are kept up to date in systems and new advancements are communicated to the relevant team members. * Record all time in the Tikit system, including non-billable activities. * Take responsibility for managing the client experience. Attend client meetings where necessary. * Takes a keen interest in business development for the department and contributes where required. * Supports departmental audits as and when required. * Take on additional tasks as reasonably required by the Head of Wills, Probate, Tax & Trusts. Skills, Knowledge and Expertise You will: * You will have a minimum of 2 years PQE in a wills, probate, tax and trusts role. * Possess exceptional client care skills. * Have intermediate knowledge of Microsoft Office. * Be highly motivated and able to add value to the role. * Be able to demonstrate proactive management of matters with a minimum of supervision. * Be a team player and able to get on with others. * Possess networking and client development skills. Disclosure will be required in the event that a position is offered. Financial checks will be required in the event that a position is offered. Benefits What we offer? * Competitive salary * Bonus potential * Great working environment at our Derby head offices * Car parking provided by the firm * Career development opportunities * 27 days holiday plus bank holidays * Options to buy & sell 1 week’s holiday * 1 week’s holiday carry over * Extra day off for your birthday * Staff card discount scheme for local shops * Social days and evenings on the firm * Staff discounts on legal services #J-18808-Ljbffr
