Lawyer - Private Client / Wills and Probate - Walsall
Lawyer - Private Client / Wills and Probate - Walsall

Lawyer - Private Client / Wills and Probate - Walsall

Walsall Full-Time 36000 - 60000 £ / year (est.) No home office possible
HCB ACCOUNTANTS LLP

At a Glance

  • Tasks: Manage estates, prepare Wills, and advise on tax matters for clients.
  • Company: Join a friendly and established law firm in Walsall.
  • Benefits: Competitive salary, monthly holiday bonus, and a supportive team environment.
  • Why this job: Make a real difference in clients' lives while developing your legal expertise.
  • Qualifications: 4 years PQE preferred; SFE and STEP membership is a plus.
  • Other info: Full-time role with excellent career growth opportunities.

The predicted salary is between 36000 - 60000 £ per year.

We are seeking to recruit an experienced fee earner to join our expanding Wills and Probate/Private Client team at our Walsall office. The ideal candidate will have 4 years PQE. SFE and STEP membership is an advantage.

About the role / Duties:

  • Dealing with administration of estates from start to finish.
  • Preparation and application for Grant of Probate and Letters of Administration.
  • Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
  • Attending to house clearances where appropriate.
  • Collecting in and realising assets and paying liabilities.
  • Distributing the estate and preparing income and distribution accounts.
  • Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.

Wills:

  • Taking instructions and advising as necessary.
  • Assessing the capacity of the Client, where necessary.
  • Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation.
  • Drafting, preparation and attesting of Wills.
  • Applying for Statutory Wills, where necessary.

Trusts and Tax:

  • Advising generally with regard to Trusts.
  • Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation.
  • Drafting Trust documents.

Powers of Attorney/Lasting Powers of Attorney:

  • Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
  • Assessing the capacity of the Client, where necessary.
  • Drafting Powers of Attorney.
  • Preparing applications with regard to the registration of Enduring Powers of Attorney.
  • Acting as Certificate Providers.

Advising and looking after interests of elderly clients:

  • Dealing with their affairs either under Power of Attorney or without Power of Attorney.
  • Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets.
  • Advising with regard to DSS benefits and making necessary applications.
  • A knowledge of social care and CHC funding would be useful.

Court of Protection:

  • Making applications to the Court for the appointment of a Deputy and all relevant orders and directions.
  • Complying with terms of Court Orders and directions.
  • Producing accounts for the Court.
  • Dealing with all necessary formalities of the Court and generally with the Patient’s affairs.

Business Development:

  • Proven experience of business development.

About the role:

  • Hours – Full Time - Monday to Friday - 09:00 - 17:15.
  • Position - Permanent.
  • Salary dependent on experience.
  • Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved).
  • This role will be working within a friendly, well-established and approachable team.
  • Working on a fixed fee basis means there is no uncertainty as to your outlay.

Lawyer - Private Client / Wills and Probate - Walsall employer: HCB ACCOUNTANTS LLP

Join our dynamic Wills and Probate/Private Client team in Walsall, where we prioritise a supportive work culture that fosters professional growth and development. With a focus on employee well-being, we offer a monthly holiday bonus scheme and a friendly environment that encourages collaboration and innovation, making us an excellent employer for those seeking a fulfilling career in law.
HCB ACCOUNTANTS LLP

Contact Detail:

HCB ACCOUNTANTS LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Lawyer - Private Client / Wills and Probate - Walsall

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, attend local events, and join relevant groups. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the firm and its culture. Understand their approach to Wills and Probate, and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate!

✨Tip Number 3

Practice your pitch! Be clear about your skills and experiences, especially those related to estate administration and tax advice. A confident and concise introduction can make a lasting impression.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Lawyer - Private Client / Wills and Probate - Walsall

Private Client Law
Wills and Probate
Grant of Probate
Inheritance Tax
Income Tax
Capital Gains Tax
Tax Mitigation
Estate Administration
Client Capacity Assessment
Drafting Wills
Trusts Law
Powers of Attorney
Court of Protection Applications
Business Development
Financial Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of Lawyer in Wills and Probate. Highlight your relevant experience, especially your PQE and any SFE or STEP memberships. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client work and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!

Showcase Your Experience: When detailing your experience, focus on specific duties you've handled that relate to the job description. Whether it's dealing with estates or advising clients on tax matters, we want to know how you've made an impact in your previous roles.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our friendly team!

How to prepare for a job interview at HCB ACCOUNTANTS LLP

✨Know Your Stuff

Make sure you brush up on your knowledge of Wills and Probate law, especially around Inheritance Tax and Capital Gains Tax. Familiarise yourself with the specific duties mentioned in the job description, like preparing Grant of Probate applications and dealing with estate administration.

✨Showcase Your Experience

Be ready to discuss your previous experience in detail, particularly any cases you've handled that relate to the role. Highlight your PQE and any relevant memberships like SFE or STEP, as these will set you apart from other candidates.

✨Demonstrate Client Care Skills

Since this role involves advising elderly clients and managing their affairs, be prepared to share examples of how you've successfully communicated with clients in sensitive situations. Show that you understand the importance of empathy and clear communication.

✨Ask Insightful Questions

Prepare some thoughtful questions about the firm’s approach to business development and client care. This shows your interest in the role and helps you gauge if the firm’s values align with yours. Plus, it gives you a chance to demonstrate your proactive attitude!

Lawyer - Private Client / Wills and Probate - Walsall
HCB ACCOUNTANTS LLP
Location: Walsall

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>