At a Glance
- Tasks: Manage a busy caseload in Wills and Probate, helping clients with estate administration.
- Company: Join a friendly and established law firm in Warrington.
- 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: 2 years PQE and experience in private client work required.
- Other info: Enjoy a paper-light environment with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a qualified Private Client / Wills and Probate Lawyer to join our busy Warrington Office. The successful candidate will be taking over a very busy, successful and well managed caseload supported.
Responsibilities 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 you
- 2 years PQE + Experience in the full spectrum of private client work necessary.
- Ability to work in a paper light environment.
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 - Warrington employer: 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 - Warrington
✨Network Like a Pro
Get out there and connect with people in the legal field! Attend local events, join relevant groups on social media, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching common questions for private client lawyers and practising your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses. Show them you’re not just qualified, but also passionate about helping clients with their wills and probate needs!
✨Showcase Your Skills
When you get the chance, highlight your experience with estate administration, tax forms, and client advising. We want to see how you can bring value to the team, so don’t hold back on sharing specific examples of your past successes in these areas!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Lawyer - Private Client / Wills and Probate - Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client / Wills and Probate role. Highlight your PQE and any relevant cases you've handled to show us you're the right fit!
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 your experience aligns with our needs. Keep it engaging and personal – we want to get to know you!
Showcase Your Business Development Skills: Since business development is key for this role, don’t forget to mention any successful strategies or initiatives you've led in the past. We love seeing how candidates can contribute to our growth!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at HCB ACCOUNTANTS LLP
✨Know Your Stuff
Make sure you brush up on the specifics of private client law, especially around Wills and Probate. Familiarise yourself with the processes of Grant of Probate, tax forms, and estate administration. Being able to discuss these topics confidently will show that you're ready to take on the busy caseload.
✨Showcase Your Experience
Prepare examples from your previous work that highlight your experience in handling estates, advising clients, and drafting legal documents. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see your capabilities.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client care, their business development strategies, or how they support their lawyers in a paper-light environment. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Be Personable and Approachable
Since you'll be dealing with sensitive matters, it's crucial to convey warmth and empathy during your interview. Practice your interpersonal skills and be ready to demonstrate how you can build rapport with clients, especially the elderly or those needing extra support.