Overall Purpose: Deliver a professional, responsive, high quality service to our clients ensuring full compliance with policies and procedures laid out by the Firm and by regulatory bodies. To always act as an ambassador for the Firm, actively promoting its services. Key Accountabilities: Manage a varied client caseload of Wills, Trusts and Probates To be able to Network regularly to gain new Clients To perform any other duties as requested by colleagues, team leader or management staff. Advise on aspects of probate, will drafting, tax planning and estate administration and including powers of attorney Deal directly with clients, their families, and carers along with other third parties such as medical experts and case managers It is expected that you deliver high quality and sympathetic client care, build a good rapport with existing clients, and attract new clients. To ensure that the firm’s policies and procedures and those laid out by regulatory bodies such as the Solicitors Regulation Authority are always complied with fully. To contribute towards the effective management of risk by carrying out regular risk assessments on all matters, efficient file management and by providing excellent client care. Key Experience
Wills, Trusts & Probate Solicitor employer: Jackson Lees Group
The Jackson Lees Group is an exceptional employer, offering a supportive and collaborative work environment in Liverpool that prioritises the well-being and professional growth of its employees. With a strong commitment to delivering high-quality legal services, the firm fosters a culture of empathy and teamwork, ensuring that Family Solicitors can make a meaningful impact on the lives of children and families. Employees benefit from ongoing development opportunities and a values-driven approach that empowers them to excel in their roles.
