Private Client Case Handler in Gosforth

What you’ll be doing:<\/span><\/span><\/b>
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• Managing a varied caseload of Private Client matters from instruction through to conclusion<\/span><\/span>
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• Preparing and advising on Wills, Lasting Powers of Attorney, and estate administration matters<\/span><\/span>
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• Assisting clients with Probate and the administration of estates<\/span><\/span>
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• Liaising with clients, beneficiaries, financial institutions, and third parties<\/span><\/span>
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• Drafting legal documents, correspondence, and client reports<\/span><\/span>
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• Ensuring matters are progressed efficiently and in accordance with agreed service standards<\/span><\/span>
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• Maintaining accurate records and updating the Case Management System<\/span><\/span>
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• Delivering excellent levels of client care and communication throughout each matter<\/span><\/span>
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• Ensuring compliance with all regulatory, AML, GDPR, and internal procedural requirements<\/span><\/span>
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• Supporting colleagues and contributing positively to the wider Private Client team<\/span><\/span>
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  Requirements<\/h3>What we’re looking for:<\/span><\/span><\/b><\/span><\/p>Previous experience handling Private Client matters, including Wills, Probate, and Lasting Powers of Attorney<\/span><\/span><\/span><\/li>Ability to manage a caseload with an appropriate level of supervision<\/span><\/span><\/span><\/li>Excellent client care and relationship -building skills<\/span><\/span><\/span><\/li>Strong organisational skills and attention to detail<\/span><\/span><\/span><\/li>Ability to prioritise workload and manage competing deadlines effectively<\/span><\/span><\/span><\/li>Excellent written and verbal communication skills<\/span><\/span><\/span><\/li>Good IT skills, including experience using Case Management Systems<\/span><\/span><\/span><\/li>Strong understanding of compliance, confidentiality, AML regulations, and data protection requirements<\/span><\/span><\/span><\/li>A professional, empathetic, and approachable manner<\/span><\/span><\/span><\/li>A desire to continue developing within a Private Client environment<\/span><\/span><\/span><\/li><\/ul>Qualifications such as CILEX, STEP, Solicitor qualification, or equivalent experience would be advantageous, although applications are welcomed from experienced Private Client professionals at a variety of levels.<\/span><\/span><\/span><\/p><\/div><\/span>Benefits<\/h3>Where you’ll be:<\/span><\/span><\/b><\/span><\/p>This role can be based from any of our offices in<\/span> South Shields or Gosforth<\/span><\/b>, working as part of a collaborative legal team within a growing and innovative legal services group.<\/span><\/span><\/span><\/p>Hybrid working opportunities may be available depending on experience and business requirements.<\/span><\/span><\/span><\/p><\/span><\/span><\/div>Salary:<\/span><\/span><\/b><\/span><\/p>Up to £50,000<\/span><\/span><\/b>, depending on experience<\/span><\/span><\/span><\/p>Ongoing training, development, and progression opportunities<\/span><\/span><\/span><\/li><\/ul><\/span><\/span><\/div>About Sort Group:<\/span><\/span><\/b><\/span><\/p>Sort Group<\/span><\/span><\/b> is a group of forward -thinking businesses operating across legal, financial, and property services. We are committed to delivering outstanding client service while investing in our people, technology, and continued growth. Our legal teams play a vital role in supporting clients through important life events with professionalism, expertise, and care.<\/span><\/span><\/span><\/p><\/span><\/span><\/div>If you're an experienced Private Client professional looking to join a supportive and ambitious organisation where your expertise will be valued and your career can continue to grow, we'd love to hear from you.<\/span><\/span><\/b><\/span><\/p>Apply now.<\/span><\/span><\/b><\/span><\/p><\/div><\/span>