Wills, Trusts & Probate Fee Earner

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Wills, Trusts & Probate Fee Earner

Role	Wills, Trusts & Probate Fee Earner
Location	Ware (Hybrid)
Salary	£DOE

Our client, a leading regional firm recognised for its full range of legal services for individuals and businesses, are seeking a qualified solicitor/CILEX to join their growing WTP (Post-Death) team. The ideal candidate will be NQ-3 years PQE, and either hold a STEP membership or be keen to work towards this accreditation. Key Responsibilities:

• Some taking of instructions and preparation of Wills, LPAs and general PoAs.
• Workload will predominately involve Probate and administration of estates, from the basic (below IHT threshold) to the more valuable/taxable estates involving IHT400’s.
• Ability to administer estates where the deceased has died intestate and a good understanding of the intestacy rules and procedures.
•  Understanding of trusts and basic principles of tax affecting trusts upon creation and during the lifetime of the trust
• Basic understanding of the set up and administration of Life Interest trusts and Discretionary trusts following a death where such trusts are to be found in a deceased Will
• Awareness and experience of issues affecting the older client in particular and understanding the Court of Protection and Deputy ship work

Requirements:

• NQ-3 years PQE (Solicitor of CILEX).
• STEP membership is highly desirable, but not essential.
• Good team player, self-sufficient, and self-supporting.
• Ability to deal with clients from a broad demographic from the more modest to the high net worth.
• Willingness to get to get involved in networking and business development activities where the opportunity presents itself and be a great ambassador for the hiring firm, in general.
• Awareness of opportunities to cross-refer work within the department and also to other departments within the firm.
• Ability to work calmly and methodically under pressure.
• Car owner beneficial.

Benefits:

Financial Benefits:

• Competitive Salary
• Firm-wide and fee- earner bonus schemes
• Contributory pension scheme
• Annual season ticket loans
• Referral rewards for successfully referring new recruits

Health and Wellbeing Benefits:

• Generous annual leave entitlement
• Flexible and Hybrid working
• Enrolment into healthcare cash plus
• Employee Assistance Scheme- which provides free advice to employees struggling with personal problems that are impacting their work, health or wellbeing
• Designated mental health first aiders
• Access to wellbeing webinars
• Free fruit for all employees

Social Benefits:

• Annual summer social
• Annual Christmas party
• Lunchtime social events such as social walks, picnics, charity bake off
• Quarterly staff lunches
• Annual online staff quiz

Career Development:

• A clear path to promotion with objectives and competencies for those looking to progress into more senior positions
• Six-monthly appraisal scheme
• Monthly one-to-ones and departmental meetings
• Support for various panel memberships and legal accreditations
• Ongoing regulatory and compliance training
• Business development, marketing and networking opportunities

Categories: Wills and Probate,

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