Wills, Trusts and Probate Fee Earner

Wills, Trusts and probate fee earner
Location: Sheffield
Salary: £25,000- £30,000
Contract: Full Time, Permanent

Our client is a leading local law firm with a fantastic reputation within the area. Due to the continued success of this department they are now looking to recruit a Wills, Trust and probate fee earner. This is a fantastic opportunity for either an experienced fee earner looking for an move that will allow for a team to be built around you or for an experienced wills, trusts and probate paralegal looking for the next step into a fee earning capacity.

Working with the Dispute Resolution Team Manager, there will be opportunities to get involved in business development and networking. The role will be instrumental in developing and driving growth in the department.


As Wills and Probate Fee Earner you will be a confident, proactive, structured individual who will be experienced in a broad range of Wills, Trusts and General Probate matters including, but not limited to:-


* Preparation of Wills, including those utilising trusts to assist with more complex family situations;
* IHT/CGT Planning;
* Preparation of Powers of Attorney to include registration of EPAs and LPAs;
* Court of Protection practice;
* Administration of taxable and non taxable estates;
* Trust administration;


Core Responsibilities:

* To provide an ongoing exceptional service to existing clients;
* To work with the Dispute Resolution Team Manager to develop new business;
* Develop and enhance the Wills, Trusts, and Probate offering within the department;
* Manage your own broad caseload of wills, probate and trust matters;
* Consistently achieve KPIs and individual objectives and targets whilst understanding the commercial needs of the business;
* To produce fee income in line with targets and agreed objectives;
* To keep informed of all changes in the Law and Practice in your own area of work;
* To maintain and enhance up to date legal skills;
* Financial control with particular regard to cash flow control through collection of monies on account and billing procedures;
* Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures;


Qualifications & Experience:

* At least 2 years Wills, Trusts and Probate experience;
* Experience in all mainstream private client matters to include wills, power of attorney, tax planning, Court of protection practice, special needs trusts, and estate administration;
* Clear understanding of Money Laundering Regulations and Solicitors Accounts Rules;
* Ability to identify and deal with clients who may have issues with mental capacity;
* Ability to create and nurture relationships with key clients at all levels;
* Desire and ability to provide a high quality service;
* Excellent written and numeracy skills;
* Excellent time management and organisational skills, and meeting deadlines;
* An incredible eye for detail with an ability to think outside the box;
* Proficiency in case management and management tools such as MS Word and Excel;
* Expert communicator and collaborator, with exceptional client care skills;
* High levels of integrity and empathy;
* Thrives in fast-paced environments and demonstrates a bias for action with an ability to multi-task and pivot while working on varying deadlines & scopes;
* Enthusiasm for personal and team marketing opportunities;

If you're interested in this vacancy, please click the apply button. Alternatively, if you would like further information, please call Ross Roberts at CRA on 0114 241 8030.