Wills & Probate Team Leader
Andy File Associates Limited are working as a Recruitment Agency on behalf of our client with regards this permanent position
Job Purpose:
To supervise and provide technical support to the Wills, Trust and Probate advisors and be the first port of call for technical issues. Where appropriate to provide advice on further services from the business or its partners.
Principal Accountabilities/Tasks:
* To provide the Wills, Trust and Probate advisors with technical support on complex legal matters and to provide supervision and guidance on probate matters
* To review wills that have been prepared under the complex scheme to ensure accuracy and agreed departmental standards
* To draft complex wills as and when required
* Ability to understand technical issues and provide support to junior colleagues on such issues where required.
* To provide advice on complex wills matters to potential and existing clients as and when required
* To maintain and keep updated the case management system
* To ensure appropriate advice and guidance is offered to all potential and existing clients
* To meet strict deadlines and to comply with SLAs and KPIs of the business
* To adhere to SRA and Data Protection regulations
* To provide the management team with reports as and when directed
* To assist in the training, mentoring and support of the legal advisors and new starters
* To assist in carrying out audit reviews of files
Who are we looking for:
* You will be used to working to deadlines and be able to prioritise and delegate workloads and the workloads of others
* You will have experience of working in a fast paced environment
* You will have the ability to work on your own initiative and as part of a team demonstrating excellent customer service and communication skills
Technical skills & qualifications:
Experience in specific areas of wills trusts and probate law and advice is necessary, e.g.:
* Basic wills, Inheritance tax, Care fees advice including severances of tenancy, Business wills, Lasting powers of attorney, Court of Protection and Probate
* Experience in drafting wills
* It is essential you have previous experience of working in a similar role in a legal environment
Advantageous:
Experience in supervising Junior members of staff preferred
Experience of working in a telephone based wills team preferred
Benefits include:
23 days holiday to start increasing by 1 day per year of service up to a maximum of 30 days, free parking and much more
Job Purpose:
To supervise and provide technical support to the Wills, Trust and Probate advisors and be the first port of call for technical issues. Where appropriate to provide advice on further services from the business or its partners.
Principal Accountabilities/Tasks:
* To provide the Wills, Trust and Probate advisors with technical support on complex legal matters and to provide supervision and guidance on probate matters
* To review wills that have been prepared under the complex scheme to ensure accuracy and agreed departmental standards
* To draft complex wills as and when required
* Ability to understand technical issues and provide support to junior colleagues on such issues where required.
* To provide advice on complex wills matters to potential and existing clients as and when required
* To maintain and keep updated the case management system
* To ensure appropriate advice and guidance is offered to all potential and existing clients
* To meet strict deadlines and to comply with SLAs and KPIs of the business
* To adhere to SRA and Data Protection regulations
* To provide the management team with reports as and when directed
* To assist in the training, mentoring and support of the legal advisors and new starters
* To assist in carrying out audit reviews of files
Who are we looking for:
* You will be used to working to deadlines and be able to prioritise and delegate workloads and the workloads of others
* You will have experience of working in a fast paced environment
* You will have the ability to work on your own initiative and as part of a team demonstrating excellent customer service and communication skills
Technical skills & qualifications:
Experience in specific areas of wills trusts and probate law and advice is necessary, e.g.:
* Basic wills, Inheritance tax, Care fees advice including severances of tenancy, Business wills, Lasting powers of attorney, Court of Protection and Probate
* Experience in drafting wills
* It is essential you have previous experience of working in a similar role in a legal environment
Advantageous:
Experience in supervising Junior members of staff preferred
Experience of working in a telephone based wills team preferred
Benefits include:
23 days holiday to start increasing by 1 day per year of service up to a maximum of 30 days, free parking and much more