Solicitor- Probate

To undertake a broad caseload of private client matters including Wills, Probate, Succession Planning, Estate Administration, Trusts, Powers of Attorney and Court of Protection Receivership applications. Tasks required but not limited to-

• Undertake all aspects of fee earning work with the required skills and knowledge to carry out your duties.


• Provide a profitable contribution to the work of the department/firm as well as making cross-referrals to other teams when appropriate.


• Ensure a high level of client care and satisfaction.


• Comply with SRA and COLP/COFA Rules and policies/procedures relevant to Office Quality Manual.


• Always manage files to Lexcel/CQS Standard.


• Supervision of fee earning work undertaken by colleagues/management of support services (para-legal/secretary/assistant).


• Participation in company marketing projects.


• Financial control, ensuring prompt closure of files at completion with ledgers nil, balanced and activation of feedback/review request with Review Solicitors.


• Keep up to date with changes in law, taking part in compulsory compliance training, developing skills of self and other members of staff where appropriate.


• Maintaining written communications in a clear and concise manner including post and emails.


• Meeting all deadlines within the specified timeframes and ensuring prompt response times.
  
  Qualified Solicitor or Chartered Legal Executive with a minimum of 2 years PQE.


• STEP and/or SFE accreditation is desirable.


• Experience of dealing with Private Client matters is required.


• Consistent history of generating a fee income and meeting financial targets.


• Experience of dealing with Court of Protection work including deputyship, administration of trusts, asset protection, IHT issues, contentious probate, variation of Estates.


• Familiarity with the LEAP case management system.


• Good communication and organisational skills with an excellent attention to detail.


• Flexible and dependable, able to take the initiative.


• Able to remain calm under pressure and work to tight deadlines.


• Conscientious, approachable, and enthusiastic.


• Able to quickly build confidence, respect and trust with clients and colleagues.