Private client Fee earner (Wills and LPA's)

Recruiter
CRA Legal
Location
England, South Yorkshire, Sheffield
Salary
£25000 - £35000 per annum
Posted
27 Jul 2022
Closes
24 Aug 2022
Ref
BBBH13431
Contact
Ross Roberts
Contract
Permanent
Hours
Full Time
Experience Level
Junior Level, Mid Level

Private Client Fee earner (Wills & LPA's)
Location: Sheffield
Salary: £25,000- £35,000
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 private client fee earner to join the team. This is a fantastic opportunity for either an experienced private client professional to join an established team or for someone to make the next step in there career.

As a private client fee earner you will be a confident, proactive, structured individual who will be experienced in a broad range of Wills, Trusts and Lasting power of attorney 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;
* Manage your own broad caseload
* 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;
* Perform fee earning work accurately, reliably and in accordance with the firms quality and risk procedures;


Qualifications & Experience:

* At least 2 years private client 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.

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