Jackson Lees Group
Wills, Trusts & Probate Solicitor
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Overall Purpose
Deliver a professional, responsive, high-quality service to our clients ensuring full compliance with policies and procedures laid out by the Firm and by regulatory bodies. To always act as an ambassador for the Firm, actively promoting its services.
Key Accountabilities
- Manage a varied client caseload of Wills, Trusts, and Probates.
- To be able to network regularly to gain new clients.
- To perform any other duties as requested by colleagues, team leader, or management staff.
- Advise on aspects of probate, will drafting, tax planning, and estate administration, including powers of attorney.
- Deal directly with clients, their families, and carers, along with other third parties such as medical experts and case managers.
- It is expected that you deliver high-quality and sympathetic client care, build a good rapport with existing clients, and attract new clients.
- To ensure that the firm’s policies and procedures and those laid out by regulatory bodies such as the Solicitors Regulation Authority are always complied with fully.
- To contribute towards the effective management of risk by carrying out regular risk assessments on all matters, efficient file management, and by providing excellent client care.
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Key Experience & Skills
- Proven experience handling Wills, Trusts, and Probate matters as a qualified lawyer/solicitor (ideally 2+ Years PQE).
- Ability to manage a full caseload with minimal supervision.
- Experience of working to financial and chargeable hour targets.
- Strong organizational and time management skills.
- Excellent attention to detail and accuracy.
- Confident communicator with a professional and empathetic client manner.
- Ability to work effectively as part of a team in a fast-paced legal environment.
- Proactive, with the ability to use initiative and sound judgement.
- Competent use of IT and case management systems.
- A strong commitment to client care, compliance, and professional standards.
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What’s in it for you
- Competitive salary
- 25 days holiday (plus bank holidays)
- Referral bonus
- Free Health Cash Plan
- Pension plan
- Death in service benefit
- Employee Assistance Programme
- Hybrid / working from home options
- Unlimited access to training academy courses
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