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- Oversee all aspects of Wills and Probate work.
- Assist with casework across a variety of Wills, Probate, and Lasting Powers of Attorney matters, including estate administration, probate applications, trust establishment, inheritance tax advice, Court of Protection matters, will contests, and tax liability settlements.
- Report directly to the Board and work collaboratively to achieve performance goals.
- Supervise a team of solicitors, trainee solicitors, and paralegals handling private client matters.
- Manage a caseload with a range of complexities, ensuring quality and timeliness.
- Meet with clients, gather instructions, and prepare case files.
- Handle correspondence and maintain accurate time-costing records.
- Conduct probationary reviews for new staff and perform monthly file reviews, ensuring prompt follow-up on required actions.
- Ensure compliance with file management and organisation standards.
- Proven experience in team management and working towards key performance indicators (such as chargeables and billing).
- In-depth knowledge and experience in Wills and Probate work, with the capability to handle privately funded cases.
- 5+ years PQE (Post-Qualification Experience).
- Must hold a valid, clean Practising Certificate at the time of application.
- Professional and proactive, with strong client care skills, the ability to manage client matters sensitively, and resolve complex issues.
- Excellent networking and communication skills, with the ability to effectively market the firm and attract new business.
- Strong analytical and organisational abilities.
- Capable of working independently and exercising sound judgement.
- Proficient in IT, with familiarity in Microsoft Office applications and document management systems.
- Hybrid working/ flexible working arrangements
- Bonus scheme
- Salary reviews
