- Location
- Lancing, Brighton and Hove, Worthing, Arundel, Goring-by-Sea, West Sussex, Brighton and Hove
- Type
- Full-time
- Experience
- 4+ years
- Education
- Certification
- Source
- RecruiterFlow
Description
Private Client/Probate Solicitor
West Sussex
£OTE
West Sussex
£OTE
Due to the expansion of our clients Private Client/Probate department, a new position has arisen for a qualified Probate/Private Client Solicitor.
Roles and Responsibilities
Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases. Working autonomously to proactively take on areas of file handling with minimum supervision and always providing excellent client care.
Managing a varied caseload of Wills, Lasting Powers of Attorney, Tax/Care fee planning, Probate and all associated matters through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases. Working autonomously to proactively take on areas of file handling with minimum supervision and always providing excellent client care.
A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services with at least 4 years’ experience managing estate administration cases.
Knowledge of private client work and a willingness to proactively develop technical expertise and keep up to date with legal developments.
• Strong communication skills
• Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
• Communicating and maintaining a relationship with clients and associates via letter, email and telephone
• Collecting relevant financial information for our solicitor to submit the probate application
• Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates
• Collection or transfer of assets to the beneficiaries
• Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors
• Completing and submitting relevant income tax returns
• Reconciling Executor accounts
• Drafting and completing estate accounts, reconciled to the Executor account
• Obtaining Executor approval of estate accounts
• Completing adequate searches in order to settle the estate upon completion of the administration
• Ensuring deadlines are being met on own files and files within team
• Ensuring policies and procedures are being followed
• Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
• Communicating and maintaining a relationship with clients and associates via letter, email and telephone
• Collecting relevant financial information for our solicitor to submit the probate application
• Liaising with solicitors in relation to the probate application and HM Revenue & Customs queries on taxable estates
• Collection or transfer of assets to the beneficiaries
• Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors
• Completing and submitting relevant income tax returns
• Reconciling Executor accounts
• Drafting and completing estate accounts, reconciled to the Executor account
• Obtaining Executor approval of estate accounts
• Completing adequate searches in order to settle the estate upon completion of the administration
• Ensuring deadlines are being met on own files and files within team
• Ensuring policies and procedures are being followed
Benefits
• 25 Days Annual Leave
• Birthday Day off
• Eyecare scheme
• Christmas shutdown
• Long Service Awards
Skills
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