Newly Qualified Solicitor

Recruiter
Anonymous
Location
Stratford-upon-Avon
Salary
24000.00 - 30000.00 GBP Annual + GBP24000 - GBP30000/annum
Posted
13 Feb 2017
Closes
13 Mar 2017
Category
Legal
Function
Law
Contract Type
Permanent
Hours
Full Time
A very established and large probate provider is looking for a newly qualified Solicitor with probate or private client experience to work as Senior Probate Manager. You will be responsible for providing a probate service on behalf of the personal representative of an estate. To be responsible for customer care and the day to day administration of cases in accordance with targeted SLAs.

You will be expected to empathise and build rapport with customers, whilst maintaining accuracy and attention to detail in order to deliver excellent customer service. You will be an excellent communicator who easily engages with customers, as well as being self-motivated, with an ability to seek solutions in emotionally challenging circumstances. You will be dealing with the more complex and technical cases, along with passing on technical expertise and knowledge to those around you.

Job Responsibilities:-

* An ability to investigate and evaluate estate assets and liabilities in order to effectively assess business risk, arrange formal valuations, ensure assets are protected (e.g. security of property, insurance arrangements in place), support the application for the Grant of Representation including the preparation of information for relevant inheritance tax forms, arranging for the disposal/transfer of assets including any property & shares owned by the deceased, ensuring the settlement of legacies, creating estate accounts and distribution of the estate in accordance with the terms of the Will or rules of intestacy.
* You will update customers on a regular basis via telephone/e-mail/letter/online messaging and simplify any legal jargon whilst clearly managing expectations throughout the administration.
* Identify correct beneficiaries through investigation and ensure all documentation is in place to pay inheritance.
* Understanding the importance of ensuring settlement of all taxation matters for both the deceased and the estate including income tax, capital gains tax and inheritance tax with support from the Tax Team.
* Preparing the accounts of the deceased, you will need to thoroughly check that all assets and liabilities have been collected and paid, correctly allocate assets and income to evaluate estate value and ensure all documentary evidence is in place.
* Provide support to other team members and to mentor those through the probate business to develop.

Person Specification:-

* Qualified Solicitor who has worked in probate or private client department.
* Analytical with excellent numerical skills.
* Excellent communicator both verbally and in writing.
* Ability to mentor and coach team members.

Salary GBP24-GBP30,000

Benefits: Pension, Life Insurance, Parking