Job Description

Responsibilities

  • Managing a varied caseload of private client matters including wills, LPAs, probate, estate administration, trust advice and administration, and Court of Protection matters, with experience in estate planning preferred.
  • Advising a broad client base including HNW individuals, families, elderly and vulnerable clients on complex matters, demonstrating empathy, sensitivity and a high standard of client care throughout.
  • Building and maintaining strong relationships with clients, referrers and third parties including HMRC, the Probate Registry, financial institutions, accountants and other professional advisers.
  • Managing own caseload with a high degree of autonomy, whilst working collaboratively within the wider team.
  • Supervising and supporting junior fee earners, trainees, paralegals and support staff, nurturing talent and fostering professional development.
  • Meeting KPIs and managing billing, WIP and fi...

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