The Role
An opportunity has arisen for an experienced Private Client Fee Earner to join our Bexley office.
Key Responsibilities
- Independently managing own caseload
- Taking initial instructions from clients
- Preparing and advising on Wills of various complexity, Lasting Powers of Attorney and other estate planning documentation and ensuring that all documents are legally accurate and professionally written
- Responsible for providing high quality, timely, professional advice
- Correspondence with executors, trustees, beneficiaries, and other professionals
- Attending clients in their own environment as required
- Ensuring that all enquiries involving complex trusts, IHT advice etc, are referred to the Head of Private Client
- Maintain accurate and organised client files and documentation on the Company’s case management system
- Promoting a compassionate and sensitive disposition and client experience when dealing with the elderly or incapacitated
Person Specification
- Experience working within a busy Private Client department and must have experience of drafting wills and LPAs and advising clients in relation to estate planning matters
- Professional pro-active approach, strong client care skills and a sensitive and sympathetic understanding of clients’ needs
- Confident IT skills and working knowledge of case management systems
- High attention to detail
- Must have own transport
Terms
Location: Bexley, Greater London
Hours: Monday to Friday, 9.00am - 5.30pm
Please note: Candidates must have the right to work in the UK. Only applicants shortlisted for interview will be contacted.
How to Apply?
Please send your CV and a brief cover note to Mike Pole at Hr@burtons-solicitors.com