Private Client Fee Earner

Sacco Mann are recruiting for a private client fee earner to join a highly reputable firm in Pudsey.

The role would suit a private client fee earner with upwards of 3 years' experience handling their own caseload of wills, trusts, probate and LPA matters.

Responsibilities:

• Client Consultations: Meet with private clients to discuss their legal needs, assess their requirements, and provide expert advice on various private client matters, including wills, trusts, estate planning, and probate.


• Document Drafting: Prepare and draft legal documents, including wills, powers of attorney, trust deeds, and estate planning documents, ensuring accuracy and compliance with relevant laws and regulations.


• Estate Administration: Oversee the administration of estates, including probate applications, asset valuations, inheritance tax calculations, and distribution of assets to beneficiaries.


• Trust Management: Manage and administer trusts on behalf of clients, including setting up new trusts, managing trust assets, and ensuring compliance with trust terms and legal requirements.


• Client Relationship Management: Establish and maintain strong relationships with clients, providing regular updates on the progress of their cases, addressing their concerns, and delivering exceptional client service.


• Legal Research: Stay updated on changes in relevant laws and regulations, conducting legal research as needed to provide accurate and up-to-date advice to clients.


• Collaboration: Collaborate with other legal professionals within the firm on complex cases and seek guidance from senior solicitors when necessary.

Requirements:

• A fee earner with upwards of 3 years' experience handling own caseload of wills, trusts, probate and LPA matters.

To apply for this role, please contact Chloe Smith in the Chartered Legal Executive and Paralegal Division on 0113 467 9783.