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 Murphy in the Private Practice East Division on 0113 467 9783.