Details:
- Salary: £35,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Sunderland
- Date: 3 days ago
Description:
Private Client Fee Earner
Sunderland or Newcastle office
Salary: £35,000 - £45,000 per annum (all dependant on experience)
Job Description
The Private Client Fee Earner provides expert legal advice and support to private clients on a range of matters including wills, trusts, probate, estate administration, tax planning, and powers of attorney. This role involves managing a caseload from inception to completion, ensuring the highest standards of client care and compliance with relevant legislation. This role could be based at the Sundrland or Newcastle office based on the candidates preference. This role is to support and lead a busy Private Client department.
Key Duties and Responsibilities
Draught and prepare wills, trusts, powers of attorney, and other private client documents accurately and efficiently.
Advise clients on estate planning, inheritance tax, and related financial matters, tailoring guidance to individual client circumstances.
Manage probate and estate administration cases, including obtaining grants of representation, realising assets, paying debts, and distributing estates to beneficiaries.
Maintain clear and timely communication with clients, executors, trustees, and third parties throughout the matter lifecycle.
Ensure compliance with all relevant legal regulations and professional standards within the private client field.
Maintain accurate records and case files, including billing and time recording, in accordance with firm policies.
Collaborate with other departments or specialists when necessary to provide comprehensive client service.
Please apply today to (url removed)