WB Pennine have an exciting opportunity for a Wills and Trust Planner to join their experienced team. The ideal candidate will be a confident, proactive and structured individual with a broad range of experience in Wills and Trust.
Key Responsibilities
* To provide an ongoing exceptional service to existing clients
* To work with the Directors to develop new business
* Develop and enhance the Wills and Trust offering within the department
* Manage your own broad caseload of wills, probate and trust matters
* Consistently achieve KPIs and individual objectives and targets whilst understanding the commercial needs of the business
* To produce fee income in line with targets and agreed objectives
* To keep informed of all changes in the Law and Practice in your own area of work
* To maintain and enhance up to date legal skills
* Financial control with particular regard to cash flow control through collection of monies on account and billing procedures
* Perform fee earning work accurately, reliably and in accordance with the firm’s quality and risk procedures
Who we’re looking for
* A minimum of 5 years Wills and Trusts experience – desirable
* Experience in all mainstream private client matters to include wills, power of attorney, tax planning, Court of protection practice, special needs trusts, and estate administration;
* Clear understanding of Money Laundering Regulations and Solicitors Accounts Rules
* Ability to identify and deal with clients who may have issues with mental capacity
* Ability to create and nurture relationships with key clients at all levels
* Desire and ability to provide a high-quality service
* Excellent written and numeracy skills
* Excellent time management and organisational skills, and meeting deadlines
* An incredible eye for detail with an ability to think outside the box
* Proficiency in case management and management tools such as MS Word and Excel
* Expert communicator and collaborator, with exceptional client care skills
* High levels of integrity and empathy
* Thrives in fast-paced environments and demonstrates a bias for action with an ability to multi-task and pivot while working on varying deadlines & scopes
* Enthusiasm for personal and team marketing opportunities
What you can expect from us
Working with WB Pennine will provide you with the opportunity to reach your full potential and develop a successful career with the PM Group. You will work with dedicated and experienced professionals whilst contributing to the success of the business and supporting your own personal growth.
In addition, we offer comprehensive benefits which include:
* Monday to Friday working pattern 9:00 – 5:00
* Generous annual leave entitlement that increases with your length of service
* Health Cash Plan
* Employee Assistance Programme
* Salary Sacrifice Pension with employee contributions
* Life Assurance
* Mortgage Advice Service
* Industry Leading Training
* Town Centre Location
The PM Law Group is an equal opportunities employer.
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