3 weeks ago Be among the first 25 applicants
Direct message the job poster from Jackson Lees Group
Reporting: Reports to the Team Leader and Head of Department.
Office Location: Churchtown, Southport, Hybrid
Overall purpose: To deliver a professional, responsive, high quality service to our clients ensuring full compliance with policies and procedures laid out by the Firm and by regulatory bodies.To act as an ambassador for the Firm at all times, actively promoting its services.
Key accountabilities:
Manage a varied client caseload of Wills, LPAs, Trusts and Probates;
To be able to Network regularly to gain new Clients;
To perform any other duties as requested by the team leader or management staff;
Advise on aspects of probate, will drafting, tax planning and estate administration and including powers of attorney;
To assist fee earning by providing chargeable legal services;
Deal directly with clients, their families, and carers along with other third parties such as medical experts and case managers;
It is expected that you deliver high quality and sympathetic client care, build a good rapport with existing clients, and attract new clients;
To ensure that the firm’s policies and procedures and those laid out by regulatory bodies such as the Solicitors Regulation Authority are complied with fully at all times;
To contribute towards the effective management of risk by carrying out regular risk assessments on all matters, efficient file management and by providing excellent client care.
Key experience:
NQ – 4 years PQE or similar
Experience of working towards targets (chargeable hours)
Networking and business development experience
Good organisational skills
Able to work well as part of a team
Excellent client care, ability to show empathy towards clients
What’s in it for you:
Referral bonus
Free Health Cash Plan
Pension plan
Death in service
Employee Assistance Programme
Hybrid / working from home including provision of home office equipment
Unlimited access to training academy courses
Jackson Lees Group (a part of The MAPD Group) is committed to fostering an accepting an inclusive environment for our people and clients. We know that Making A Positive Difference through the practice of law can be achieved best when we celebrate diversity of all kinds. We actively encourage those from underrepresented groups and diverse backgrounds to apply for this role, including people from minority ethnicity backgrounds, religious backgrounds, LGBTQIA+ people, disabled people, people from different social backgrounds and of different ages.
Applications
Please direct all applications to our MAPD recruitment team: recruitment@MAPDgroup.com
Seniority level Seniority level Mid-Senior level
Employment type Employment type Full-time
Job function Job function Finance and Sales
Industries Law Practice
Referrals increase your chances of interviewing at Jackson Lees Group by 2x
Get notified about new Trust Specialist jobs in Southport, England, United Kingdom .
Fulwood, England, United Kingdom 2 days ago
Southport, England, United Kingdom 2 days ago
Liverpool, England, United Kingdom 1 week ago
Liverpool, England, United Kingdom 1 week ago
Liverpool, England, United Kingdom 1 day ago
Merseyside, England, United Kingdom 4 days ago
Preston, England, United Kingdom 1 week ago
Liverpool, England, United Kingdom 1 day ago
Executive Administrator / Legal Secretary Preston, England, United Kingdom 2 days ago
Liverpool, England, United Kingdom 1 month ago
Birkenhead, England, United Kingdom 1 month ago
Salwick, England, United Kingdom 3 weeks ago
Lytham St Anne's, England, United Kingdom 2 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr