We are seeing to recruit an experienced fee earnerto join our expanding Wills and Probate/ Private Clientteam at our Walsall office.
* The ideal candidate will have 4 years PQE.
* SFE and STEP membership an advantage.
About the role / Duties:
* Dealing with administration of estates from start to finish.
* Preparation and application for Grant of Probate and Letters of Administration.
* Completion of and dealing with all tax forms, in respect of Inheritance Tax, Income Tax and Capital Gains Tax and advising with regard to the same.
* Attending to house clearances where appropriate
* Collecting in and realising assets and paying liabilities
* Distributing the estate and preparing income and distribution accounts
* Advising with regard to Tax mitigation and Deeds of Variation and dealing with the same.
Wills
* Taking instructions and advising as necessary
* Assessing the capacity of the Client, where necessary
* Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
* Drafting, preparation and attesting of Wills
* Applying for Statutory Wills, where necessary
Trusts and Tax
* Advising generally with regard to Trusts
* Providing advice on Inheritance Tax, Income Tax, and Capital Gains Tax and Tax Mitigation
* Drafting Trust documents
Powers of Attorney/Lasting Powers of Attorney
* Taking instructions and advising as necessary with regard to Lasting Powers of Attorney.
* Assessing the capacity of the Client, where necessary
* Drafting Powers of Attorney
* Preparing applications with regard to the registration of Enduring Powers of Attorney
* Acting as Certificate Providers
Advising and looking after interests of elderly clients
* Dealing with their affairs either under Power of Attorney or without Power of Attorney
* Advising generally and managing financial affairs of clients, paying bills and looking after their investments and assets
* Advising with regard to DSS benefits and making necessary applications
* A knowledge of social care and CHC funding would be useful.
Court of Protection
* Making applications to the Court for the appointment of a Deputy and all relevant orders and directions
* Complying with terms of Court Orders and directions
* Producing accounts for the Court
* Dealing with all necessary formalities of the Court and generally with the Patient’s affairs
Business Development
* Proven experience of business development
About the role:
* Hours – Full Time - Monday to Friday - 09:00 - 17:15
* Position - Permanent
* Salary dependent on experience.
* Monthly holiday bonus scheme (extra days holiday for each monthly income target achieved)
* This role will be working within a friendly, well established and approachable team
Working on a fixed fee basis means there is no uncertainty as to your outlay.
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