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Trusts and probate fee earner

Bourne
Permanent
Reflect Recruitment Group
Posted: 20h ago
Offer description

Do you want a role where your expertise truly makes an impact?

Are you looking for a role where your expertise is valued?

Do you want to have your workload supported, and have a career that can progress within a respected firm?

My client, a well-established and highly regarded law firm, is seeking a Trusts and Probate Fee Earner to join its thriving Bourne office. This is an opportunity to take ownership of a busy caseload, work with a loyal client base, and be part of a supportive, professional environment where quality service is the priority.

The Role

In this full time role you will have the opportunity to join an experienced team offering of a wide range of private client advice with the support of the most experienced team in the area behind you.- Sales and purchases

The private client department advises on all aspects of private client law including simple form and complex wills, probate, estate administration, tax, trusts, IHT, life planning and Court of Protection cases

This is a hands-on role where attention to detail and proactive client care are key. Your responsibilities will include:

- Managing files end-to-end with confidence and autonomy

- Carrying out risk assessments and ensuring full compliance with AML regulations

- Conducting due diligence and source of funds checks

- Raising and responding to enquiries

- Identifying risks and clearly advising clients, lenders, and agents

- Supervising junior team members where appropriate

- Ensuring accurate billing

The ideal candidate will

- Have strong technical and client management skills

- Have 3 to 5 years Post-Qualified Experience as a Private Client Solicitor or Legal Executive

- Have a strong understanding of anti-money laundering requirements

- Have excellent communication skills, able to understand the client’s objectives and explain options in an accessible manner

- Be personable, compassionate and confident with good commercial awareness

- Undertake appropriate and continuing education to update and retain that knowledge, preferably holding or wish to work towards the STEP qualification

On Offer

In return, you will benefit from a genuinely rewarding package designed to support both your professional and personal life:

- Competitive salary based on experience

- 25 days’ holiday + bank holidays (rising to 27 with service)

- Extra time off over Christmas

- Your birthday off every year

- Option to buy or sell holiday

- Pension scheme

- Death in service benefit (2x salary)

- Bonus scheme

- Paid parking

- Private healthcare (BUPA)

- Flexible working options

- Long service awards

- Electric vehicle salary sacrifice scheme

Are you interested? If so, please do call or email both your CV and covering letter (including your salary expectations) to Jon Goodman

Reflect Recruitment is acting as the Employment Agency under the Employment Agencies Act 1973

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