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Wills and probate adviser

Workington
TN United Kingdom
€60,000 - €80,000 a year
Posted: 2 June
Offer description

Join #TeamDA as a Wills and Probate Adviser

Are you passionate about helping others navigate life’s most sensitive milestones? Do you have an eye for detail, a mind for estate planning, and a heart for supporting people when they need it most? If so, we would love for you to join us in this role.

At David Allen, our clients come first, and so do our people. Our Wills and Probate team is known for being supportive, knowledgeable, and committed to delivering exceptional service with compassion and clarity. Whether you are meeting with clients face-to-face or drafting legal documents, you will be part of a team that truly makes a difference.

If you are empathetic, organized, and eager to develop your career in a client-focused, values-driven business, this could be the role for you.


About the Role

1. Guide individuals and families through the Probate and Estate planning process.
2. Manage Probate cases and prepare official documentation.
3. Advise on Wills, trusts, and Lasting Powers of Attorney.
4. Provide clear, tailored advice with care and professionalism.
5. Support clients during emotional and challenging times, working closely with executors and family members.
6. Stay updated with the latest legal developments through training and legal updates.
7. Communicate confidently with clients and colleagues.
8. Participate in networking events and community outreach to promote services and build relationships.

This role offers a fantastic opportunity to combine legal expertise with empathy and client care, making a meaningful professional and personal impact.


Benefits

We offer flexible working, financial advice, competitive salary and package, and opportunities for growth and development. Our team values continuous improvement and strives to be the best at what they do, creating a supportive environment where everyone can excel.

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