Your Role
and What You'll Be Doing
You’ll be able to work quickly and accurately whilst also always giving excellent client care. Given the nature of the role, it’s essential that you are an exceptional and confident communicator as you’ll work as part of a highly respected team to assist clients and the firm’s trust corporation to the highest of your ability.
If you are looking for the next step in your career and would like to join a friendly and well-respected team, we would love to hear from you.
The role will include:
1. LPA preparation/EPA registration/COP applications - to take initial instructions from clients and to advise, after consultation with the Supervising Team Leader, on the legal action and all alternatives open to the client.
2. To draft appropriate LPA/EPA registration forms/COP application forms and take forward applications.
3. To keep the client informed as required by the firm's and department's set procedures.
4. To assist with tasks on Deputy/Attorney management matters for the Team, to ensure work is carried out at correct level (under supervision of Supervising Team Leader) to include reconciliation of bank statements; preparation of annual Deputy Reports and to comply with all COP/OPG deadlines; complete claims for Local Authority funding or arrange CHC assessment and arrange annual benefits and financial reviews; attend at client properties to inspect, arrange valuations, etc.
5. To arrange payment of invoices on Deputy/Attorney management matters for the Team.
6. Taking initial calls from prospective clients, accurately recording their enquiry and liaising with qualified colleagues as to who will take on the instruction. As an extension of this task, to obtain details from the prospective client in order to initiate the new matter opening process.
7. Drafting initial letters to institutions that hold assets for our clients, to include deceased persons in a Probate matter.
8. Drafting/ completing closure forms relating to assets held in a deceased person’s estate.
9. Creating and updating schedules of assets and liabilities.
10. Assisting the team with the management of estate administration files, on a paper lite basis to include: file opening and compliance, dealing with correspondence; telephone calls; filing documentation and maintaining the digital file; facilitating financial transactions, inputting personal and financial data on the case management system and archiving files.
11. Completing both paper and on-line probate applications.
12. Drafting documents under the supervision of a qualified member of the estate planning team.
13. Communicating with other professional organisations/ asset providers in writing (by letter and/ or email) and also on the telephone.
14. Handling original documents including wills, LPAs, death certificates, grants of representation and other legal documents.
15. Assisting Team with any other tasks required
About You
16. Law degree, and ideally LPC or CILEX (full or part qualified)
17. Ability to work professionally and collaboratively and to use initiative
18. Empathy and compassion to help guide our clients through challenging personal circumstances
19. A friendly, enthusiastic and can-do approach
20. Good/up to date IT skills
We’re proud of our values, and we’re looking for people who share them:
21. To be pioneering with an imaginative outlook
22. To be approachable and caring
23. To be tenacious in the pursuit of our objectives
24. To be efficient in the provision of our services
25. To work with a foundation of integrity.
If this sounds like you, we’d love to receive your application.
Our Benefits - What We Can Offer You
26. 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
27. Generous and flexible pension schemes.
28. Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
29. Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported. This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.
Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.