Head of Wills and Probate - Gloucester, United Kingdom - G B Solutions

G B Solutions

Verified Company

Gloucester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Head of Wills and Probate

Gloucester

£Competitive

One of the leading law firms in Gloucestershire is looking for a Head of Wills and Probate to join their senior leadership team.

Responsibilities

To inspire and motivate team members
Review workload and progress of the department
Attend and conduct team meetings
Attend HOD meetings
Deliver fee targets and ensure team members do so
Responsibility for unpaid costs, unbilled disbursements and review WIP
Initial consultations
Preparation of Wills, advice on Trusts, capacity, Inheritance Tax
Advising with respect to Trusts and preparation of appropriate Trust Documents
Advising and liaising with clients on contentious probate matters and deputyships
Ongoing case management
Management and development of departmental precedents
Ongoing Will bank management
Client relationship management
Mediation and Negotiation on contested matters
Networking and business development for contentious workflows
Reviewing and managing WIP and client financing in relation to ongoing matters
To achieve fees to meet monthly and yearend targets
Attend team meetings and courses where appropriate
Keep files well organised and property updated in accordance with the firm's policies

Skills/ Experience:

A proven record of accomplishment in organising their own personal workload as well as motivating and leading others.
The ability to determine priorities and consistently meet deadlines.
Strong negotiation skills.
Proactive with good interpersonal skills and an ability to communicate effectively, both orally and in writing.
Inspiring and motivational to others.
High level of attention to detail and an enquiring mind
The ability to manage time effectively, prioritising tasks to ensure that deadlines are met
The ability to understand clear and concise instructions
A keen team member, with the ability to accept responsibility and work on their own initiative
Excellent client relationship skills
Personal Characteristics
Friendly and communicative
Experienced ins working in a business team environment
Confidential and discreet
Ability to maintain absolute discretion when dealing with confidential data
Excellent oral communication, interpersonal skills and telephone manner, able to motivate and enthuse others in their tasks
Excellent IT and systems skills and a highly proficient and experienced user of all Microsoft Office programmes, with excellent numeracy and spreadsheet skills
Experience of collating and analysing data

Benefits:

Comprehensive benefit package including flexible working and an innovative and supportive environment in which to develop your career

Customer Service Assistant