Private Client Solicitor - Worthing, United Kingdom - Reed Insurance

Tom O´Connor

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Tom O´Connor

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Description

Probate Solicitor - Brighton/Hove/Worthing - Full Time - to £65k pa


Managing a varied probate caseload through to conclusion, including both grant only and estate administration with a mix of complex and straight forward cases.

Working autonomously to proactively take on areas of file handling with minimum supervision alwaysproviding excellent client care.


The Role

  • Administering complex, taxable estates in accordance with the relevant laws and in a timely manner
  • Collection or transfer of assets to the beneficiaries
  • Handling the transfer or sale of the deceased property, to include liaising with estate agents, solicitors, and executors
  • Completing and submitting relevant income tax returns
  • Reconciling Executor accounts
  • Drafting and completing estate accounts, reconciled to the Executor account
  • Obtaining Executor approval of estate accounts
  • Completing adequate searches in order to settle the estate upon completion of the administration
  • Ensuring deadlines are being met on own files and files within team

The Person

  • Knowledge of private client work and a willingness to proactively develop technical expertise and keep up to date with legal developments.
  • Previous experience in the administration of estates both taxable and nontaxable
  • Experience in managing a case load of files
  • Experience communicating with clients and third parties
  • Preferably STEP or ILEX qualified or willing to work towards the qualification
  • Excellent communication skills both written and oral
  • Accurate and efficient
  • Organised
  • Willing to adapt and implement new processes and procedures
  • Ability to work under pressure
  • Enthusiastic and creative
  • A Law Degree / Solicitor / CILEX / TEP or equivalent vocational experience in legal services

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